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 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.1K+ 18.61% |
$126K - $140K
|
26.1K
$902K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 31.58% |
$707K - $784K
|
95.9K
$3.31M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.99K+ 0.84% |
$61.3K - $67.9K
|
239K
$8.26M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
712+ 2.89% |
$21.9K - $24.3K
|
25.4K
$876K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
375+ 168.92% |
$11.5K - $12.8K
|
597
$20.6K
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
9.45K+ 1.24% |
$291K - $322K
|
774K
$26.7M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.9K+ 12.72% |
$889K - $985K
|
256K
$8.84M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.8KNew |
$333K - $369K
|
10.8K
$374K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
105K+ 12.13% |
$3.21M - $3.56M
|
967K
$33.4M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.52K+ 12.96% |
$200K - $222K
|
56.8K
$1.96M
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
12.8K+ 1.27% |
$392K - $435K
|
1.02M
$35.1M
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8.73K+ 2.21% |
$268K - $298K
|
403K
$13.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.8K- 7.21% |
$2.39M - $2.65M
|
1M
$34.6M
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
2.21K+ 3.75% |
$67.8K - $75.2K
|
61.1K
$2.11M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 35.29% |
$3.4M - $3.77M
|
424K
$14.6M
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
14.2K+ 5.05% |
$436K - $483K
|
295K
$10.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 6.61% |
$2.2M - $2.44M
|
1.15M
$39.8M
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.9K+ 3.61% |
$736K - $816K
|
688K
$23.7M
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
11.4K+ 0.88% |
$351K - $389K
|
1.31M
$45.1M
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.96K+ 1.76% |
$122K - $135K
|
229K
$7.92M
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
10.8K+ 12.69% |
$333K - $369K
|
96.2K
$3.32M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-65.6K- 23.24% |
$2.02M - $2.24M
|
217K
$7.49M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
104K+ 22.16% |
$3.2M - $3.55M
|
575K
$19.8M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.53K- 9.42% |
$47.2K - $52.3K
|
14.8K
$509K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40K+ 4.35% |
$1.23M - $1.36M
|
959K
$33.1M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.9K- 26.84% |
$520K - $577K
|
46.2K
$1.59M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13.4KNew |
$412K - $457K
|
13.4K
$463K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.37K- 5.27% |
$104K - $115K
|
60.7K
$2.1M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.13K- 0.3% |
$34.6K - $38.4K
|
373K
$12.9M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-968- 4.32% |
$29.8K - $33K
|
21.5K
$741K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
257New |
$7.9K - $8.76K
|
257
$8.87K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14.4K+ 1.24% |
$442K - $490K
|
1.18M
$40.6M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.46K+ 13.69% |
$137K - $152K
|
37.1K
$1.28M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.11K+ 4.08% |
$64.9K - $71.9K
|
53.9K
$1.86M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
196+ 1.75% |
$6.03K - $6.68K
|
11.4K
$393K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
711+ 42.37% |
$21.9K - $24.2K
|
2.39K
$82.5K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-209- 2.03% |
$6.42K - $7.12K
|
10.1K
$348K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.68K+ 1.71% |
$144K - $159K
|
279K
$9.62M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-26.2K- 2.01% |
$805K - $892K
|
1.27M
$44M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 5.08% |
$113K - $125K
|
76K
$2.62M
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
322KNew |
$9.9M - $11M
|
322K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
804+ 5.19% |
$24.7K - $27.4K
|
16.3K
$563K
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 0.71% |
$88.7K - $98.3K
|
401K
$13.8M
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
260+ 1.31% |
$7.99K - $8.86K
|
20.2K
$696K
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.55K+ 46.44% |
$140K - $155K
|
14.3K
$495K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
955New |
$29.4K - $32.5K
|
955
$33K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.3KNew |
$809K - $897K
|
26.3K
$909K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.18KNew |
$36.2K - $40.2K
|
1.18K
$40.7K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.59K+ 5.18% |
$110K - $122K
|
72.8K
$2.51M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.77K+ 8.0% |
$54.3K - $60.1K
|
23.8K
$823K
|