Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DUHP)

DUHP Quotes by TradingView

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
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
8.45K
+ 6.26%
$207K - $224K
143K $4.88M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
8.39K
+ 3.77%
$206K - $223K
231K $7.87M
Jul 25, 2023 Q2 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
8.01K
New
$196K - $213K
8.01K $273K
Aug 14, 2023 Q2 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
7.92K
New
$194K - $210K
7.92K $270K
Aug 01, 2023 Q2 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
7.76K
New
$190K - $206K
7.76K $264K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
6.94K
+ 9.74%
$170K - $184K
78.2K $2.66M
Jul 18, 2023 Q2 2023
Landmark Financial Advisors, LLC

BUY
 -
6.89K
+ 5.3%
$169K - $183K
137K $4.66M
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
6.66K
+ 38.83%
$163K - $177K
23.8K $811K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
6.59K
New
$162K - $175K
6.59K $224K
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
5.76K
+ 1.81%
$141K - $153K
324K $11M
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
4.38K
+ 44.09%
$107K - $116K
14.3K $487K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
4.31K
+ 8.15%
$106K - $114K
57.2K $1.95M
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
4.3K
+ 25.44%
$105K - $114K
21.2K $722K
Jul 13, 2023 Q2 2023
Waypoint Capital Advisors, LLC

BUY
 -
3.43K
+ 2.05%
$84.1K - $91.1K
171K $5.82M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
3.06K
+ 1.78%
$75K - $81.2K
174K $5.94M
Aug 07, 2023 Q2 2023
American Investment Services, Inc.

BUY
 -
2.63K
+ 8.29%
$64.6K - $69.9K
34.4K $1.17M
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
2.49K
New
$61K - $66.1K
2.49K $84.8K
Aug 04, 2023 Q2 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
2.36K
+ 5.42%
$57.9K - $62.7K
46K $1.57M
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.33K
+ 0.1%
$57.2K - $61.9K
2.33M $79.2M
Jul 24, 2023 Q2 2023
Better Wealth, LLC

BUY
 -
2.3K
+ 0.29%
$56.3K - $61K
794K $27M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
2.06K
+ 2.77%
$50.5K - $54.7K
76.5K $2.6M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.06K
+ 11.03%
$50.4K - $54.6K
20.7K $705K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.06K
+ 11.03%
$50.4K - $54.6K
20.7K $705K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.01K
+ 32.06%
$49.4K - $53.5K
8.3K $283K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.64K
+ 80.6%
$40.2K - $43.6K
3.68K $125K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1K
+ 2.95%
$24.6K - $26.6K
35K $1.19M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
847
+ 9.97%
$20.8K - $22.5K
9.34K $318K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
797
+ 18.21%
$19.5K - $21.2K
5.17K $176K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
668
+ 11.06%
$16.4K - $17.7K
6.71K $229K
Aug 04, 2023 Q2 2023
Schubert & CO

BUY
 -
546
+ 1.03%
$13.4K - $14.5K
53.8K $1.83M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
432
+ 0.35%
$10.6K - $11.5K
122K $4.16M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
412
+ 4.09%
$10.1K - $10.9K
10.5K $357K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
394
New
$9.66K - $10.5K
394 $13.4K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
312
+ 0.15%
$7.65K - $8.28K
214K $7.3M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
304
+ 94.41%
$7.45K - $8.07K
626 $21.3K
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
210
+ 26.75%
$5.15K - $5.57K
995 $33.9K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
191
New
$4.68K - $5.07K
191 $6.51K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
78
+ 1.39%
$1.91K - $2.07K
5.69K $194K
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
64
+ 0.35%
$1.57K - $1.7K
18.2K $619K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
55
+ 6.12%
$1.35K - $1.46K
953 $32.5K
Sep 13, 2023 Q2 2023
Awm Capital, LLC

BUY
 -
47
+ 0.35%
$1.15K - $1.25K
13.3K $453K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
38
+ 0.38%
$931 - $1.01K
10.1K $343K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
25
New
$613 - $664
25 $852
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
24
New
$588 - $637
24 $817
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
23
+ 0.23%
$564 - $610
10.1K $345K
Jul 14, 2023 Q2 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
5
+ 14.29%
$123 - $133
40 $1.36K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-39
- 0.06%
$956 - $1.04K
60.3K $2.05M
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
SELL
 -
-115
- 0.79%
$2.82K - $3.05K
14.4K $491K

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