Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.33KNew |
$29.1K - $35.3K
|
1.33K
$45.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
856New |
$18.7K - $22.7K
|
856
$29.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
803New |
$17.6K - $21.3K
|
803
$27.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
199New |
$4.35K - $5.27K
|
199
$6.81K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200- 1.84% |
$4.37K - $5.3K
|
10.7K
$365K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-710Closed |
$15.5K - $18.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.72KClosed |
$59.5K - $72.2K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-31.2K- 20.93% |
$682K - $826K
|
118K
$4.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-100KClosed |
$2.19M - $2.65M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-265KClosed |
$5.8M - $7.03M
|
0
$0
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-289K- 24.27% |
$6.32M - $7.66M
|
903K
$30.9M
|