Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
46.6K+ 15.88% |
$1.14M - $1.24M
|
340K
$11.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
43.1K+ 3.06% |
$1.06M - $1.14M
|
1.45M
$50.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
42.7K+ 12.92% |
$1.05M - $1.13M
|
373K
$13.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
42.7K+ 12.92% |
$1.05M - $1.13M
|
373K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
39.3K+ 20.57% |
$964K - $1.04M
|
230K
$8.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.1K+ 33.8% |
$910K - $986K
|
147K
$5.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
34.7K+ 17.53% |
$850K - $920K
|
233K
$8.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
31.9K+ 33.73% |
$782K - $847K
|
127K
$4.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29.6KNew |
$725K - $785K
|
29.6K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$716K - $775K
|
29.2K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
27.8K+ 8.71% |
$682K - $738K
|
347K
$12.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
27.2K+ 48.21% |
$665K - $721K
|
83.5K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27K+ 282.52% |
$662K - $717K
|
36.6K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26K+ 36.42% |
$636K - $689K
|
97.3K
$3.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
24K+ 3.65% |
$589K - $638K
|
684K
$23.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23.3K+ 380.45% |
$572K - $620K
|
29.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.2K+ 25.43% |
$568K - $615K
|
114K
$4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
22.9K+ 100.46% |
$562K - $608K
|
45.7K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.3K+ 12.64% |
$547K - $593K
|
199K
$6.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
22K+ 6.78% |
$540K - $585K
|
347K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21.2K+ 9.1% |
$520K - $563K
|
255K
$8.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
21K+ 1.85% |
$514K - $557K
|
1.15M
$40.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.8KNew |
$510K - $552K
|
20.8K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.4K+ 3141.08% |
$500K - $542K
|
21.1K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.6KNew |
$481K - $520K
|
19.6K
$687K
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
19.2K+ 13.6% |
$470K - $508K
|
160K
$5.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.1K+ 14.12% |
$469K - $508K
|
155K
$5.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
18.8K+ 32.94% |
$460K - $498K
|
75.7K
$2.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
18.2KNew |
$446K - $483K
|
18.2K
$637K
|
|
|
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
$637K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
18K+ 22.15% |
$441K - $477K
|
99.2K
$3.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16.4K+ 13.18% |
$401K - $435K
|
141K
$4.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
16K+ 33.57% |
$393K - $425K
|
63.7K
$2.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.8KNew |
$388K - $421K
|
15.8K
$555K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
14.6KNew |
$357K - $386K
|
14.6K
$510K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
14.5K+ 37.42% |
$355K - $385K
|
53.2K
$1.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
13.8KNew |
$339K - $367K
|
13.8K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.8KNew |
$337K - $365K
|
13.8K
$482K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
13.6K+ 7.17% |
$334K - $362K
|
204K
$7.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
13.2K+ 134.16% |
$323K - $350K
|
23K
$806K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
12.5K+ 5.5% |
$305K - $330K
|
239K
$8.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12.1KNew |
$296K - $320K
|
12.1K
$423K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 20.87% |
$273K - $296K
|
64.6K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
9.7K+ 18.99% |
$238K - $257K
|
60.8K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.58KNew |
$235K - $254K
|
9.58K
$335K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9.54K+ 7.48% |
$234K - $253K
|
137K
$4.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
9.44K+ 23.86% |
$231K - $250K
|
49K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.66KNew |
$212K - $230K
|
8.66K
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.66KNew |
$212K - $230K
|
8.66K
$303K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.66KNew |
$212K - $230K
|
8.66K
$303K
|