Purchases and Sales Made in Q3 2022 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 Q3 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
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
3.04M
New
$64.8M - $77.6M
3.04M $105M
Oct 11, 2022 Q3 2022
Lvz, Inc.

BUY
 -
2.18M
+ 6670.81%
$46.5M - $55.7M
2.21M $76.3M
Nov 15, 2022 Q3 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.77M
+ 1104.51%
$37.7M - $45.2M
1.93M $66.5M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
709K
+ 30.46%
$15.1M - $18.1M
3.04M $105M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
572K
+ 129.75%
$12.2M - $14.6M
1.01M $34.9M
Oct 26, 2022 Q3 2022
Merriman Wealth Management, LLC

BUY
 -
534K
+ 8.07%
$11.4M - $13.6M
7.15M $246M
Nov 07, 2022 Q3 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
503K
+ 503.62%
$10.7M - $12.8M
603K $20.8M
Oct 13, 2022 Q3 2022
Aprio Wealth Management, LLC

BUY
 -
490K
+ 797.69%
$10.5M - $12.5M
551K $19M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
425K
+ 132.03%
$9.07M - $10.9M
747K $25.7M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
308K
New
$6.57M - $7.87M
308K $10.6M
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
275K
+ 531.67%
$5.87M - $7.03M
327K $11.3M
Nov 14, 2022 Q3 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
240K
New
$5.13M - $6.15M
240K $8.29M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
224K
+ 858.97%
$4.78M - $5.73M
250K $8.63M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
224K
+ 858.97%
$4.78M - $5.73M
250K $8.63M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
222K
New
$4.74M - $5.68M
222K $7.66M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
203K
+ 94.14%
$4.33M - $5.19M
419K $14.4M
Oct 21, 2022 Q3 2022
Crown Wealth Group, LLC

BUY
 -
193K
+ 163.43%
$4.11M - $4.92M
310K $10.7M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
161K
New
$3.44M - $4.12M
161K $5.55M
Nov 14, 2024 Q3 2022
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
152K
+ 16.88%
$3.25M - $3.9M
1.06M $36.4M
Oct 17, 2022 Q3 2022
Waypoint Capital Advisors, LLC

BUY
 -
150K
New
$3.2M - $3.83M
150K $5.17M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
147K
+ 115.51%
$3.13M - $3.75M
273K $9.43M
Oct 11, 2022 Q3 2022
Helen Stephens Group, LLC

BUY
 -
118K
New
$2.52M - $3.02M
118K $4.07M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
113K
+ 270.76%
$2.42M - $2.89M
155K $5.35M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
112K
New
$2.4M - $2.87M
112K $3.87M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
78.6K
+ 132.25%
$1.68M - $2.01M
138K $4.76M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
67.1K
+ 177.04%
$1.43M - $1.71M
105K $3.62M
Oct 25, 2022 Q3 2022
Applied Capital LLC

BUY
 -
65.9K
+ 57.46%
$1.41M - $1.69M
181K $6.23M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
51.5K
New
$1.1M - $1.32M
51.5K $1.78M
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
50.5K
+ 51.24%
$1.08M - $1.29M
149K $5.15M
Nov 01, 2022 Q3 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
45K
New
$959K - $1.15M
45K $1.55M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
44.8K
+ 18.26%
$955K - $1.14M
290K $10M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
40.4K
New
$861K - $1.03M
40.4K $1.39M
Oct 28, 2022 Q3 2022
Better Wealth, LLC

BUY
 -
38.9K
+ 5.76%
$829K - $993K
713K $24.6M
Nov 14, 2022 Q3 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
37.1K
+ 79.91%
$791K - $947K
83.4K $2.88M
Nov 07, 2022 Q3 2022
Steward Financial Group LLC

BUY
 -
36.1K
+ 2142.05%
$771K - $923K
37.8K $1.3M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
35.5K
New
$758K - $908K
35.5K $1.22M
Nov 10, 2022 Q3 2022
Landmark Financial Advisors, LLC

BUY
 -
35.1K
+ 66.39%
$750K - $898K
88.1K $3.04M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
34.3K
New
$732K - $876K
34.3K $1.18M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
30.3K
+ 55.4%
$647K - $774K
85K $2.93M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
30.1K
+ 97.0%
$643K - $770K
61.2K $2.11M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
29.8K
New
$636K - $761K
29.8K $1.03M
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

BUY
 -
27.3K
New
$582K - $697K
27.3K $941K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
25.8K
+ 23.53%
$551K - $660K
136K $4.67M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
25.4K
New
$542K - $650K
25.4K $877K
Oct 28, 2022 Q3 2022
Redw Wealth LLC

BUY
 -
25.1K
+ 11.02%
$535K - $641K
253K $8.71M
Oct 31, 2022 Q3 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
23.8K
+ 78.08%
$508K - $609K
54.3K $1.87M
Oct 21, 2022 Q3 2022
Satovsky Asset Management LLC

BUY
 -
23.3K
+ 33.77%
$498K - $596K
92.3K $3.19M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
22.3K
+ 85.15%
$476K - $571K
48.6K $1.67M
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
20.6K
+ 38.83%
$440K - $527K
73.7K $2.54M

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