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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.52K+ 4.89% |
$42.7K - $47.9K
|
32.5K
$1.05M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.4K+ 46.28% |
$39.4K - $44.2K
|
4.42K
$142K
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.32K+ 8.6% |
$37.1K - $41.6K
|
16.6K
$535K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 8.82% |
$30.2K - $33.9K
|
13.2K
$426K
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
916+ 0.38% |
$25.8K - $29K
|
245K
$7.89M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
847+ 0.95% |
$23.9K - $26.8K
|
89.5K
$2.88M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
813+ 1.78% |
$22.9K - $25.7K
|
46.4K
$1.49M
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
808+ 8.33% |
$22.8K - $25.5K
|
10.5K
$338K
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
796+ 5.8% |
$22.4K - $25.2K
|
14.5K
$467K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700+ 2.03% |
$19.7K - $22.1K
|
35.1K
$1.13M
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
553+ 0.52% |
$15.6K - $17.5K
|
107K
$3.46M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493New |
$13.9K - $15.6K
|
493
$15.9K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
460+ 2.86% |
$13K - $14.5K
|
16.5K
$532K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
437+ 0.83% |
$12.3K - $13.8K
|
53.2K
$1.71M
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
381+ 0.17% |
$10.7K - $12K
|
231K
$7.43M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
246New |
$6.93K - $7.78K
|
246
$7.92K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
229+ 1.42% |
$6.45K - $7.24K
|
16.3K
$525K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
222New |
$6.25K - $7.02K
|
222
$7.15K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
222New |
$6.25K - $7.02K
|
222
$7.15K
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
132+ 1.84% |
$3.72K - $4.17K
|
7.31K
$235K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
119+ 1.76% |
$3.35K - $3.76K
|
6.87K
$221K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
109New |
$3.07K - $3.45K
|
109
$3.51K
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
79+ 0.17% |
$2.22K - $2.5K
|
45.5K
$1.46M
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
51+ 0.24% |
$1.44K - $1.61K
|
21K
$675K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$845 - $948
|
30
$966
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
28+ 0.21% |
$788 - $885
|
13.3K
$429K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.01% |
$394 - $443
|
213K
$6.85M
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.56% |
$141 - $158
|
890
$28.6K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$56.3 - $63.2
|
2
$64.4
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.07MNew |
$26.6M - $30.7M
|
1.07M
$34.5M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.04MNew |
$25.9M - $29.9M
|
1.04M
$33.6M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
140KNew |
$3.46M - $4M
|
140K
$4.5M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.1KNew |
$473K - $546K
|
19.1K
$614K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 483.45% |
$432K - $499K
|
21K
$677K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.1KNew |
$399K - $461K
|
16.1K
$518K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14.1KNew |
$349K - $403K
|
14.1K
$453K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.3KNew |
$281K - $325K
|
11.3K
$365K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 6.55% |
$242K - $279K
|
159K
$5.11M
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.51KNew |
$211K - $244K
|
8.51K
$274K
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
7.21KNew |
$179K - $206K
|
7.21K
$232K
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$169K - $195K
|
6.83K
$220K
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$44.2K - $51K
|
1.78K
$57.3K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
440New |
$10.9K - $12.6K
|
440
$14.2K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$9.92K - $11.5K
|
400
$12.9K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
312+ 4.55% |
$7.73K - $8.94K
|
7.18K
$231K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
252KNew |
$6.45M - $6.87M
|
252K
$8.1M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
164K+ 47.35% |
$4.21M - $4.49M
|
511K
$16.5M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.8K+ 43.19% |
$1.1M - $1.17M
|
142K
$4.57M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$271K - $289K
|
10.6K
$340K
|