Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 2024. 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 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.55K+ 46.44% |
$140K - $155K
|
14.3K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.46K+ 13.69% |
$137K - $152K
|
37.1K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.4K+ 45.51% |
$135K - $150K
|
14.1K
$472K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.1K+ 18.61% |
$126K - $140K
|
26.1K
$877K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.07K+ 17.36% |
$125K - $139K
|
27.5K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.02K+ 64.43% |
$123K - $137K
|
10.2K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.96K+ 1.76% |
$122K - $135K
|
229K
$7.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.88K+ 1.98% |
$119K - $132K
|
200K
$6.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.88K+ 1.12% |
$119K - $132K
|
349K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 5.08% |
$113K - $125K
|
76K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.59K+ 5.18% |
$110K - $122K
|
72.8K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.45K+ 0.42% |
$106K - $118K
|
819K
$27.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.09K+ 21.7% |
$95.1K - $105K
|
17.4K
$582K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.08K+ 6.78% |
$94.6K - $105K
|
48.5K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.8K+ 5.18% |
$86.1K - $95.4K
|
56.9K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.67KNew |
$82.2K - $91.1K
|
2.67K
$89.7K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.66K+ 354.73% |
$81.9K - $90.8K
|
3.42K
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.54K+ 26.24% |
$78K - $86.4K
|
12.2K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 22.93% |
$77.3K - $85.7K
|
13.5K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.45K+ 2.61% |
$75.4K - $83.5K
|
96.4K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.29K+ 6.79% |
$70.2K - $77.8K
|
35.9K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 447.0% |
$68.7K - $76.1K
|
2.74K
$91.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
2.21K+ 3.75% |
$67.8K - $75.2K
|
61.1K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.19K+ 23.63% |
$67.2K - $74.5K
|
11.4K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.11K+ 4.08% |
$64.9K - $71.9K
|
53.9K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.99K+ 0.84% |
$61.3K - $67.9K
|
239K
$8.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.97K+ 1.92% |
$60.7K - $67.3K
|
105K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 2.83% |
$59.7K - $66.1K
|
70.4K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.77K+ 8.0% |
$54.3K - $60.1K
|
23.8K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.67K+ 1.21% |
$51.4K - $57K
|
139K
$4.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.59K+ 3.33% |
$48.8K - $54K
|
49.2K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.18K+ 3.26% |
$36.3K - $40.2K
|
37.4K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.18KNew |
$36.2K - $40.2K
|
1.18K
$39.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.13K+ 1.1% |
$34.7K - $38.5K
|
104K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
955New |
$29.4K - $32.5K
|
955
$32K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
924New |
$28.4K - $31.5K
|
924
$31K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
911+ 6.16% |
$28K - $31K
|
15.7K
$526K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
899+ 11.36% |
$27.6K - $30.6K
|
8.81K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
806New |
$24.8K - $27.5K
|
806
$27K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
804+ 5.19% |
$24.7K - $27.4K
|
16.3K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
730+ 565.89% |
$22.4K - $24.9K
|
859
$28.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
712+ 2.89% |
$21.9K - $24.3K
|
25.4K
$851K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
711+ 42.37% |
$21.9K - $24.2K
|
2.39K
$80.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
591+ 0.17% |
$18.2K - $20.1K
|
351K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
504+ 3.79% |
$15.5K - $17.2K
|
13.8K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
500+ 1.9% |
$15.4K - $17K
|
26.9K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
459+ 0.51% |
$14.1K - $15.6K
|
90.9K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
423New |
$13K - $14.4K
|
423
$14.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
395New |
$12.1K - $13.5K
|
395
$13.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
375+ 168.92% |
$11.5K - $12.8K
|
597
$20K
|