Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DUHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
109New |
$3.07K - $3.45K
|
109
$3.84K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.64KNew |
$187K - $210K
|
6.64K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 80.15% |
$1.62M - $1.82M
|
14.2K
$502K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
601KNew |
$16.9M - $19M
|
601K
$21.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
222New |
$6.25K - $7.02K
|
222
$7.82K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.93K+ 4.85% |
$139K - $156K
|
107K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$180K - $202K
|
6.38K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.86KNew |
$221K - $248K
|
7.86K
$277K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
312+ 4.55% |
$7.73K - $8.94K
|
7.18K
$253K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
440New |
$10.9K - $12.6K
|
440
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-373- 2.71% |
$9.25K - $10.7K
|
13.4K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.04MNew |
$25.9M - $29.9M
|
1.04M
$36.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 6.55% |
$242K - $279K
|
159K
$5.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$9.92K - $11.5K
|
400
$14.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$169K - $195K
|
6.83K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
7.21KNew |
$179K - $206K
|
7.21K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.48K- 1.91% |
$36.6K - $42.2K
|
75.6K
$2.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.09K- 12.88% |
$27K - $31.2K
|
7.38K
$260K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$44.2K - $51K
|
1.78K
$62.7K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.07MNew |
$26.6M - $30.7M
|
1.07M
$37.8M
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
290New |
$7.44K - $7.92K
|
290
$10.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.9KNew |
$203K - $216K
|
7.9K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
252KNew |
$6.45M - $6.87M
|
252K
$8.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.84KNew |
$72.7K - $77.5K
|
2.84K
$99.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
572New |
$14.7K - $15.6K
|
572
$20.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 11.55% |
$25.6K - $27.3K
|
7.66K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
470+ 47.24% |
$12.1K - $12.8K
|
1.47K
$51.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
164K+ 47.35% |
$4.21M - $4.49M
|
511K
$18M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
438+ 1.65% |
$11.2K - $12K
|
27K
$950K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
724New |
$18.6K - $19.8K
|
724
$25.5K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-87.3K- 6.81% |
$2.24M - $2.38M
|
1.19M
$42.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-12.8K- 60.5% |
$329K - $351K
|
8.38K
$295K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.8K+ 43.19% |
$1.1M - $1.17M
|
142K
$5M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.57KNew |
$65.9K - $70.2K
|
2.57K
$90.5K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2M+ 107.11% |
$29.5M - $32M
|
2.33M
$82.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.66KNew |
$212K - $230K
|
8.66K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.92KNew |
$194K - $210K
|
7.92K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$588 - $637
|
24
$846
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
373KNew |
$9.15M - $9.91M
|
373K
$13.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$273K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.2KNew |
$445K - $482K
|
18.2K
$640K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
527KNew |
$12.9M - $14M
|
527K
$18.6M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.07KNew |
$193K - $207K
|
8.07K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.04MNew |
$48.8M - $52.3M
|
2.04M
$71.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
17.3KNew |
$414K - $443K
|
17.3K
$609K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
294KNew |
$7.02M - $7.52M
|
294K
$10.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.6K+ 10.79% |
$38.3K - $41K
|
16.4K
$579K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.9KNew |
$356K - $381K
|
14.9K
$524K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.06KNew |
$97.1K - $104K
|
4.06K
$143K
|
|
| Q4 2022 | |||||||
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200+ 1.88% |
$4.32K - $5.07K
|
10.9K
$383K
|
|