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 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
45.7K+ 3.92% |
$1.41M - $1.56M
|
1.21M
$41.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-490- 1.14% |
$15.1K - $16.7K
|
42.5K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.9K- 12.37% |
$243K - $269K
|
55.9K
$1.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
21.3K+ 186.33% |
$655K - $725K
|
32.7K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.29K+ 10.05% |
$193K - $214K
|
68.8K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45.3K+ 15.87% |
$1.39M - $1.54M
|
331K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.46KNew |
$260K - $288K
|
8.46K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.4K+ 45.51% |
$135K - $150K
|
14.1K
$486K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
6.06K+ 2.52% |
$186K - $207K
|
247K
$8.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 3.8% |
$215 - $238
|
191
$6.59K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
21.1K+ 33.78% |
$650K - $720K
|
83.7K
$2.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
64K+ 8.07% |
$1.97M - $2.18M
|
857K
$29.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
74.6K+ 8.66% |
$2.29M - $2.54M
|
937K
$32.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-187K- 67.64% |
$5.74M - $6.36M
|
89.3K
$3.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.88K+ 1.98% |
$119K - $132K
|
200K
$6.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23.1K+ 13.24% |
$711K - $788K
|
198K
$6.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
36.6K+ 4.2% |
$1.12M - $1.25M
|
907K
$31.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.08K+ 6.78% |
$94.6K - $105K
|
48.5K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.37KNew |
$196K - $217K
|
6.37K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
16.6K+ 804.8% |
$511K - $566K
|
18.7K
$645K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
6.35K+ 1.62% |
$195K - $216K
|
399K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.93K- 6.88% |
$244K - $270K
|
107K
$3.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.3% |
$1.2K - $1.33K
|
13.1K
$453K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.45K+ 0.42% |
$106K - $118K
|
819K
$28.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
146K+ 6.54% |
$4.48M - $4.96M
|
2.37M
$82M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-13.4K- 0.66% |
$412K - $457K
|
2.03M
$70.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.9K+ 9.37% |
$826K - $915K
|
314K
$10.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.7K+ 34.27% |
$453K - $502K
|
57.8K
$1.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
11.9K+ 5.04% |
$367K - $407K
|
249K
$8.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$692K - $767K
|
22.5K
$777K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 8.28% |
$3.67M - $4.06M
|
1.56M
$53.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.95KNew |
$244K - $271K
|
7.95K
$275K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.0% |
$61.5 - $68.1
|
54.9K
$1.9M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.28K- 0.25% |
$97.5K - $106K
|
1.31M
$45.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41- 0.38% |
$1.22K - $1.33K
|
10.8K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 9.43% |
$44.6K - $48.6K
|
14.4K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.4KNew |
$546K - $595K
|
18.4K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.64K- 93.29% |
$138K - $150K
|
334
$11.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.6KNew |
$435K - $474K
|
14.6K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.01KNew |
$30.1K - $32.8K
|
1.01K
$35K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.19K- 17.32% |
$65.1K - $71K
|
10.5K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-689- 3.61% |
$20.5K - $22.3K
|
18.4K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.47KNew |
$252K - $274K
|
8.47K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.57KNew |
$46.7K - $50.9K
|
1.57K
$54.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 498.21% |
$7.4M - $8.07M
|
299K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
182New |
$5.41K - $5.9K
|
182
$6.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
239K+ 12.83% |
$7.1M - $7.74M
|
2.1M
$72.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$315K - $343K
|
10.6K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.85KNew |
$204K - $222K
|
6.85K
$236K
|
|