Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.59K+ 5.53% |
$107K - $116K
|
68.5K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.18K+ 21.28% |
$94.4K - $103K
|
18.1K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.16K+ 1.05% |
$94K - $103K
|
305K
$10.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.02K+ 4.57% |
$89.9K - $98K
|
69.2K
$2.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.97K+ 0.3% |
$88.3K - $96.3K
|
1.01M
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.97K+ 3.39% |
$88.2K - $96.1K
|
90.4K
$3.03M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.91K+ 17.13% |
$86.5K - $94.3K
|
19.9K
$667K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 45.09% |
$85.5K - $93.2K
|
9.25K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 24.67% |
$83.2K - $90.7K
|
14.1K
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.78K+ 14.43% |
$82.6K - $90K
|
22K
$739K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.73K+ 3.74% |
$81K - $88.3K
|
75.5K
$2.53M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.68K+ 38.21% |
$79.5K - $86.7K
|
9.68K
$324K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.59KNew |
$77K - $83.9K
|
2.59K
$86.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 17.07% |
$67.2K - $73.2K
|
15.5K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.19K+ 0.56% |
$65.1K - $71K
|
395K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.1K+ 0.26% |
$62.4K - $68K
|
815K
$27.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08KNew |
$61.7K - $67.3K
|
2.08K
$69.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.06KNew |
$61.3K - $66.9K
|
2.06K
$69.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 0.76% |
$61.1K - $66.6K
|
274K
$9.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.72K+ 1.0% |
$51.1K - $55.7K
|
174K
$5.85M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.62K+ 12.32% |
$48.2K - $52.5K
|
14.8K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.57KNew |
$46.7K - $50.9K
|
1.57K
$52.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.27KNew |
$37.8K - $41.2K
|
1.27K
$42.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.23K+ 27.83% |
$36.6K - $39.9K
|
5.65K
$189K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.23K+ 9.4% |
$36.4K - $39.7K
|
14.3K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.01KNew |
$30.1K - $32.8K
|
1.01K
$34K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
866+ 2.95% |
$25.7K - $28.1K
|
30.2K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
815+ 4.9% |
$24.2K - $26.4K
|
17.4K
$585K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
700+ 2.73% |
$20.8K - $22.7K
|
26.4K
$884K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
677+ 6.44% |
$20.1K - $21.9K
|
11.2K
$375K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
650+ 1.85% |
$19.3K - $21.1K
|
35.8K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
633+ 3.02% |
$18.8K - $20.5K
|
21.6K
$725K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
612+ 0.57% |
$18.2K - $19.8K
|
108K
$3.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
605+ 8.28% |
$18K - $19.6K
|
7.91K
$265K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
580New |
$17.2K - $18.8K
|
580
$19.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
552+ 7.95% |
$16.4K - $17.9K
|
7.5K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
393+ 0.32% |
$11.7K - $12.7K
|
125K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
305+ 3.93% |
$9.06K - $9.88K
|
8.06K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
285+ 1.75% |
$8.47K - $9.23K
|
16.6K
$556K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 28.09% |
$7.43K - $8.1K
|
1.14K
$38.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
240+ 37.38% |
$7.13K - $7.78K
|
882
$29.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
230+ 0.2% |
$6.84K - $7.45K
|
115K
$3.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
212New |
$6.3K - $6.87K
|
212
$7.11K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
184New |
$5.47K - $5.96K
|
184
$6.17K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
183New |
$5.44K - $5.93K
|
183
$6.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
182New |
$5.41K - $5.9K
|
182
$6.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
179New |
$5.32K - $5.8K
|
179
$6K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
134+ 1.85% |
$3.98K - $4.34K
|
7.36K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
129New |
$3.83K - $4.18K
|
129
$4.33K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
124+ 0.62% |
$3.69K - $4.02K
|
20.1K
$674K
|