Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.9K+ 105.18% |
$394K - $455K
|
31K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.6K+ 4.57% |
$387K - $447K
|
357K
$12.5M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
15.2K+ 7.65% |
$376K - $435K
|
214K
$7.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 1.62% |
$360K - $416K
|
911K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$353K - $408K
|
14.3K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14.1KNew |
$349K - $403K
|
14.1K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 11.78% |
$343K - $396K
|
131K
$4.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.8K+ 5.39% |
$343K - $396K
|
270K
$9.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$340K - $393K
|
13.7K
$481K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
13.6K+ 9.06% |
$338K - $390K
|
164K
$5.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.3K+ 40.6% |
$330K - $382K
|
46.1K
$1.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$294K - $339K
|
11.8K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.8K+ 7.95% |
$293K - $338K
|
160K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$290K - $335K
|
11.7K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.3KNew |
$281K - $325K
|
11.3K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10.9KNew |
$269K - $311K
|
10.9K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.97K+ 39.95% |
$247K - $286K
|
34.9K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
9.91K+ 1.4% |
$246K - $284K
|
716K
$25.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 6.55% |
$242K - $279K
|
159K
$5.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.7KNew |
$241K - $278K
|
9.7K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.3K+ 12.28% |
$230K - $266K
|
85K
$2.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
9.15K+ 18.47% |
$227K - $262K
|
58.6K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
8.71K+ 118.23% |
$216K - $249K
|
16.1K
$563K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.51KNew |
$211K - $244K
|
8.51K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7.71KNew |
$191K - $221K
|
7.71K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
7.54KNew |
$187K - $216K
|
7.54K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.22KNew |
$179K - $207K
|
7.22K
$253K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
7.21KNew |
$179K - $206K
|
7.21K
$252K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
7.17KNew |
$178K - $205K
|
7.17K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.14K+ 104.49% |
$177K - $204K
|
14K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6.94K+ 1.81% |
$172K - $199K
|
391K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.87K+ 10.97% |
$170K - $197K
|
69.5K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$169K - $195K
|
6.83K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.13K+ 18.4% |
$152K - $176K
|
39.4K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
6.1K+ 10.65% |
$151K - $175K
|
63.4K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.42K+ 5.63% |
$134K - $155K
|
102K
$3.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.37K+ 47.81% |
$133K - $154K
|
16.6K
$582K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.28K+ 4.27% |
$131K - $151K
|
129K
$4.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.28K+ 2.82% |
$131K - $151K
|
192K
$6.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
4.33K+ 1.73% |
$107K - $124K
|
255K
$8.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.06K+ 29.05% |
$101K - $116K
|
18K
$631K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
3.2K+ 0.2% |
$79.2K - $91.5K
|
1.6M
$56M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.11K+ 3.78% |
$77.1K - $89.1K
|
85.4K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.07K+ 0.8% |
$76.1K - $87.9K
|
387K
$13.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.07K+ 0.8% |
$76.1K - $87.9K
|
387K
$13.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.06K+ 25.0% |
$75.9K - $87.7K
|
15.3K
$536K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.02KNew |
$74.9K - $86.5K
|
3.02K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.76K+ 5.33% |
$68.3K - $78.9K
|
54.4K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
BUY
|
- |
2.76K+ 5.11% |
$68.3K - $78.9K
|
56.7K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.7K+ 12.74% |
$66.9K - $77.3K
|
23.9K
$837K
|