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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-281- 0.36% |
$6.89K - $7.46K
|
78K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-327- 3.67% |
$8.01K - $8.68K
|
8.59K
$301K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-400- 1.09% |
$9.8K - $10.6K
|
36.3K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-496- 17.93% |
$12.2K - $13.2K
|
2.27K
$79.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-858- 3.13% |
$21K - $22.8K
|
26.5K
$930K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.04K- 4.13% |
$25.4K - $27.5K
|
24.1K
$842K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.72K- 16.62% |
$66.8K - $72.3K
|
13.7K
$479K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.86K- 1.42% |
$70.2K - $76K
|
199K
$6.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.65K- 12.75% |
$89.4K - $96.8K
|
25K
$875K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.34K- 0.24% |
$106K - $115K
|
1.8M
$63.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.65K- 8.11% |
$114K - $123K
|
52.7K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.53K- 4.4% |
$135K - $147K
|
120K
$4.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.01K- 10.6% |
$147K - $160K
|
50.7K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.16K- 0.54% |
$151K - $164K
|
1.14M
$40M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.6K- 49.91% |
$162K - $175K
|
6.62K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.76K- 22.36% |
$166K - $179K
|
23.5K
$822K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-7.11K- 15.05% |
$174K - $189K
|
40.2K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-18.1K- 3.21% |
$443K - $480K
|
544K
$19.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-49.2K- 22.84% |
$1.2M - $1.3M
|
166K
$5.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-91.8K- 25.64% |
$2.25M - $2.44M
|
266K
$9.32M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-137K- 9.67% |
$3.36M - $3.64M
|
1.28M
$44.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-138K- 13.99% |
$3.37M - $3.65M
|
845K
$29.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-256K- 45.79% |
$6.28M - $6.8M
|
303K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-304K- 37.12% |
$7.45M - $8.07M
|
515K
$18M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-389K- 84.61% |
$9.54M - $10.3M
|
70.8K
$2.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.05M- 45.77% |
$25.6M - $27.8M
|
1.24M
$43.4M
|