Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DUHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
191K+ 18.0% |
$5.89M - $6.52M
|
1.26M
$43.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
161K+ 1235.38% |
$4.94M - $5.47M
|
174K
$6.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
161K+ 2.4% |
$4.94M - $5.47M
|
6.84M
$238M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
131K+ 8.16% |
$4.04M - $4.47M
|
1.74M
$60.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
130K+ 1.59% |
$4.01M - $4.44M
|
8.34M
$290M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125K+ 6.57% |
$3.86M - $4.27M
|
2.04M
$70.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113K+ 15.33% |
$3.47M - $3.85M
|
850K
$29.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 35.29% |
$3.4M - $3.77M
|
424K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
105K+ 12.13% |
$3.21M - $3.56M
|
967K
$33.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
102K+ 26.29% |
$3.15M - $3.49M
|
492K
$17.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
96.9K+ 5.58% |
$2.98M - $3.3M
|
1.83M
$63.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
89.9K+ 122.0% |
$2.76M - $3.06M
|
164K
$5.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.9K+ 17.86% |
$2.4M - $2.65M
|
514K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.1K+ 9.54% |
$2.34M - $2.59M
|
875K
$30.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 6.61% |
$2.2M - $2.44M
|
1.15M
$40.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
70.1KNew |
$2.16M - $2.39M
|
70.1K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
62.9KNew |
$1.93M - $2.14M
|
62.9K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.9K+ 195.22% |
$1.81M - $2.01M
|
89.1K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58.7KNew |
$1.8M - $2M
|
58.7K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
45.8K+ 3.35% |
$1.41M - $1.56M
|
1.41M
$49.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
45.4K+ 8.81% |
$1.4M - $1.55M
|
561K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
44.6K+ 8.84% |
$1.37M - $1.52M
|
549K
$19.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.9K+ 260.51% |
$1.29M - $1.43M
|
58K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 1.73% |
$1.28M - $1.41M
|
2.43M
$84.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
41.4K+ 37.72% |
$1.27M - $1.41M
|
151K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
39.8KNew |
$1.22M - $1.36M
|
39.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.2K+ 425.83% |
$898K - $995K
|
36.1K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.9K+ 12.72% |
$889K - $985K
|
256K
$8.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
28.1K+ 7.82% |
$864K - $958K
|
387K
$13.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24.2K+ 5.17% |
$745K - $825K
|
493K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.8KNew |
$732K - $812K
|
23.8K
$829K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 9.49% |
$728K - $807K
|
273K
$9.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.3K+ 1.13% |
$715K - $792K
|
2.08M
$72.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 31.58% |
$707K - $784K
|
95.9K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
22.8K+ 14.26% |
$702K - $778K
|
183K
$6.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 10.04% |
$699K - $774K
|
249K
$8.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
22.7K+ 11.23% |
$696K - $772K
|
224K
$7.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$692K - $767K
|
22.5K
$784K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
22.1K+ 5.25% |
$680K - $754K
|
443K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21.8K+ 5.24% |
$671K - $743K
|
438K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.7K+ 3.41% |
$668K - $740K
|
659K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
21.5K+ 7.04% |
$660K - $732K
|
326K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.1K+ 4.6% |
$649K - $719K
|
480K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
20.2KNew |
$620K - $687K
|
20.2K
$702K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20K+ 106.57% |
$614K - $680K
|
38.7K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 1339.02% |
$523K - $580K
|
18.3K
$637K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16.7K+ 9.37% |
$514K - $570K
|
195K
$6.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
16.6K+ 804.8% |
$511K - $566K
|
18.7K
$650K
|