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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.96K+ 64.26% |
$301K - $320K
|
22.9K
$766K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.77K+ 26.81% |
$295K - $313K
|
41.5K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.59K+ 22.94% |
$289K - $306K
|
46K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.55KNew |
$287K - $305K
|
8.55K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.35KNew |
$281K - $298K
|
8.35K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.13K+ 106.55% |
$273K - $290K
|
15.8K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.87KNew |
$264K - $281K
|
7.87K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.8K+ 42.65% |
$262K - $278K
|
26.1K
$872K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.79KNew |
$262K - $278K
|
7.79K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.51KNew |
$252K - $268K
|
7.51K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.26K+ 3.03% |
$244K - $259K
|
247K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.15K+ 18.47% |
$240K - $255K
|
45.8K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.97KNew |
$234K - $249K
|
6.97K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.86KNew |
$231K - $245K
|
6.86K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
6.69K+ 75.89% |
$225K - $239K
|
15.5K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.66KNew |
$224K - $238K
|
6.66K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.63K+ 92.28% |
$223K - $237K
|
13.8K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.46KNew |
$217K - $231K
|
6.46K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.41K+ 16.12% |
$216K - $229K
|
46.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.33KNew |
$213K - $226K
|
6.33K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
6.25K+ 6.5% |
$210K - $223K
|
102K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.14K+ 3652.38% |
$206K - $219K
|
6.3K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.99K+ 8.51% |
$201K - $214K
|
76.4K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.79K+ 11.94% |
$195K - $207K
|
54.3K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.68K+ 11.67% |
$191K - $203K
|
54.4K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.63K+ 21.54% |
$189K - $201K
|
31.8K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.58KNew |
$187K - $199K
|
5.58K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.57K+ 9.6% |
$187K - $199K
|
63.6K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.2K+ 6.21% |
$175K - $185K
|
88.9K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.16K+ 113.49% |
$174K - $184K
|
9.71K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.06K+ 8.05% |
$170K - $181K
|
67.9K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.94K+ 2.49% |
$166K - $176K
|
203K
$6.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.85K+ 6.38% |
$163K - $173K
|
80.8K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.37K+ 35.76% |
$147K - $156K
|
16.6K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.34K+ 5.96% |
$146K - $155K
|
77.1K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 1.7% |
$143K - $151K
|
253K
$8.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.22K+ 1.35% |
$142K - $150K
|
316K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
3.8K+ 1.29% |
$128K - $136K
|
299K
$9.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.79K+ 5.03% |
$127K - $135K
|
79.1K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3.75K+ 0.89% |
$126K - $134K
|
423K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.71K+ 40.73% |
$125K - $132K
|
12.8K
$428K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.56KNew |
$120K - $127K
|
3.56K
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49K+ 10.54% |
$117K - $125K
|
36.6K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.37KNew |
$113K - $120K
|
3.37K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.36K+ 69.96% |
$113K - $120K
|
8.16K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.68K+ 2.78% |
$90K - $95.6K
|
99.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.39K+ 20.68% |
$80.5K - $85.4K
|
14K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 0.25% |
$79.7K - $84.7K
|
969K
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.35KNew |
$79K - $83.9K
|
2.35K
$78.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.22K+ 8.75% |
$74.7K - $79.3K
|
27.6K
$922K
|