Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.4M+ 115.16% |
$81.3M - $87.1M
|
6.35M
$213M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.93M+ 74.1% |
$70.1M - $75.1M
|
6.89M
$231M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.04MNew |
$48.8M - $52.3M
|
2.04M
$68.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
905K+ 71.76% |
$21.6M - $23.2M
|
2.17M
$72.6M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
871KNew |
$20.8M - $22.3M
|
871K
$29.2M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
757K+ 5648.12% |
$18.1M - $19.4M
|
771K
$25.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
724K+ 412.85% |
$17.3M - $18.5M
|
899K
$30.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
671K+ 26.3% |
$16M - $17.2M
|
3.22M
$108M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
659KNew |
$15.8M - $16.9M
|
659K
$22.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
476K+ 23552.45% |
$11.4M - $12.2M
|
478K
$16M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
465K+ 449.61% |
$11.1M - $11.9M
|
569K
$19.1M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
465K+ 449.61% |
$11.1M - $11.9M
|
569K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
418K+ 57.36% |
$10M - $10.7M
|
1.15M
$38.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
391K+ 27.59% |
$9.35M - $10M
|
1.81M
$60.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
381KNew |
$9.1M - $9.75M
|
381K
$12.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
371K+ 1002.8% |
$8.87M - $9.5M
|
408K
$13.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
365K+ 32.53% |
$8.72M - $9.34M
|
1.49M
$49.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
354K+ 76.09% |
$8.46M - $9.06M
|
819K
$27.5M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
331KNew |
$7.9M - $8.47M
|
331K
$11.1M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
331KNew |
$7.9M - $8.47M
|
331K
$11.1M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
307K+ 4.18% |
$7.33M - $7.85M
|
7.64M
$256M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
294KNew |
$7.02M - $7.52M
|
294K
$9.85M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
288KNew |
$6.89M - $7.38M
|
288K
$9.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
221K+ 18.68% |
$5.29M - $5.67M
|
1.41M
$47.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
215KNew |
$5.15M - $5.51M
|
215K
$7.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
215K+ 18.15% |
$5.13M - $5.5M
|
1.4M
$46.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
190K+ 584.94% |
$4.55M - $4.87M
|
223K
$7.47M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
151K+ 13.4% |
$3.61M - $3.87M
|
1.28M
$42.9M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
148K+ 63.78% |
$3.54M - $3.8M
|
381K
$12.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140K+ 53.09% |
$3.35M - $3.59M
|
404K
$13.5M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
127K+ 41.04% |
$3.03M - $3.25M
|
436K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
122KNew |
$2.91M - $3.12M
|
122K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
118K+ 38.18% |
$2.82M - $3.02M
|
427K
$14.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
104K+ 54.74% |
$2.48M - $2.66M
|
294K
$9.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 14.67% |
$2.4M - $2.57M
|
786K
$26.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
81.7K+ 178.22% |
$1.95M - $2.09M
|
128K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.8K+ 59.37% |
$1.88M - $2.02M
|
211K
$7.09M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.5K+ 228.69% |
$1.83M - $1.96M
|
110K
$3.69M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
68.7K+ 26.83% |
$1.64M - $1.76M
|
325K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
63.9K+ 16.89% |
$1.53M - $1.64M
|
442K
$14.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
62.3KNew |
$1.49M - $1.6M
|
62.3K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57.4KNew |
$1.37M - $1.47M
|
57.4K
$1.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56.2K+ 373.39% |
$1.34M - $1.44M
|
71.3K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
53.8K+ 10.72% |
$1.29M - $1.38M
|
555K
$18.6M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
53.3K+ 4.94% |
$1.27M - $1.37M
|
1.13M
$38M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
52.5K+ 2.35% |
$1.26M - $1.34M
|
2.29M
$76.7M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51.6K+ 17.38% |
$1.23M - $1.32M
|
349K
$11.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
51.1KNew |
$1.22M - $1.31M
|
51.1K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.2K+ 21.15% |
$1.18M - $1.26M
|
282K
$9.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
48.8K+ 32.03% |
$1.17M - $1.25M
|
201K
$6.75M
|