Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DUHP)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
18.7KNew |
$399K - $478K
|
18.7K
$637K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.6KNew |
$397K - $476K
|
18.6K
$634K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2KNew |
$389K - $466K
|
18.2K
$621K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18KNew |
$383K - $459K
|
18K
$612K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
16.7K+ 118.27% |
$357K - $428K
|
30.9K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.5K+ 183.22% |
$353K - $422K
|
25.5K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8KNew |
$315K - $377K
|
14.8K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.2KNew |
$303K - $363K
|
14.2K
$484K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.3KNew |
$283K - $339K
|
13.3K
$452K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.8K+ 179.05% |
$251K - $301K
|
18.3K
$625K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11K+ 60.65% |
$234K - $280K
|
29K
$988K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10.5K+ 34.97% |
$224K - $268K
|
40.4K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.08K+ 81.59% |
$194K - $232K
|
20.2K
$688K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.28K+ 30.21% |
$134K - $161K
|
27.1K
$922K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5K+ 6.22% |
$107K - $128K
|
85.4K
$2.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.93K+ 180.95% |
$105K - $126K
|
7.65K
$261K
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
BUY
|
- |
4.21K+ 23.12% |
$89.9K - $108K
|
22.4K
$764K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.14K+ 0.62% |
$67K - $80.2K
|
507K
$17.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.08KNew |
$44.3K - $53.1K
|
2.08K
$70.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2KNew |
$42.6K - $51.1K
|
2K
$68.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.92KNew |
$41K - $49.1K
|
1.92K
$65.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
824+ 102.62% |
$17.6K - $21.1K
|
1.63K
$55.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
400New |
$8.54K - $10.2K
|
400
$13.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
336New |
$7.17K - $8.59K
|
336
$11.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
26+ 0.18% |
$555 - $665
|
14.6K
$499K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-142- 71.36% |
$3.03K - $3.63K
|
57
$1.94K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-391- 29.35% |
$8.34K - $9.99K
|
941
$32.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03K- 3.61% |
$22K - $26.4K
|
27.5K
$938K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.05K- 3.6% |
$22.4K - $26.8K
|
28.1K
$956K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.03K- 99.59% |
$171K - $205K
|
33
$1.12K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-12.7K- 0.91% |
$271K - $324K
|
1.39M
$47.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12.8K- 43.98% |
$273K - $326K
|
16.3K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-81.6K- 5.42% |
$1.74M - $2.09M
|
1.42M
$48.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-470K- 7.38% |
$10M - $12M
|
5.89M
$201M
|