Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DUHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
191K+ 18.0% |
$5.89M - $6.52M
|
1.26M
$43.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 2.83% |
$59.7K - $66.1K
|
70.4K
$2.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.8K+ 5.18% |
$86.1K - $95.4K
|
56.9K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.75KNew |
$300K - $332K
|
9.75K
$337K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
152+ 0.06% |
$4.67K - $5.18K
|
260K
$8.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.9K- 12.88% |
$151K - $167K
|
33.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
924New |
$28.4K - $31.5K
|
924
$31.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
7.63KNew |
$235K - $260K
|
7.63K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-197- 1.39% |
$6.06K - $6.71K
|
13.9K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-540- 0.43% |
$16.6K - $18.4K
|
124K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 1.73% |
$1.28M - $1.41M
|
2.43M
$84M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
375K+ 72.05% |
$11.5M - $12.8M
|
895K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.29K+ 6.79% |
$70.2K - $77.8K
|
35.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
41.4K+ 37.72% |
$1.27M - $1.41M
|
151K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
161K+ 1235.38% |
$4.94M - $5.47M
|
174K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36- 0.02% |
$1.11K - $1.23K
|
194K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-104K- 5.4% |
$3.18M - $3.53M
|
1.81M
$62.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.56K- 0.15% |
$48K - $53.2K
|
1.03M
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.02K+ 64.43% |
$123K - $137K
|
10.2K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.2K+ 425.83% |
$898K - $995K
|
36.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
45.8K+ 3.35% |
$1.41M - $1.56M
|
1.41M
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.01K- 15.62% |
$277K - $307K
|
48.7K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.3K- 4.73% |
$70.8K - $78.5K
|
46.4K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.1K+ 9.54% |
$2.34M - $2.59M
|
875K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
131K+ 8.16% |
$4.04M - $4.47M
|
1.74M
$60.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
261+ 0.72% |
$8.02K - $8.89K
|
36.5K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.67K+ 1.21% |
$51.4K - $57K
|
139K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.01% |
$523 - $579
|
213K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.83K- 0.95% |
$149K - $165K
|
502K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
21.5K+ 7.04% |
$660K - $732K
|
326K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.54K- 1.67% |
$201K - $223K
|
385K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.1KNew |
$280K - $310K
|
9.1K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.7K- 2.18% |
$1.25M - $1.39M
|
1.83M
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-700- 1.22% |
$21.5K - $23.8K
|
56.6K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-170K- 18.05% |
$5.22M - $5.78M
|
771K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 3.13% |
$2K - $2.21K
|
2.01K
$69.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.8K- 0.4% |
$86.1K - $95.4K
|
701K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
206K+ 296.75% |
$6.34M - $7.03M
|
276K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.4KNew |
$321K - $356K
|
10.4K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 76.4% |
$387K - $429K
|
29.1K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
422K+ 44.92% |
$13M - $14.4M
|
1.36M
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 2.08% |
$521K - $578K
|
798K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113K+ 15.33% |
$3.47M - $3.85M
|
850K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 11.18% |
$425K - $471K
|
110K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
20.2KNew |
$620K - $687K
|
20.2K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
459+ 0.51% |
$14.1K - $15.6K
|
90.9K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.7K+ 90.33% |
$175K - $194K
|
12K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
113New |
$3.47K - $3.85K
|
113
$3.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.7KNew |
$330K - $366K
|
10.7K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8.6K+ 67.45% |
$264K - $293K
|
21.4K
$737K
|