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 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$180K - $202K
|
6.38K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.93K+ 4.85% |
$139K - $156K
|
107K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493New |
$13.9K - $15.6K
|
493
$17K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
246New |
$6.93K - $7.78K
|
246
$8.49K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
222New |
$6.25K - $7.02K
|
222
$7.66K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
109New |
$3.07K - $3.45K
|
109
$3.76K
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.07MNew |
$26.6M - $30.7M
|
1.07M
$37M
|
|
|
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
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.51KNew |
$211K - $244K
|
8.51K
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
7.21KNew |
$179K - $206K
|
7.21K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$169K - $195K
|
6.83K
$236K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$44.2K - $51K
|
1.78K
$61.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
440New |
$10.9K - $12.6K
|
440
$15.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$9.92K - $11.5K
|
400
$13.8K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
312+ 4.55% |
$7.73K - $8.94K
|
7.18K
$248K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
252KNew |
$6.45M - $6.87M
|
252K
$8.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
164K+ 47.35% |
$4.21M - $4.49M
|
511K
$17.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.8K+ 43.19% |
$1.1M - $1.17M
|
142K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$271K - $289K
|
10.6K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.9KNew |
$203K - $216K
|
7.9K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.84KNew |
$72.7K - $77.5K
|
2.84K
$97.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.57KNew |
$65.9K - $70.2K
|
2.57K
$88.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
753+ 7.86% |
$19.3K - $20.6K
|
10.3K
$357K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
724New |
$18.6K - $19.8K
|
724
$25K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
572New |
$14.7K - $15.6K
|
572
$19.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
470+ 47.24% |
$12.1K - $12.8K
|
1.47K
$50.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
438+ 1.65% |
$11.2K - $12K
|
27K
$931K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
290New |
$7.44K - $7.92K
|
290
$10K
|
|
| 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
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
527KNew |
$12.9M - $14M
|
527K
$18.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
373KNew |
$9.15M - $9.91M
|
373K
$12.9M
|
|
|
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
|
|
|
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 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$268K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
191New |
$4.68K - $5.07K
|
191
$6.59K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$588 - $637
|
24
$828
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.04MNew |
$48.8M - $52.3M
|
2.04M
$70.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
294KNew |
$7.02M - $7.52M
|
294K
$10.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
17.3KNew |
$414K - $443K
|
17.3K
$597K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.9KNew |
$356K - $381K
|
14.9K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.07KNew |
$193K - $207K
|
8.07K
$278K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.06KNew |
$97.1K - $104K
|
4.06K
$140K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.6K+ 10.79% |
$38.3K - $41K
|
16.4K
$568K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
119KNew |
$2.57M - $3.02M
|
119K
$4.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
57.9KNew |
$1.25M - $1.47M
|
57.9K
$2M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
41.8KNew |
$903K - $1.06M
|
41.8K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$339K - $399K
|
15.7K
$543K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
8.42K+ 37.51% |
$182K - $213K
|
30.9K
$1.06M
|
|