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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
67+ 0.98% |
$2.06K - $2.28K
|
6.93K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
34.2K+ 8.09% |
$1.05M - $1.16M
|
457K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.09K+ 21.7% |
$95.1K - $105K
|
17.4K
$599K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.96K+ 2.0% |
$275K - $305K
|
458K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-803- 5.22% |
$24.7K - $27.4K
|
14.6K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.56K- 0.15% |
$48K - $53.2K
|
1.03M
$35.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.03K- 3.63% |
$93.3K - $103K
|
80.5K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.66K+ 354.73% |
$81.9K - $90.8K
|
3.42K
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.54K+ 26.24% |
$78K - $86.4K
|
12.2K
$421K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
161K+ 2.4% |
$4.94M - $5.47M
|
6.84M
$236M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.13K+ 1.1% |
$34.7K - $38.5K
|
104K
$3.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.07K+ 17.36% |
$125K - $139K
|
27.5K
$949K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.2M+ 35.03% |
$36.9M - $40.9M
|
4.63M
$160M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.8K- 4.04% |
$485K - $538K
|
375K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
899+ 11.36% |
$27.6K - $30.6K
|
8.81K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
14K+ 3.14% |
$431K - $478K
|
461K
$15.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.96K- 56.61% |
$245K - $271K
|
6.1K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
9.46K+ 1.85% |
$291K - $322K
|
522K
$18M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
79New |
$2.43K - $2.69K
|
79
$2.73K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
326New |
$10K - $11.1K
|
326
$11.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
911+ 6.16% |
$28K - $31K
|
15.7K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
210K+ 28.42% |
$6.44M - $7.14M
|
947K
$32.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.9K+ 195.22% |
$1.81M - $2.01M
|
89.1K
$3.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.97K+ 1.92% |
$60.7K - $67.3K
|
105K
$3.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
334+ 4.45% |
$10.3K - $11.4K
|
7.83K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
113K+ 30.1% |
$3.46M - $3.84M
|
487K
$16.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 58.2% |
$324K - $359K
|
28.6K
$989K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
38.3K+ 115.14% |
$1.18M - $1.3M
|
71.6K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.7K+ 3.38% |
$389K - $431K
|
387K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.3K+ 20.68% |
$1.05M - $1.17M
|
200K
$6.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
96.9K+ 5.58% |
$2.98M - $3.3M
|
1.83M
$63.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-27.9K- 1.37% |
$858K - $951K
|
2.02M
$69.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
110+ 1.48% |
$3.38K - $3.75K
|
7.54K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8.97KNew |
$276K - $306K
|
8.97K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10.2K+ 2.57% |
$313K - $346K
|
406K
$14M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-62.5K- 11.94% |
$1.92M - $2.13M
|
460K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
110K+ 22.41% |
$3.38M - $3.75M
|
601K
$20.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.67KNew |
$82.2K - $91.1K
|
2.67K
$92.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
64+ 0.3% |
$1.97K - $2.18K
|
21.7K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.92KNew |
$213K - $236K
|
6.92K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.9K+ 3.89% |
$334K - $370K
|
291K
$10M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.19K+ 23.63% |
$67.2K - $74.5K
|
11.4K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.88K+ 1.12% |
$119K - $132K
|
349K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
452K+ 21.38% |
$13.9M - $15.4M
|
2.57M
$88.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24.2K+ 5.17% |
$745K - $825K
|
493K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
142K+ 22.21% |
$4.37M - $4.84M
|
782K
$27M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.38K- 3.84% |
$42.3K - $46.8K
|
34.4K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
98.3K+ 14.69% |
$3.02M - $3.35M
|
768K
$26.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
369+ 0.27% |
$11.3K - $12.6K
|
135K
$4.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.01% |
$92.2 - $102
|
28.2K
$973K
|