Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.67K- 1.36% |
$41.3K - $47.7K
|
121K
$4.18M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.91K- 10.24% |
$47.2K - $54.6K
|
16.7K
$576K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.03K- 1.31% |
$50.2K - $58K
|
153K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.06K- 0.96% |
$51.1K - $59.1K
|
213K
$7.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.13K- 2.54% |
$52.8K - $61K
|
81.7K
$2.82M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.19K- 17.32% |
$54.3K - $62.8K
|
10.5K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.3K- 95.0% |
$56.9K - $65.8K
|
121
$4.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-2.59K- 6.34% |
$64.2K - $74.2K
|
38.3K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.66K- 43.26% |
$66K - $76.2K
|
3.49K
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.33K- 1.46% |
$157K - $181K
|
428K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-7.26K- 11.69% |
$180K - $208K
|
54.8K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.94K- 0.95% |
$197K - $227K
|
826K
$28.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-8.38K- 1.07% |
$208K - $240K
|
772K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.61K- 0.44% |
$238K - $275K
|
2.17M
$74.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-11.5K- 2.19% |
$286K - $330K
|
515K
$17.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-11.9K- 1.19% |
$295K - $340K
|
990K
$34.2M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-16.7KClosed |
$414K - $478K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-18.2K- 1.53% |
$451K - $521K
|
1.17M
$40.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.4K- 14.19% |
$457K - $527K
|
111K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 22.99% |
$466K - $538K
|
63K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23K- 15.05% |
$570K - $659K
|
130K
$4.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-31.8K- 12.14% |
$789K - $912K
|
231K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.3K- 1.96% |
$1.02M - $1.18M
|
2.06M
$71.2M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-52.4K- 3.78% |
$1.3M - $1.5M
|
1.33M
$46M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-56.8K- 5.16% |
$1.41M - $1.63M
|
1.04M
$36M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-56.8K- 5.16% |
$1.41M - $1.63M
|
1.04M
$36M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-346K- 76.46% |
$8.58M - $9.91M
|
107K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.92M- 92.81% |
$147M - $169M
|
458K
$15.8M
|