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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
110New |
$3.27K - $3.56K
|
110
$3.69K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
82+ 12.26% |
$2.44K - $2.66K
|
751
$25.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
42+ 0.32% |
$1.25K - $1.36K
|
13.1K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
37+ 0.28% |
$1.1K - $1.2K
|
13.4K
$448K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
32+ 0.33% |
$951 - $1.04K
|
9.79K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.01% |
$565 - $616
|
213K
$7.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12+ 0.31% |
$357 - $389
|
3.93K
$132K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.01% |
$119 - $130
|
28.2K
$945K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 50.0% |
$29.7 - $32.4
|
1
$33.5
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41- 0.38% |
$1.22K - $1.33K
|
10.8K
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-65- 0.29% |
$1.93K - $2.11K
|
22.1K
$740K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-155- 57.2% |
$4.61K - $5.02K
|
116
$3.89K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-235- 1.42% |
$6.98K - $7.61K
|
16.3K
$546K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-306- 4.68% |
$9.09K - $9.91K
|
6.23K
$209K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-367- 1.92% |
$10.9K - $11.9K
|
18.7K
$629K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-529- 23.97% |
$15.7K - $17.1K
|
1.68K
$56.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-646- 1.12% |
$19.2K - $20.9K
|
57.3K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-689- 3.61% |
$20.5K - $22.3K
|
18.4K
$616K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-820- 39.58% |
$24.4K - $26.6K
|
1.25K
$42K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-932- 3.99% |
$27.7K - $30.2K
|
22.4K
$752K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.18K- 9.36% |
$35.1K - $38.2K
|
11.4K
$383K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.21K- 77.91% |
$36.1K - $39.3K
|
344
$11.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 9.43% |
$44.6K - $48.6K
|
14.4K
$483K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 9.96% |
$52.9K - $57.7K
|
16.1K
$540K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 0.41% |
$56.9K - $62K
|
471K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.19K- 17.32% |
$65.1K - $71K
|
10.5K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-2.27K- 0.55% |
$67.5K - $73.5K
|
412K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-2.57K- 0.33% |
$76.4K - $83.3K
|
765K
$25.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.23K- 1.15% |
$96K - $105K
|
277K
$9.29M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.28K- 0.25% |
$97.5K - $106K
|
1.31M
$43.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.54K- 0.69% |
$105K - $115K
|
507K
$17M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.77K- 3.92% |
$112K - $122K
|
92.2K
$3.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-3.79K- 0.53% |
$113K - $123K
|
708K
$23.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.26K- 47.0% |
$127K - $138K
|
4.8K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-4.31K- 5.23% |
$128K - $140K
|
78.1K
$2.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.32K- 15.57% |
$128K - $140K
|
23.4K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.64K- 93.29% |
$138K - $150K
|
334
$11.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 90.28% |
$138K - $150K
|
500
$16.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-5.63K- 26.79% |
$167K - $182K
|
15.4K
$516K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-5.92K- 3.56% |
$176K - $192K
|
160K
$5.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.15K- 4.36% |
$183K - $199K
|
135K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-6.38K- 11.59% |
$190K - $207K
|
48.7K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.48K- 1.82% |
$193K - $210K
|
350K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.76K- 0.49% |
$201K - $219K
|
1.37M
$46M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.09K- 19.38% |
$240K - $262K
|
33.6K
$1.13M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.27K- 2.97% |
$275K - $300K
|
303K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-10.3K- 2.68% |
$306K - $333K
|
374K
$12.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.3K- 2.68% |
$306K - $333K
|
374K
$12.5M
|