Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9.61K+ 2.37% |
$323K - $343K
|
415K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.4K+ 17.44% |
$316K - $336K
|
63.3K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.19K+ 2.63% |
$309K - $328K
|
358K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.16K+ 12.79% |
$308K - $327K
|
80.7K
$2.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.13K+ 15.8% |
$307K - $326K
|
66.9K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.77K+ 26.81% |
$295K - $313K
|
41.5K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.59K+ 22.94% |
$289K - $306K
|
46K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.55KNew |
$287K - $305K
|
8.55K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.26K+ 3.03% |
$244K - $259K
|
247K
$8.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
6.69K+ 75.89% |
$225K - $239K
|
15.5K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.66KNew |
$224K - $238K
|
6.66K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.63K+ 92.28% |
$223K - $237K
|
13.8K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.46KNew |
$217K - $231K
|
6.46K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
6.25K+ 6.5% |
$210K - $223K
|
102K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.79K+ 11.94% |
$195K - $207K
|
54.3K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.63K+ 21.54% |
$189K - $201K
|
31.8K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.58KNew |
$187K - $199K
|
5.58K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.2K+ 6.21% |
$175K - $185K
|
88.9K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.16K+ 113.49% |
$174K - $184K
|
9.71K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.94K+ 2.49% |
$166K - $176K
|
203K
$7.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.85K+ 6.38% |
$163K - $173K
|
80.8K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.37K+ 35.76% |
$147K - $156K
|
16.6K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
3.8K+ 1.29% |
$128K - $136K
|
299K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.37KNew |
$113K - $120K
|
3.37K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.22K+ 8.75% |
$74.7K - $79.3K
|
27.6K
$961K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.97K+ 0.38% |
$66.1K - $70.1K
|
524K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.76K+ 16.21% |
$59.1K - $62.7K
|
12.6K
$439K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47K+ 0.06% |
$49.5K - $52.5K
|
2.57M
$89.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 0.51% |
$48K - $50.9K
|
280K
$9.75M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.37K+ 9.7% |
$45.9K - $48.8K
|
15.4K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.33K+ 23.61% |
$44.8K - $47.6K
|
6.98K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.03KNew |
$34.6K - $36.7K
|
1.03K
$35.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
917New |
$30.8K - $32.7K
|
917
$31.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900+ 33.67% |
$30.3K - $32.1K
|
3.57K
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
798New |
$26.8K - $28.5K
|
798
$27.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
754+ 0.58% |
$25.3K - $26.9K
|
131K
$4.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 6.79% |
$23K - $24.4K
|
10.8K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635New |
$21.3K - $22.7K
|
635
$22.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
568+ 174.23% |
$19.1K - $20.3K
|
894
$31.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
349New |
$11.7K - $12.5K
|
349
$12.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
336+ 1.25% |
$11.3K - $12K
|
27.2K
$947K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
317+ 1.2% |
$10.7K - $11.3K
|
26.6K
$928K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
283+ 154.64% |
$9.51K - $10.1K
|
466
$16.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
279+ 0.26% |
$9.38K - $9.96K
|
108K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
232New |
$7.8K - $8.28K
|
232
$8.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
223+ 2.85% |
$7.5K - $7.96K
|
8.06K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
64+ 0.3% |
$2.15K - $2.28K
|
21.7K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
55+ 4.82% |
$1.85K - $1.96K
|
1.2K
$41.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
51+ 0.04% |
$1.71K - $1.82K
|
114K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
42+ 0.29% |
$1.41K - $1.5K
|
14.4K
$501K
|