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 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
369+ 0.27% |
$11.3K - $12.6K
|
135K
$4.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
334+ 4.45% |
$10.3K - $11.4K
|
7.83K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
326New |
$10K - $11.1K
|
326
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
261+ 0.72% |
$8.02K - $8.89K
|
36.5K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
260+ 1.31% |
$7.99K - $8.86K
|
20.2K
$706K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
257New |
$7.9K - $8.76K
|
257
$9K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
196+ 1.75% |
$6.03K - $6.68K
|
11.4K
$399K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
152+ 0.06% |
$4.67K - $5.18K
|
260K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
113New |
$3.47K - $3.85K
|
113
$3.96K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
110+ 1.48% |
$3.38K - $3.75K
|
7.54K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
85+ 9.64% |
$2.61K - $2.9K
|
967
$33.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
79New |
$2.43K - $2.69K
|
79
$2.77K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
67+ 0.98% |
$2.06K - $2.28K
|
6.93K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
64+ 0.3% |
$1.97K - $2.18K
|
21.7K
$759K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.3% |
$1.2K - $1.33K
|
13.1K
$460K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
35+ 0.26% |
$1.08K - $1.19K
|
13.4K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
20+ 0.15% |
$615 - $681
|
13.4K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.01% |
$523 - $579
|
213K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.28% |
$338 - $375
|
3.94K
$138K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 3.8% |
$215 - $238
|
191
$6.69K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.01% |
$92.2 - $102
|
28.2K
$987K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.0% |
$61.5 - $68.1
|
54.9K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.01% |
$30.7 - $34.1
|
7.37K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36- 0.02% |
$1.11K - $1.23K
|
194K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 3.13% |
$2K - $2.21K
|
2.01K
$70.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-197- 1.39% |
$6.06K - $6.71K
|
13.9K
$489K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-201- 0.27% |
$6.18K - $6.85K
|
75.3K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-209- 2.03% |
$6.42K - $7.12K
|
10.1K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-250- 0.51% |
$7.69K - $8.52K
|
48.3K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-490- 1.14% |
$15.1K - $16.7K
|
42.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-540- 0.43% |
$16.6K - $18.4K
|
124K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-700- 1.22% |
$21.5K - $23.8K
|
56.6K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-749- 3.73% |
$23K - $25.5K
|
19.4K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-803- 5.22% |
$24.7K - $27.4K
|
14.6K
$511K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-968- 4.32% |
$29.8K - $33K
|
21.5K
$752K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.13K- 0.3% |
$34.6K - $38.4K
|
373K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.18K- 0.22% |
$36.3K - $40.2K
|
544K
$19.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.38K- 3.84% |
$42.3K - $46.8K
|
34.4K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.41K- 0.12% |
$43.3K - $47.9K
|
1.14M
$40M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.53K- 9.42% |
$47.2K - $52.3K
|
14.8K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.56K- 0.15% |
$48K - $53.2K
|
1.03M
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.56K- 0.15% |
$48K - $53.2K
|
1.03M
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.3K- 4.73% |
$70.8K - $78.5K
|
46.4K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.8K- 0.4% |
$86.1K - $95.4K
|
701K
$24.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 0.71% |
$88.7K - $98.3K
|
401K
$14.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.03K- 3.63% |
$93.3K - $103K
|
80.5K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 4.26% |
$102K - $113K
|
74.8K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.37K- 5.27% |
$104K - $115K
|
60.7K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.09K- 3.78% |
$126K - $139K
|
104K
$3.64M
|