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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
20+ 0.15% |
$615 - $681
|
13.4K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
44.6K+ 8.84% |
$1.37M - $1.52M
|
549K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.7K+ 3.41% |
$668K - $740K
|
659K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
504+ 3.79% |
$15.5K - $17.2K
|
13.8K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.6K- 74.44% |
$1.22M - $1.35M
|
13.6K
$469K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.89K- 97.92% |
$243K - $269K
|
168
$5.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-250- 0.51% |
$7.69K - $8.52K
|
48.3K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.18KNew |
$159K - $176K
|
5.18K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
423New |
$13K - $14.4K
|
423
$14.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
22.7K+ 11.23% |
$696K - $772K
|
224K
$7.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
377KNew |
$11.6M - $12.9M
|
377K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
28.1K+ 7.82% |
$864K - $958K
|
387K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125K+ 6.57% |
$3.86M - $4.27M
|
2.04M
$70.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.01% |
$30.7 - $34.1
|
7.37K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 19.28% |
$407K - $451K
|
82K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.45K+ 2.61% |
$75.4K - $83.5K
|
96.4K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58.7KNew |
$1.8M - $2M
|
58.7K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.2M+ 23.5% |
$221M - $245M
|
37.8M
$1.31B
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.1K+ 4.6% |
$649K - $719K
|
480K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.46K+ 1.81% |
$229K - $254K
|
420K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
402K+ 38.64% |
$12.4M - $13.7M
|
1.44M
$49.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.8KNew |
$394K - $436K
|
12.8K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-11.5K- 12.46% |
$353K - $391K
|
80.7K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.9K+ 17.86% |
$2.4M - $2.65M
|
514K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21.8K+ 5.24% |
$671K - $743K
|
438K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.8KNew |
$732K - $812K
|
23.8K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 10.04% |
$699K - $774K
|
249K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.89KNew |
$181K - $201K
|
5.89K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
22.1K+ 5.25% |
$680K - $754K
|
443K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
130K+ 1.59% |
$4.01M - $4.44M
|
8.34M
$288M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 85.76% |
$154K - $170K
|
10.8K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.41K- 0.12% |
$43.3K - $47.9K
|
1.14M
$39.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-20.5K- 3.89% |
$629K - $697K
|
505K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13.6K- 0.83% |
$419K - $465K
|
1.64M
$56.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
70.1KNew |
$2.16M - $2.39M
|
70.1K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 22.93% |
$77.3K - $85.7K
|
13.5K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
89.9K+ 122.0% |
$2.76M - $3.06M
|
164K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.09K- 3.78% |
$126K - $139K
|
104K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-92.9K- 33.54% |
$2.85M - $3.16M
|
184K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.3KNew |
$349K - $387K
|
11.3K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
730+ 565.89% |
$22.4K - $24.9K
|
859
$29.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.6KNew |
$356K - $394K
|
11.6K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 4.26% |
$102K - $113K
|
74.8K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-369K- 14.57% |
$11.4M - $12.6M
|
2.17M
$74.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 1339.02% |
$523K - $580K
|
18.3K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
591+ 0.17% |
$18.2K - $20.1K
|
351K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
806New |
$24.8K - $27.5K
|
806
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
39.8KNew |
$1.22M - $1.36M
|
39.8K
$1.37M
|