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 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.92K- 1.22% |
$166K - $176K
|
398K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 1.29% |
$173K - $183K
|
394K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.02K- 21.91% |
$203K - $215K
|
21.5K
$755K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.11K- 1.21% |
$205K - $218K
|
499K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.42K- 7.96% |
$216K - $229K
|
74.3K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.51K- 0.54% |
$219K - $232K
|
1.21M
$42.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-7.08K- 0.7% |
$238K - $253K
|
1.01M
$35.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.64K- 1.52% |
$257K - $273K
|
495K
$17.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-8.21K- 1.51% |
$276K - $293K
|
536K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.95K- 1.13% |
$301K - $319K
|
782K
$27.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.2K- 0.78% |
$309K - $328K
|
1.17M
$41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.59K- 19.49% |
$322K - $342K
|
39.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.1K- 3.45% |
$407K - $432K
|
338K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.1K- 16.03% |
$442K - $469K
|
68.8K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-14K- 1.07% |
$470K - $499K
|
1.29M
$45.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-14.3K- 2.08% |
$481K - $511K
|
675K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.9K- 21.24% |
$636K - $675K
|
70.2K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 0.83% |
$680K - $721K
|
2.41M
$84.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.3K- 2.59% |
$682K - $724K
|
762K
$26.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21K- 36.9% |
$705K - $748K
|
35.8K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-30.2K- 1.84% |
$1.01M - $1.08M
|
1.61M
$56.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-31.1K- 13.88% |
$1.05M - $1.11M
|
193K
$6.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-44.2K- 17.79% |
$1.49M - $1.58M
|
204K
$7.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-44.3K- 1.67% |
$1.49M - $1.58M
|
2.61M
$91.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-45.1K- 3.54% |
$1.52M - $1.61M
|
1.23M
$43.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-51K- 24.7% |
$1.71M - $1.82M
|
155K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-66.6K- 17.76% |
$2.24M - $2.38M
|
308K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-83.2K- 5.77% |
$2.8M - $2.97M
|
1.36M
$47.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-89.1K- 1.3% |
$3M - $3.18M
|
6.75M
$237M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120K- 9.15% |
$4.02M - $4.27M
|
1.19M
$41.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-172K- 9.51% |
$5.8M - $6.15M
|
1.64M
$57.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-192K- 50.76% |
$6.44M - $6.84M
|
186K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-192K- 2.3% |
$6.45M - $6.85M
|
8.15M
$287M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-207K- 83.75% |
$6.95M - $7.38M
|
40.1K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-221K- 23.06% |
$7.43M - $7.89M
|
738K
$25.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-239K- 25.5% |
$8.03M - $8.52M
|
698K
$24.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-429K- 55.46% |
$14.4M - $15.3M
|
345K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-480K- 72.87% |
$16.1M - $17.1M
|
179K
$6.29M
|