Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7M+ 36.23% |
$197M - $221M
|
26.3M
$847M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.85M+ 29.54% |
$165M - $185M
|
25.6M
$826M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.62M+ 11591.63% |
$45.6M - $51.2M
|
1.63M
$52.6M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.11M+ 147.89% |
$31.3M - $35.1M
|
1.86M
$59.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
881K+ 205.92% |
$24.8M - $27.8M
|
1.31M
$42.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
856K+ 73.35% |
$24.1M - $27.1M
|
2.02M
$65.1M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
601KNew |
$16.9M - $19M
|
601K
$19.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
572K+ 1572.22% |
$16.1M - $18.1M
|
608K
$19.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
518K+ 26.84% |
$14.6M - $16.4M
|
2.45M
$78.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
506K+ 26.65% |
$14.3M - $16M
|
2.4M
$77.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
445KNew |
$12.5M - $14.1M
|
445K
$14.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
420KNew |
$11.8M - $13.3M
|
420K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
414K+ 1495.68% |
$11.7M - $13.1M
|
442K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
329K+ 14.22% |
$9.26M - $10.4M
|
2.64M
$85.1M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
292K+ 3.74% |
$8.23M - $9.23M
|
8.1M
$261M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
287K+ 26.35% |
$8.09M - $9.08M
|
1.38M
$44.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
280KNew |
$7.89M - $8.85M
|
280K
$9.02M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
264K+ 174.75% |
$7.42M - $8.33M
|
414K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 54.27% |
$5.67M - $6.37M
|
573K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
183K+ 45.69% |
$5.16M - $5.79M
|
584K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
176K+ 11.02% |
$4.96M - $5.56M
|
1.77M
$57.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
175K+ 35.67% |
$4.94M - $5.55M
|
667K
$21.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
173K+ 15.21% |
$4.87M - $5.47M
|
1.31M
$42.2M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
168K+ 15.23% |
$4.72M - $5.3M
|
1.27M
$40.8M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
149K+ 23.11% |
$4.2M - $4.72M
|
795K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
147K+ 30.98% |
$4.15M - $4.65M
|
622K
$20M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
122K+ 15.23% |
$3.44M - $3.86M
|
924K
$29.7M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
115K+ 40.15% |
$3.23M - $3.63M
|
400K
$12.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114K+ 12.51% |
$3.21M - $3.6M
|
1.03M
$33M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
114K+ 9.98% |
$3.2M - $3.59M
|
1.25M
$40.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
107K+ 6.84% |
$3.02M - $3.39M
|
1.68M
$53.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 79.47% |
$2.89M - $3.24M
|
232K
$7.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
99K+ 53.2% |
$2.79M - $3.13M
|
285K
$9.18M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
98.3K+ 4.54% |
$2.77M - $3.11M
|
2.27M
$72.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
96.8K+ 23.39% |
$2.73M - $3.06M
|
511K
$16.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
88.4KNew |
$2.49M - $2.79M
|
88.4K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80.3K+ 36.98% |
$2.26M - $2.54M
|
297K
$9.58M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
78.5K+ 28.71% |
$2.21M - $2.48M
|
352K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.5K+ 8.2% |
$2.15M - $2.42M
|
1.01M
$32.5M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
72.9K+ 15.73% |
$2.05M - $2.3M
|
536K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
72.3KNew |
$2.04M - $2.29M
|
72.3K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.8K+ 16.36% |
$2.02M - $2.27M
|
510K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
70.5K+ 87.26% |
$1.98M - $2.23M
|
151K
$4.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
67.8K+ 6.28% |
$1.91M - $2.14M
|
1.15M
$36.9M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
67K+ 24.47% |
$1.89M - $2.12M
|
341K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66.3K+ 8.89% |
$1.87M - $2.1M
|
813K
$26.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
66.3K+ 38.54% |
$1.87M - $2.09M
|
238K
$7.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
64.2K+ 23.77% |
$1.81M - $2.03M
|
334K
$10.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
64K+ 24.9% |
$1.8M - $2.02M
|
321K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
63.4K+ 58.79% |
$1.78M - $2M
|
171K
$5.51M
|
|