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 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.84KNew |
$72.7K - $77.5K
|
2.84K
$97.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
252KNew |
$6.45M - $6.87M
|
252K
$8.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
572New |
$14.7K - $15.6K
|
572
$19.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 11.55% |
$25.6K - $27.3K
|
7.66K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
470+ 47.24% |
$12.1K - $12.8K
|
1.47K
$50.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
753+ 7.86% |
$19.3K - $20.6K
|
10.3K
$357K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
164K+ 47.35% |
$4.21M - $4.49M
|
511K
$17.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
438+ 1.65% |
$11.2K - $12K
|
27K
$931K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-87.3K- 6.81% |
$2.24M - $2.38M
|
1.19M
$41.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
724New |
$18.6K - $19.8K
|
724
$25K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-12.8K- 60.5% |
$329K - $351K
|
8.38K
$289K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.8K+ 43.19% |
$1.1M - $1.17M
|
142K
$4.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.57KNew |
$65.9K - $70.2K
|
2.57K
$88.7K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2M+ 107.11% |
$29.5M - $32M
|
2.33M
$80.4M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.66KNew |
$212K - $230K
|
8.66K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.92KNew |
$194K - $210K
|
7.92K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$588 - $637
|
24
$828
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
191New |
$4.68K - $5.07K
|
191
$6.59K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
373KNew |
$9.15M - $9.91M
|
373K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.2KNew |
$445K - $482K
|
18.2K
$627K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
527KNew |
$12.9M - $14M
|
527K
$18.2M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.07KNew |
$193K - $207K
|
8.07K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.04MNew |
$48.8M - $52.3M
|
2.04M
$70.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
17.3KNew |
$414K - $443K
|
17.3K
$597K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
294KNew |
$7.02M - $7.52M
|
294K
$10.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.6K+ 10.79% |
$38.3K - $41K
|
16.4K
$568K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.9KNew |
$356K - $381K
|
14.9K
$513K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.06KNew |
$97.1K - $104K
|
4.06K
$140K
|
|
| Q4 2022 | |||||||
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200+ 1.88% |
$4.32K - $5.07K
|
10.9K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$339K - $399K
|
15.7K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
119KNew |
$2.57M - $3.02M
|
119K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
41.8KNew |
$903K - $1.06M
|
41.8K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.8K- 46.86% |
$276K - $324K
|
14.5K
$501K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
578+ 28.93% |
$12.5K - $14.7K
|
2.58K
$88.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
8.42K+ 37.51% |
$182K - $213K
|
30.9K
$1.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
57.9KNew |
$1.25M - $1.47M
|
57.9K
$2M
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-142- 71.36% |
$3.03K - $3.63K
|
57
$1.97K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
161KNew |
$3.44M - $4.12M
|
161K
$5.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.08KNew |
$44.3K - $53.1K
|
2.08K
$71.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
34.3KNew |
$732K - $876K
|
34.3K
$1.18M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-100KClosed |
$2.19M - $2.65M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35.9KNew |
$784K - $950K
|
35.9K
$1.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-265KClosed |
$5.8M - $7.03M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2KNew |
$224K - $271K
|
10.2K
$353K
|
|