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 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.67K+ 14.61% |
$66.1K - $76.4K
|
20.9K
$702K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
2.58K+ 0.23% |
$64K - $73.9K
|
1.13M
$37.8M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.41K+ 22.44% |
$59.8K - $69.1K
|
13.2K
$441K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$44.2K - $51K
|
1.78K
$59.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 0.57% |
$38.7K - $44.8K
|
275K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.51K+ 14.12% |
$37.3K - $43.1K
|
12.2K
$408K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.12K+ 31.66% |
$27.9K - $32.2K
|
4.67K
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.11K+ 7.04% |
$27.6K - $31.8K
|
16.9K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
790+ 1.51% |
$19.6K - $22.6K
|
53.1K
$1.78M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
751New |
$18.6K - $21.5K
|
751
$25.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
687+ 0.25% |
$17K - $19.7K
|
273K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
613+ 71.7% |
$15.2K - $17.6K
|
1.47K
$49.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
530+ 2.91% |
$13.1K - $15.2K
|
18.7K
$628K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
440New |
$10.9K - $12.6K
|
440
$14.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$9.92K - $11.5K
|
400
$13.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
360+ 1.41% |
$8.92K - $10.3K
|
25.9K
$869K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
340+ 33.6% |
$8.43K - $9.74K
|
1.35K
$45.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
313+ 1.84% |
$7.76K - $8.96K
|
17.3K
$580K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
312+ 4.55% |
$7.73K - $8.94K
|
7.18K
$241K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
288+ 0.24% |
$7.14K - $8.25K
|
120K
$4.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
206+ 32.91% |
$5.11K - $5.9K
|
832
$27.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
161+ 0.08% |
$3.99K - $4.61K
|
199K
$6.68M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
126+ 0.25% |
$3.12K - $3.61K
|
51.2K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
56+ 0.42% |
$1.39K - $1.6K
|
13.3K
$446K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
53+ 0.1% |
$1.31K - $1.52K
|
52.8K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28+ 0.19% |
$694 - $802
|
14.5K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23+ 0.1% |
$570 - $659
|
22.3K
$748K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 1.14% |
$248 - $286
|
885
$29.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.05% |
$99.2 - $115
|
8.18K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-15- 0.22% |
$372 - $430
|
6.75K
$226K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63- 2.78% |
$1.56K - $1.8K
|
2.21K
$74K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-85- 0.1% |
$2.11K - $2.43K
|
85.3K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-190- 0.33% |
$4.71K - $5.44K
|
57.7K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-241- 30.58% |
$5.97K - $6.9K
|
547
$18.3K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-285- 0.27% |
$7.07K - $8.16K
|
107K
$3.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-352- 6.78% |
$8.73K - $10.1K
|
4.84K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-373- 2.71% |
$9.25K - $10.7K
|
13.4K
$449K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-477- 1.1% |
$11.8K - $13.7K
|
43K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-480- 0.17% |
$11.9K - $13.7K
|
286K
$9.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-541- 95.75% |
$13.4K - $15.5K
|
24
$805
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-891- 3.62% |
$22.1K - $25.5K
|
23.8K
$797K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-991- 1.63% |
$24.6K - $28.4K
|
59.7K
$2M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.04K- 0.08% |
$25.8K - $29.8K
|
1.33M
$44.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.07K- 0.46% |
$26.5K - $30.6K
|
232K
$7.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.09K- 12.88% |
$27K - $31.2K
|
7.38K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.1K- 2.35% |
$27.1K - $31.4K
|
45.6K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.1K- 3.1% |
$27.3K - $31.5K
|
34.4K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.48K- 1.91% |
$36.6K - $42.2K
|
75.6K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.64K- 3.18% |
$40.5K - $46.8K
|
49.8K
$1.67M
|