Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
45.8K+ 3.3% |
$989K - $1.16M
|
1.43M
$48M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
45K+ 8.87% |
$971K - $1.14M
|
552K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
43.4KNew |
$937K - $1.1M
|
43.4K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42.4K+ 142.26% |
$915K - $1.07M
|
72.2K
$2.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
41.8KNew |
$903K - $1.06M
|
41.8K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
41.5K+ 48.59% |
$896K - $1.05M
|
127K
$4.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
40.9K+ 108.29% |
$884K - $1.04M
|
78.7K
$2.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
40.5KNew |
$874K - $1.03M
|
40.5K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40.1K+ 121396.97% |
$865K - $1.02M
|
40.1K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
39.9K+ 29.43% |
$861K - $1.01M
|
175K
$5.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
39.2K+ 15.51% |
$846K - $993K
|
292K
$9.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37KNew |
$799K - $938K
|
37K
$1.24M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.8KNew |
$795K - $933K
|
36.8K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.8KNew |
$795K - $933K
|
36.8K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.5K+ 267.77% |
$767K - $900K
|
48.8K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
34.3K+ 66.6% |
$740K - $869K
|
85.8K
$2.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.4KNew |
$722K - $847K
|
33.4K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.2KNew |
$695K - $815K
|
32.2K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
31.8KNew |
$686K - $805K
|
31.8K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30.4K+ 1580.33% |
$656K - $770K
|
32.3K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
28.4K+ 15.73% |
$614K - $721K
|
209K
$7.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.5K+ 8.61% |
$508K - $597K
|
297K
$9.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
23.4KNew |
$505K - $593K
|
23.4K
$784K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
21.6K+ 107.04% |
$467K - $548K
|
41.8K
$1.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
21.2K+ 0.96% |
$457K - $537K
|
2.23M
$74.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.5KNew |
$443K - $520K
|
20.5K
$687K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.4K+ 18.18% |
$441K - $517K
|
133K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
19.2K+ 35.33% |
$414K - $486K
|
73.5K
$2.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.8K+ 69.37% |
$406K - $476K
|
45.9K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.4K+ 28.51% |
$377K - $442K
|
78.6K
$2.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17.1K+ 17114.0% |
$369K - $434K
|
17.2K
$577K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 18.81% |
$358K - $420K
|
105K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$339K - $399K
|
15.7K
$527K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15.2KNew |
$329K - $387K
|
15.2K
$511K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.1KNew |
$325K - $382K
|
15.1K
$505K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 9.75% |
$315K - $370K
|
165K
$5.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
13.4KNew |
$290K - $340K
|
13.4K
$450K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
12.5K+ 40.38% |
$269K - $316K
|
43.4K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$264K - $310K
|
12.2K
$410K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.69KNew |
$188K - $220K
|
8.69K
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.65KNew |
$187K - $219K
|
8.65K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
8.42K+ 37.51% |
$182K - $213K
|
30.9K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.39KNew |
$181K - $213K
|
8.39K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.25K+ 44.28% |
$178K - $209K
|
26.9K
$901K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.05K+ 2.78% |
$174K - $204K
|
298K
$9.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.99K+ 27.37% |
$151K - $177K
|
32.5K
$1.09M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.63KNew |
$143K - $168K
|
6.63K
$222K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.14KNew |
$132K - $156K
|
6.14K
$206K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.04K+ 15.87% |
$87.1K - $102K
|
29.5K
$988K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.67KNew |
$79.3K - $93.1K
|
3.67K
$123K
|