Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
833K+ 18.0% |
$28M - $29.7M
|
5.46M
$188M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
477K+ 868.94% |
$16M - $17M
|
532K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
379K+ 39688.38% |
$12.7M - $13.5M
|
380K
$13.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
196K+ 8.24% |
$6.58M - $6.98M
|
2.57M
$88.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
172K+ 2037.09% |
$5.8M - $6.15M
|
181K
$6.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
135K+ 8.63% |
$4.53M - $4.81M
|
1.7M
$58.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
120K+ 26.24% |
$4.03M - $4.28M
|
576K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.8KNew |
$3.02M - $3.21M
|
89.8K
$3.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
78.6K+ 9.17% |
$2.64M - $2.81M
|
936K
$32.2M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
64.8K+ 5.44% |
$2.18M - $2.31M
|
1.26M
$43.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
42.5K+ 21.26% |
$1.43M - $1.52M
|
243K
$8.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
39.8K+ 19.91% |
$1.34M - $1.42M
|
239K
$8.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
33.8K+ 49.08% |
$1.14M - $1.21M
|
103K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.1K+ 8.31% |
$876K - $930K
|
340K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
25.7K+ 8.86% |
$866K - $919K
|
316K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12.3K+ 1.36% |
$415K - $441K
|
920K
$31.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.1KNew |
$406K - $431K
|
12.1K
$415K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.19K+ 2.63% |
$309K - $328K
|
358K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.16K+ 12.79% |
$308K - $327K
|
80.7K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.13K+ 15.8% |
$307K - $326K
|
66.9K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.77K+ 26.81% |
$295K - $313K
|
41.5K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.55KNew |
$287K - $305K
|
8.55K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
6.25K+ 6.5% |
$210K - $223K
|
102K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.79K+ 11.94% |
$195K - $207K
|
54.3K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.94K+ 2.49% |
$166K - $176K
|
203K
$6.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.37KNew |
$113K - $120K
|
3.37K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.76K+ 16.21% |
$59.1K - $62.7K
|
12.6K
$434K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47K+ 0.06% |
$49.5K - $52.5K
|
2.57M
$88.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 0.51% |
$48K - $50.9K
|
280K
$9.64M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.37K+ 9.7% |
$45.9K - $48.8K
|
15.4K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.33K+ 23.61% |
$44.8K - $47.6K
|
6.98K
$240K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900+ 33.67% |
$30.3K - $32.1K
|
3.57K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635New |
$21.3K - $22.7K
|
635
$21.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
349New |
$11.7K - $12.5K
|
349
$12K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
279+ 0.26% |
$9.38K - $9.96K
|
108K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
232New |
$7.8K - $8.28K
|
232
$7.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
223+ 2.85% |
$7.5K - $7.96K
|
8.06K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
55+ 4.82% |
$1.85K - $1.96K
|
1.2K
$41.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.01% |
$101 - $107
|
28.2K
$970K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-388- 41.99% |
$13K - $13.8K
|
536
$18.4K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-428- 2.12% |
$14.4K - $15.3K
|
19.7K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-816- 7.17% |
$27.4K - $29.1K
|
10.6K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-925- 2.69% |
$31.1K - $33K
|
33.5K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.37K- 3.21% |
$45.9K - $48.7K
|
41.1K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 1.09% |
$49.4K - $52.5K
|
133K
$4.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 2.74% |
$56K - $59.4K
|
59K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 1.14% |
$154K - $163K
|
397K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 1.29% |
$173K - $183K
|
394K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.51K- 0.54% |
$219K - $232K
|
1.21M
$41.5M
|