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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.21K- 77.91% |
$36.1K - $39.3K
|
344
$11.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.28KNew |
$216K - $236K
|
7.28K
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
580New |
$17.2K - $18.8K
|
580
$20K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.59KNew |
$107K - $116K
|
3.59K
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
285+ 1.75% |
$8.47K - $9.23K
|
16.6K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
212New |
$6.3K - $6.87K
|
212
$7.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
28K+ 39.79% |
$832K - $907K
|
98.4K
$3.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
179New |
$5.32K - $5.8K
|
179
$6.18K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.26K- 47.0% |
$127K - $138K
|
4.8K
$166K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 28.09% |
$7.43K - $8.1K
|
1.14K
$39.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
110New |
$3.27K - $3.56K
|
110
$3.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 50.0% |
$29.7 - $32.4
|
1
$34.5
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.23K+ 27.83% |
$36.6K - $39.9K
|
5.65K
$195K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
183New |
$5.44K - $5.93K
|
183
$6.32K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
7.36KNew |
$219K - $238K
|
7.36K
$254K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.72K+ 1.0% |
$51.1K - $55.7K
|
174K
$6.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.59KNew |
$77K - $83.9K
|
2.59K
$89.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-820- 39.58% |
$24.4K - $26.6K
|
1.25K
$43.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-155- 57.2% |
$4.61K - $5.02K
|
116
$4K
|
|
| Q1 2024 | |||||||
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-16.1KClosed |
$454K - $509K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.66K- 76.13% |
$74.8K - $84K
|
833
$28.8K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45.6K- 85.82% |
$1.28M - $1.44M
|
7.53K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
246New |
$6.93K - $7.78K
|
246
$8.49K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.76K- 12.32% |
$218K - $245K
|
55.2K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493New |
$13.9K - $15.6K
|
493
$17K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
109New |
$3.07K - $3.45K
|
109
$3.76K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.34KNew |
$263K - $295K
|
9.34K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.64KNew |
$187K - $210K
|
6.64K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 80.15% |
$1.62M - $1.82M
|
14.2K
$491K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
222New |
$6.25K - $7.02K
|
222
$7.66K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
601KNew |
$16.9M - $19M
|
601K
$20.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.93K+ 4.85% |
$139K - $156K
|
107K
$3.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.86KNew |
$221K - $248K
|
7.86K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$180K - $202K
|
6.38K
$220K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
312+ 4.55% |
$7.73K - $8.94K
|
7.18K
$248K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.51KNew |
$211K - $244K
|
8.51K
$294K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
440New |
$10.9K - $12.6K
|
440
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-373- 2.71% |
$9.25K - $10.7K
|
13.4K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.04MNew |
$25.9M - $29.9M
|
1.04M
$36M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 6.55% |
$242K - $279K
|
159K
$5.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$9.92K - $11.5K
|
400
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$169K - $195K
|
6.83K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
7.21KNew |
$179K - $206K
|
7.21K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.48K- 1.91% |
$36.6K - $42.2K
|
75.6K
$2.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.09K- 12.88% |
$27K - $31.2K
|
7.38K
$255K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$44.2K - $51K
|
1.78K
$61.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.07MNew |
$26.6M - $30.7M
|
1.07M
$37M
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
290New |
$7.44K - $7.92K
|
290
$10K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.9KNew |
$203K - $216K
|
7.9K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$271K - $289K
|
10.6K
$365K
|
|