Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.8K+ 43.19% |
$1.1M - $1.17M
|
142K
$4.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
40.9K+ 2.63% |
$1.05M - $1.12M
|
1.6M
$55.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
39.8K+ 11.69% |
$1.02M - $1.09M
|
380K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
36.9K+ 23.89% |
$947K - $1.01M
|
192K
$6.67M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
35.5K+ 2.63% |
$910K - $970K
|
1.39M
$48.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
35.4K+ 15.36% |
$907K - $967K
|
266K
$9.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
32.6K+ 51.12% |
$835K - $890K
|
96.3K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31.8K+ 42.12% |
$815K - $868K
|
107K
$3.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
31K+ 21.64% |
$796K - $848K
|
174K
$6.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29.8K+ 11.69% |
$763K - $813K
|
284K
$9.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.4KNew |
$625K - $666K
|
24.4K
$849K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24K+ 10.37% |
$615K - $655K
|
255K
$8.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
22.9K+ 3.35% |
$587K - $625K
|
706K
$24.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
20.7K+ 1.43% |
$531K - $566K
|
1.47M
$51.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.3K+ 10.19% |
$520K - $554K
|
219K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.6K+ 123.54% |
$502K - $535K
|
35.4K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 4581.98% |
$463K - $493K
|
18.4K
$642K
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
17KNew |
$435K - $464K
|
17K
$591K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
16.8K+ 5.18% |
$430K - $459K
|
341K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
16.7K+ 48.54% |
$428K - $456K
|
51.1K
$1.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
16.5K+ 1.67% |
$423K - $451K
|
1M
$34.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
16.1K+ 9.41% |
$412K - $439K
|
187K
$6.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
14.7K+ 12.36% |
$377K - $402K
|
134K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.5K+ 5.61% |
$371K - $396K
|
272K
$9.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.4KNew |
$370K - $394K
|
14.4K
$502K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
13.3K+ 9.7% |
$341K - $364K
|
150K
$5.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
12.7K+ 91.92% |
$326K - $348K
|
26.6K
$925K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 8.7% |
$305K - $325K
|
149K
$5.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
11.9K+ 4.96% |
$304K - $324K
|
251K
$8.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
11.3K+ 23.09% |
$290K - $309K
|
60.3K
$2.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.8KNew |
$278K - $296K
|
10.8K
$377K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$276K - $294K
|
10.7K
$374K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.7KNew |
$273K - $291K
|
10.7K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$271K - $289K
|
10.6K
$368K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
10.2K+ 2.74% |
$262K - $279K
|
383K
$13.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.2K+ 2.74% |
$262K - $279K
|
383K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1K+ 34.59% |
$259K - $276K
|
39.3K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.9KNew |
$203K - $216K
|
7.9K
$275K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.83K+ 5.57% |
$201K - $214K
|
148K
$5.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.72K+ 71.96% |
$172K - $184K
|
16.1K
$559K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.44K+ 74.43% |
$165K - $176K
|
15.1K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.15KNew |
$158K - $168K
|
6.15K
$214K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.13K+ 9.48% |
$157K - $167K
|
70.8K
$2.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.65K+ 12.28% |
$145K - $154K
|
51.7K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.41K+ 9.45% |
$139K - $148K
|
62.6K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.36K+ 0.07% |
$137K - $146K
|
7.78M
$271M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.3K+ 30.08% |
$110K - $118K
|
18.6K
$648K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.09K+ 5.23% |
$105K - $112K
|
82.3K
$2.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
4.06K+ 7.63% |
$104K - $111K
|
57.3K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.95K+ 19.08% |
$101K - $108K
|
24.6K
$858K
|