Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DUHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45.3K+ 15.87% |
$1.39M - $1.54M
|
331K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
44.6K+ 8.84% |
$1.37M - $1.52M
|
549K
$18.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.9K+ 260.51% |
$1.29M - $1.43M
|
58K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 1.73% |
$1.28M - $1.41M
|
2.43M
$84M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
41.4K+ 37.72% |
$1.27M - $1.41M
|
151K
$5.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40K+ 4.35% |
$1.23M - $1.36M
|
959K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
39.8KNew |
$1.22M - $1.36M
|
39.8K
$1.37M
|
|
|
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 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 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.3K+ 20.68% |
$1.05M - $1.17M
|
200K
$6.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
34.2K+ 8.09% |
$1.05M - $1.16M
|
457K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.2K+ 425.83% |
$898K - $995K
|
36.1K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.9K+ 12.72% |
$889K - $985K
|
256K
$8.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
28.1K+ 7.82% |
$864K - $958K
|
387K
$13.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.9K+ 9.37% |
$826K - $915K
|
314K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.3KNew |
$809K - $897K
|
26.3K
$909K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24.2K+ 5.17% |
$745K - $825K
|
493K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.9K+ 3.61% |
$736K - $816K
|
688K
$23.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.8KNew |
$732K - $812K
|
23.8K
$822K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 9.49% |
$728K - $807K
|
273K
$9.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.3K+ 1.13% |
$715K - $792K
|
2.08M
$71.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23.1K+ 13.24% |
$711K - $788K
|
198K
$6.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 31.58% |
$707K - $784K
|
95.9K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
22.8K+ 14.26% |
$702K - $778K
|
183K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 10.04% |
$699K - $774K
|
249K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
22.7K+ 11.23% |
$696K - $772K
|
224K
$7.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$692K - $767K
|
22.5K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
22.1K+ 5.25% |
$680K - $754K
|
443K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21.8K+ 5.24% |
$671K - $743K
|
438K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.7K+ 3.41% |
$668K - $740K
|
659K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
21.5K+ 7.04% |
$660K - $732K
|
326K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
21.3K+ 186.33% |
$655K - $725K
|
32.7K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
21.1K+ 33.78% |
$650K - $720K
|
83.7K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.1K+ 4.6% |
$649K - $719K
|
480K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
20.2KNew |
$620K - $687K
|
20.2K
$696K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20K+ 106.57% |
$614K - $680K
|
38.7K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
17.4KNew |
$536K - $594K
|
17.4K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 1339.02% |
$523K - $580K
|
18.3K
$631K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16.7K+ 9.37% |
$514K - $570K
|
195K
$6.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
16.6K+ 804.8% |
$511K - $566K
|
18.7K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.7K+ 34.27% |
$453K - $502K
|
57.8K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14.4K+ 1.24% |
$442K - $490K
|
1.18M
$40.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
14.2K+ 5.05% |
$436K - $483K
|
295K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.1K+ 106.87% |
$432K - $479K
|
27.2K
$939K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
14K+ 3.14% |
$431K - $478K
|
461K
$15.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13.4KNew |
$412K - $457K
|
13.4K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 19.28% |
$407K - $451K
|
82K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.8KNew |
$394K - $436K
|
12.8K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
12.8K+ 1.27% |
$392K - $435K
|
1.02M
$35.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.7K+ 3.38% |
$389K - $431K
|
387K
$13.3M
|