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 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 1.9% |
$1.79K - $1.91K
|
3.61K
$126K
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-125- 0.06% |
$3.21K - $3.42K
|
199K
$6.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-662- 0.55% |
$17K - $18.1K
|
119K
$4.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-825- 2.27% |
$21.2K - $22.5K
|
35.5K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-917- 1.18% |
$23.5K - $25.1K
|
77.1K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 11.55% |
$25.6K - $27.3K
|
7.66K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-1.1K- 0.43% |
$28.3K - $30.2K
|
256K
$8.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.51K- 3.56% |
$38.7K - $41.2K
|
40.8K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.76K- 20.5% |
$45.2K - $48.1K
|
6.83K
$238K
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.69K- 10.77% |
$69K - $73.5K
|
22.3K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.44K- 9.4% |
$88.2K - $93.9K
|
33.1K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-4.04K- 6.29% |
$104K - $110K
|
60.2K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-4.48K- 1.54% |
$115K - $123K
|
287K
$9.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.2K- 1.5% |
$133K - $142K
|
342K
$11.9M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-5.51K- 2.7% |
$141K - $150K
|
198K
$6.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.8K- 88.04% |
$149K - $159K
|
788
$27.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-6.08K- 41.8% |
$156K - $166K
|
8.47K
$295K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-8.03K- 13.21% |
$206K - $219K
|
52.7K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-9.77K- 42.47% |
$250K - $267K
|
13.2K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11K- 1.3% |
$282K - $301K
|
834K
$29M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-11.3K- 6.81% |
$290K - $309K
|
155K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 12.17% |
$299K - $319K
|
84.1K
$2.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-12.8K- 60.5% |
$329K - $351K
|
8.38K
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
SELL
|
- |
-13.6K- 1.71% |
$349K - $372K
|
780K
$27.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-17.5K- 3.22% |
$449K - $478K
|
527K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.5K- 20.07% |
$756K - $806K
|
118K
$4.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-29.8K- 2.58% |
$765K - $815K
|
1.12M
$39.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-38.8K- 45.39% |
$994K - $1.06M
|
46.6K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-40.9K- 13.49% |
$1.05M - $1.12M
|
262K
$9.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.1K- 24.69% |
$1.28M - $1.37M
|
153K
$5.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-54.2K- 4.37% |
$1.39M - $1.48M
|
1.19M
$41.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.2K- 12.09% |
$1.6M - $1.7M
|
453K
$15.8M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-87.3K- 6.81% |
$2.24M - $2.38M
|
1.19M
$41.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.3K- 3.9% |
$2.26M - $2.41M
|
2.18M
$75.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-112K- 64.44% |
$2.88M - $3.07M
|
62K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-232K- 37.65% |
$5.95M - $6.34M
|
384K
$13.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-255K- 22.32% |
$6.53M - $6.96M
|
886K
$30.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.2M- 51.66% |
$30.8M - $32.8M
|
1.12M
$39.2M
|