Purchases and Sales Made in Q3 2023 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 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
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.89K
+ 7.21%
$99.8K - $106K
57.9K $2.02M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
3.83K
+ 12.98%
$98.1K - $105K
33.3K $1.16M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
3.78K
+ 8.26%
$96.9K - $103K
49.5K $1.72M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
3.36K
+ 8.38%
$86.3K - $91.9K
43.5K $1.52M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.24K
+ 10.94%
$83K - $88.4K
32.8K $1.14M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
3.19K
+ 15.16%
$81.9K - $87.2K
24.3K $845K
Nov 09, 2023 Q3 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
2.86K
+ 2.26%
$73.4K - $78.2K
129K $4.51M
Nov 13, 2023 Q3 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
2.84K
New
$72.7K - $77.5K
2.84K $98.7K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
2.57K
New
$65.9K - $70.2K
2.57K $89.5K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.56K
+ 0.95%
$65.7K - $70K
273K $9.52M
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
1.72K
+ 7.23%
$44.2K - $47K
25.5K $890K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.68K
+ 29.55%
$43.1K - $45.9K
7.37K $256K
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1.55K
+ 23.44%
$39.8K - $42.4K
8.17K $285K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.4K
+ 0.95%
$35.8K - $38.2K
148K $5.17M
Oct 18, 2023 Q3 2023
25 LLC

St. Louis, MO
BUY
 -
1.38K
+ 9.58%
$35.4K - $37.7K
15.8K $550K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.21K
+ 3.46%
$31.1K - $33.1K
36.2K $1.26M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
1.1K
+ 10.86%
$28.2K - $30.1K
11.2K $391K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
1.06K
+ 42.63%
$27.2K - $29K
3.55K $124K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
905
+ 3.76%
$23.2K - $24.7K
25K $869K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
855
New
$21.9K - $23.4K
855 $29.8K
Oct 18, 2023 Q3 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
835
+ 2087.5%
$21.4K - $22.8K
875 $30.5K
Nov 03, 2023 Q3 2023
Heritage Investment Group, Inc.

BUY
 -
753
+ 7.86%
$19.3K - $20.6K
10.3K $360K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
724
New
$18.6K - $19.8K
724 $25.2K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
685
+ 1.35%
$17.6K - $18.7K
51.4K $1.79M
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
612
+ 0.26%
$15.7K - $16.7K
233K $8.12M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
588
+ 0.48%
$15.1K - $16.1K
123K $4.28M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
572
New
$14.7K - $15.6K
572 $19.9K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
565
New
$14.5K - $15.4K
565 $19.7K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
484
New
$12.4K - $13.2K
484 $16.9K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
470
+ 47.24%
$12.1K - $12.8K
1.47K $51K
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

BUY
 -
438
+ 1.65%
$11.2K - $12K
27K $939K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
400
+ 1.92%
$10.3K - $10.9K
21.2K $738K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
383
+ 0.18%
$9.82K - $10.5K
215K $7.48M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
360
+ 0.43%
$9.23K - $9.84K
83.8K $2.92M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
316
+ 0.52%
$8.1K - $8.63K
60.6K $2.11M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
293
+ 2.14%
$7.51K - $8K
14K $486K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
290
New
$7.44K - $7.92K
290 $10.1K
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
275
New
$7.05K - $7.51K
275 $9.58K
Oct 25, 2023 Q3 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
230
+ 0.04%
$5.9K - $6.28K
522K $18.2M
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
185
+ 1.53%
$4.74K - $5.05K
12.2K $426K
Nov 16, 2023 Q3 2023
Schubert & CO

BUY
 -
165
+ 0.31%
$4.23K - $4.51K
53.9K $1.88M
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
87
+ 0.48%
$2.23K - $2.38K
18.3K $636K
Nov 07, 2023 Q3 2023
Awm Capital, LLC

BUY
 -
64
+ 0.48%
$1.64K - $1.75K
13.4K $465K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
59
+ 6.19%
$1.51K - $1.61K
1.01K $35.2K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
51
+ 0.76%
$1.31K - $1.39K
6.76K $235K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
30
New
$769 - $820
30 $1.04K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
18
+ 0.35%
$462 - $492
5.19K $181K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
6
New
$154 - $164
6 $209
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
2
+ 0.01%
$51.3 - $54.6
18.2K $633K

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