Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.83K- 0.95% |
$149K - $165K
|
502K
$16.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.9K- 12.88% |
$151K - $167K
|
33.1K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.93K- 3.66% |
$151K - $168K
|
130K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.54K- 1.67% |
$201K - $223K
|
385K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.89K- 97.92% |
$243K - $269K
|
168
$5.63K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.9K- 12.37% |
$243K - $269K
|
55.9K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.93K- 6.88% |
$244K - $270K
|
107K
$3.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.96K- 56.61% |
$245K - $271K
|
6.1K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-8.11K- 43.29% |
$249K - $276K
|
10.6K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.01K- 15.62% |
$277K - $307K
|
48.7K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-11.5K- 12.46% |
$353K - $391K
|
80.7K
$2.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-13.4K- 0.66% |
$412K - $457K
|
2.03M
$68.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13.6K- 0.83% |
$419K - $465K
|
1.64M
$55M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 11.18% |
$425K - $471K
|
110K
$3.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14.7K- 0.22% |
$453K - $502K
|
6.74M
$226M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.8K- 4.04% |
$485K - $538K
|
375K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.9K- 26.84% |
$520K - $577K
|
46.2K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 2.08% |
$521K - $578K
|
798K
$26.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-18.6K- 2.63% |
$571K - $633K
|
689K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-20.5K- 3.89% |
$629K - $697K
|
505K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.5K- 0.77% |
$631K - $699K
|
2.65M
$89M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-26.2K- 2.01% |
$805K - $892K
|
1.27M
$42.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-27.9K- 1.37% |
$858K - $951K
|
2.02M
$67.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-31.4K- 13.2% |
$964K - $1.07M
|
206K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.6K- 74.44% |
$1.22M - $1.35M
|
13.6K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.7K- 2.18% |
$1.25M - $1.39M
|
1.83M
$61.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-62.4K- 4.56% |
$1.92M - $2.13M
|
1.31M
$43.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-62.5K- 11.94% |
$1.92M - $2.13M
|
460K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-65.6K- 23.24% |
$2.02M - $2.24M
|
217K
$7.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.8K- 7.21% |
$2.39M - $2.65M
|
1M
$33.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-92.9K- 33.54% |
$2.85M - $3.16M
|
184K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-104K- 5.4% |
$3.18M - $3.53M
|
1.81M
$60.8M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-170K- 18.05% |
$5.22M - $5.78M
|
771K
$25.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-187K- 67.64% |
$5.74M - $6.36M
|
89.3K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-369K- 14.57% |
$11.4M - $12.6M
|
2.17M
$72.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-710K- 47.3% |
$21.8M - $24.2M
|
791K
$26.5M
|