Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.83M+ 123.28% |
$192M - $208M
|
14.2M
$483M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.75M+ 112.46% |
$190M - $206M
|
14.6M
$499M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.82M+ 87.7% |
$69.2M - $75M
|
6.04M
$206M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.05MNew |
$50.2M - $54.4M
|
2.05M
$69.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2M+ 107.11% |
$29.5M - $32M
|
2.33M
$79.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
986KNew |
$24.2M - $26.2M
|
986K
$33.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
527KNew |
$12.9M - $14M
|
527K
$17.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
478K+ 125.59% |
$11.7M - $12.7M
|
859K
$29.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
465K+ 745.4% |
$11.4M - $12.3M
|
527K
$17.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
426K+ 151.2% |
$10.5M - $11.3M
|
708K
$24.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
373KNew |
$9.15M - $9.91M
|
373K
$12.7M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
291KNew |
$7.13M - $7.72M
|
291K
$9.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
219K+ 15.7% |
$5.38M - $5.82M
|
1.62M
$55.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
190K+ 46.59% |
$4.66M - $5.04M
|
598K
$20.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
190K+ 25.3% |
$4.65M - $5.03M
|
939K
$32M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
182K+ 23.59% |
$4.46M - $4.83M
|
953K
$32.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
148K+ 38.96% |
$3.64M - $3.94M
|
529K
$18M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
136K+ 17.29% |
$3.33M - $3.61M
|
922K
$31.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
136K+ 1.78% |
$3.33M - $3.6M
|
7.78M
$265M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
119KNew |
$2.92M - $3.16M
|
119K
$4.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
113K+ 28.05% |
$2.78M - $3.01M
|
517K
$17.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
112K+ 38.8% |
$2.74M - $2.97M
|
400K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109K+ 25.45% |
$2.66M - $2.88M
|
536K
$18.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
105K+ 12.05% |
$2.57M - $2.79M
|
976K
$33.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
104K+ 23.87% |
$2.55M - $2.76M
|
540K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.5K+ 4.59% |
$2.44M - $2.64M
|
2.27M
$77.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
94.5K+ 87.12% |
$2.32M - $2.51M
|
203K
$6.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
93.2K+ 10.36% |
$2.28M - $2.47M
|
993K
$33.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
92.6K+ 1.44% |
$2.27M - $2.46M
|
6.53M
$222M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
89.4K+ 781.03% |
$2.19M - $2.37M
|
101K
$3.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
87.9K+ 310.83% |
$2.15M - $2.33M
|
116K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
85.2K+ 416.8% |
$2.09M - $2.26M
|
106K
$3.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
82.4K+ 17.23% |
$2.02M - $2.19M
|
560K
$19.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
79.9K+ 93.16% |
$1.96M - $2.12M
|
166K
$5.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
79.5K+ 17.98% |
$1.95M - $2.11M
|
522K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
75.4KNew |
$1.85M - $2M
|
75.4K
$2.57M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
72K+ 5.63% |
$1.76M - $1.91M
|
1.35M
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.4K+ 33.75% |
$1.75M - $1.89M
|
283K
$9.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
69.9K+ 4.71% |
$1.71M - $1.86M
|
1.56M
$53M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67K+ 364.78% |
$1.64M - $1.78M
|
85.4K
$2.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
64.2KNew |
$1.57M - $1.7M
|
64.2K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.3K+ 29.88% |
$1.45M - $1.57M
|
258K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58.3K+ 10.5% |
$1.43M - $1.55M
|
613K
$20.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
56.3K+ 27.99% |
$1.38M - $1.49M
|
258K
$8.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54KNew |
$1.32M - $1.43M
|
54K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.2K+ 15.26% |
$1.3M - $1.41M
|
402K
$13.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
52.6K+ 27.6% |
$1.29M - $1.4M
|
243K
$8.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
47.6K+ 8.36% |
$1.17M - $1.26M
|
616K
$21M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
47.6K+ 8.36% |
$1.17M - $1.26M
|
616K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.1K+ 96.62% |
$1.15M - $1.25M
|
95.8K
$3.26M
|