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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 76.4% |
$387K - $429K
|
29.1K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
11.9K+ 5.04% |
$367K - $407K
|
249K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.6KNew |
$356K - $394K
|
11.6K
$399K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 8.31% |
$351K - $389K
|
149K
$5.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
11.4K+ 0.88% |
$351K - $389K
|
1.31M
$45.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.3KNew |
$349K - $387K
|
11.3K
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.9K+ 3.89% |
$334K - $370K
|
291K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.8KNew |
$333K - $369K
|
10.8K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
10.8K+ 12.69% |
$333K - $369K
|
96.2K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.7KNew |
$330K - $366K
|
10.7K
$371K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 58.2% |
$324K - $359K
|
28.6K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.4KNew |
$321K - $356K
|
10.4K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.4K+ 13.15% |
$321K - $355K
|
89.8K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10.2K+ 2.57% |
$313K - $346K
|
406K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.75KNew |
$300K - $332K
|
9.75K
$337K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
9.46K+ 1.85% |
$291K - $322K
|
522K
$18M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
9.45K+ 1.24% |
$291K - $322K
|
774K
$26.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.27K+ 3.06% |
$285K - $316K
|
312K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.1KNew |
$280K - $310K
|
9.1K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.02K+ 76.76% |
$277K - $307K
|
20.8K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
8.97KNew |
$276K - $306K
|
8.97K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.96K+ 2.0% |
$275K - $305K
|
458K
$15.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8.73K+ 2.21% |
$268K - $298K
|
403K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8.6K+ 67.45% |
$264K - $293K
|
21.4K
$737K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.46KNew |
$260K - $288K
|
8.46K
$292K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.95KNew |
$244K - $271K
|
7.95K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
7.63KNew |
$235K - $260K
|
7.63K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
7.56K+ 7.42% |
$232K - $258K
|
109K
$3.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.46K+ 1.81% |
$229K - $254K
|
420K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7.37K+ 1.79% |
$227K - $251K
|
420K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
7.25KNew |
$223K - $247K
|
7.25K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.19KNew |
$221K - $245K
|
7.19K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.11KNew |
$218K - $242K
|
7.11K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.92KNew |
$213K - $236K
|
6.92K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.52K+ 12.96% |
$200K - $222K
|
56.8K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.37KNew |
$196K - $217K
|
6.37K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
6.35K+ 1.62% |
$195K - $216K
|
399K
$13.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.29K+ 10.05% |
$193K - $214K
|
68.8K
$2.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6.17KNew |
$190K - $210K
|
6.17K
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
6.06K+ 2.52% |
$186K - $207K
|
247K
$8.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.92K+ 33.96% |
$182K - $202K
|
23.4K
$806K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.9K+ 11.89% |
$181K - $201K
|
55.6K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.89KNew |
$181K - $201K
|
5.89K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.7K+ 90.33% |
$175K - $194K
|
12K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.18KNew |
$159K - $176K
|
5.18K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 85.76% |
$154K - $170K
|
10.8K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.68K+ 1.71% |
$144K - $159K
|
279K
$9.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.55KNew |
$140K - $155K
|
4.55K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.55K+ 46.44% |
$140K - $155K
|
14.3K
$495K
|
|
|
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
|