Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
33+ 0.25% |
$1.11K - $1.18K
|
13.4K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29+ 0.3% |
$975 - $1.04K
|
9.78K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23+ 0.29% |
$773 - $821
|
7.98K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
21+ 0.2% |
$706 - $749
|
10.4K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8+ 0.05% |
$269 - $286
|
14.6K
$507K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.01% |
$101 - $107
|
28.2K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.01% |
$101 - $107
|
28.2K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-82- 2.4% |
$2.76K - $2.93K
|
3.33K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-134- 1.31% |
$4.51K - $4.78K
|
10.1K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-154- 1.11% |
$5.18K - $5.5K
|
13.7K
$475K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-171- 4.34% |
$5.75K - $6.1K
|
3.77K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-221- 0.03% |
$7.43K - $7.89K
|
771K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-293- 12.26% |
$9.85K - $10.5K
|
2.1K
$72.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-351- 1.47% |
$11.8K - $12.5K
|
23.5K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-388- 41.99% |
$13K - $13.8K
|
536
$18.6K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-428- 2.12% |
$14.4K - $15.3K
|
19.7K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-621- 3.21% |
$20.9K - $22.2K
|
18.7K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-637- 0.07% |
$21.4K - $22.7K
|
894K
$31.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-656- 0.81% |
$22.1K - $23.4K
|
79.9K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 6.66% |
$23.4K - $24.8K
|
9.75K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-816- 7.17% |
$27.4K - $29.1K
|
10.6K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-874- 0.45% |
$29.4K - $31.2K
|
194K
$6.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-907- 1.59% |
$30.5K - $32.4K
|
56K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-925- 2.69% |
$31.1K - $33K
|
33.5K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.11K- 0.43% |
$37.4K - $39.7K
|
259K
$8.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.15K- 0.06% |
$38.5K - $40.9K
|
2.03M
$70.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-1.26K- 2.06% |
$42.2K - $44.8K
|
59.8K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.32K- 5.54% |
$44.4K - $47.1K
|
22.5K
$782K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.37K- 3.21% |
$45.9K - $48.7K
|
41.1K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 2.48% |
$47.2K - $50.1K
|
55.2K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 1.09% |
$49.4K - $52.5K
|
133K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.57K- 4.35% |
$52.7K - $56K
|
34.5K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 2.74% |
$56K - $59.4K
|
59K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.9K- 14.14% |
$63.7K - $67.7K
|
11.5K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.24K- 81.72% |
$75.1K - $79.8K
|
500
$17.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 3.84% |
$96.5K - $102K
|
71.9K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.74K- 3.59% |
$126K - $133K
|
100K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.78K- 2.63% |
$127K - $135K
|
140K
$4.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.83K- 24.4% |
$129K - $137K
|
11.9K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 1.14% |
$154K - $163K
|
397K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-4.64K- 4.24% |
$156K - $166K
|
105K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.92K- 1.22% |
$166K - $176K
|
398K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 1.29% |
$173K - $183K
|
394K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.65K- 0.71% |
$190K - $202K
|
792K
$27.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.02K- 21.91% |
$203K - $215K
|
21.5K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.11K- 1.21% |
$205K - $218K
|
499K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.42K- 7.96% |
$216K - $229K
|
74.3K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.51K- 0.54% |
$219K - $232K
|
1.21M
$41.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-7.08K- 0.7% |
$238K - $253K
|
1.01M
$35.1M
|