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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11K+ 5.53% |
$309K - $347K
|
210K
$7.16M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9KNew |
$307K - $344K
|
10.9K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.77K+ 13.45% |
$275K - $309K
|
82.4K
$2.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
9.76KNew |
$275K - $308K
|
9.76K
$333K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.46K+ 50.56% |
$266K - $299K
|
28.2K
$962K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.34KNew |
$263K - $295K
|
9.34K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.75K+ 48.59% |
$246K - $277K
|
26.8K
$914K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 41.62% |
$243K - $272K
|
29.3K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.58K+ 1772.31% |
$242K - $271K
|
9.06K
$310K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
8.52K+ 0.76% |
$240K - $269K
|
1.14M
$38.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.86KNew |
$221K - $248K
|
7.86K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.76KNew |
$218K - $245K
|
7.76K
$265K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.71K+ 106.85% |
$217K - $244K
|
14.9K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.67KNew |
$216K - $242K
|
7.67K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.43KNew |
$209K - $235K
|
7.43K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.27K+ 61.36% |
$205K - $230K
|
19.1K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.19K+ 12.46% |
$202K - $227K
|
64.9K
$2.22M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
7.13K+ 3.17% |
$201K - $225K
|
232K
$7.93M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7KNew |
$197K - $221K
|
7K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.97KNew |
$196K - $220K
|
6.97K
$238K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
6.88K+ 1.84% |
$194K - $217K
|
380K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.8K+ 19.46% |
$191K - $215K
|
41.7K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.66K+ 1.35% |
$188K - $211K
|
502K
$17.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.64KNew |
$187K - $210K
|
6.64K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.38KNew |
$180K - $202K
|
6.38K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$180K - $202K
|
6.38K
$218K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.5K+ 73.01% |
$155K - $174K
|
13K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.22K+ 1.01% |
$147K - $165K
|
520K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.12K+ 21333.33% |
$144K - $162K
|
5.14K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.07K+ 345.37% |
$143K - $160K
|
6.54K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.98KNew |
$140K - $157K
|
4.98K
$170K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.93K+ 4.85% |
$139K - $156K
|
107K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.73K+ 12.35% |
$133K - $149K
|
43K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$129K - $145K
|
4.58K
$156K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.83K+ 7.48% |
$108K - $121K
|
55.1K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.79K+ 4.44% |
$107K - $120K
|
89.1K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.42K+ 2.82% |
$96.4K - $108K
|
125K
$4.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.29K+ 4.73% |
$92.6K - $104K
|
72.8K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.11K+ 38.07% |
$87.7K - $98.4K
|
11.3K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.81K+ 4.43% |
$79K - $88.7K
|
66.2K
$2.26M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.44K+ 2.87% |
$68.7K - $77.1K
|
87.4K
$2.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.27K+ 48.61% |
$64K - $71.8K
|
6.95K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.25K+ 13.56% |
$63.4K - $71.2K
|
18.9K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
2.18K+ 3.85% |
$61.5K - $69K
|
58.9K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.17K+ 0.55% |
$61.1K - $68.5K
|
393K
$13.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.14K+ 12.5% |
$60.3K - $67.6K
|
19.3K
$658K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.12K+ 1.9% |
$59.6K - $66.9K
|
113K
$3.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.07KNew |
$58.3K - $65.5K
|
2.07K
$70.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.92K+ 2.35% |
$54.1K - $60.7K
|
83.6K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.75K+ 7.32% |
$49.3K - $55.3K
|
25.7K
$876K
|