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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47K+ 0.06% |
$49.5K - $52.5K
|
2.57M
$89.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.46K+ 20.13% |
$49.1K - $52.1K
|
8.71K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.43K+ 13.22% |
$48.1K - $51.1K
|
12.3K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 0.51% |
$48K - $50.9K
|
280K
$9.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.4KNew |
$47.2K - $50.1K
|
1.4K
$48.7K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.37K+ 9.7% |
$45.9K - $48.8K
|
15.4K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.33K+ 23.61% |
$44.8K - $47.6K
|
6.98K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.03KNew |
$34.6K - $36.7K
|
1.03K
$35.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.02KNew |
$34.1K - $36.2K
|
1.02K
$35.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
917New |
$30.8K - $32.7K
|
917
$31.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900+ 33.67% |
$30.3K - $32.1K
|
3.57K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
860+ 13.95% |
$28.9K - $30.7K
|
7.03K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
807+ 0.77% |
$27.1K - $28.8K
|
105K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
798New |
$26.8K - $28.5K
|
798
$27.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
754+ 0.58% |
$25.3K - $26.9K
|
131K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
730+ 5.07% |
$24.5K - $26.1K
|
15.1K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 6.79% |
$23K - $24.4K
|
10.8K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
679+ 0.41% |
$22.8K - $24.2K
|
164K
$5.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635New |
$21.3K - $22.7K
|
635
$22K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
615+ 1.68% |
$20.7K - $21.9K
|
37.2K
$1.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
584+ 0.64% |
$19.6K - $20.8K
|
91.5K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
568+ 174.23% |
$19.1K - $20.3K
|
894
$31K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
467New |
$15.7K - $16.7K
|
467
$16.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
349New |
$11.7K - $12.5K
|
349
$12.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
336+ 1.25% |
$11.3K - $12K
|
27.2K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
317+ 1.2% |
$10.7K - $11.3K
|
26.6K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
294+ 0.14% |
$9.88K - $10.5K
|
213K
$7.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
283+ 154.64% |
$9.51K - $10.1K
|
466
$16.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
283+ 1.74% |
$9.51K - $10.1K
|
16.6K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
279+ 0.26% |
$9.38K - $9.96K
|
108K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
232New |
$7.8K - $8.28K
|
232
$8.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
223+ 2.85% |
$7.5K - $7.96K
|
8.06K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
159+ 0.04% |
$5.35K - $5.67K
|
385K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
128+ 30.26% |
$4.3K - $4.57K
|
551
$19.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
122New |
$4.1K - $4.35K
|
122
$4.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
69+ 0.6% |
$2.32K - $2.46K
|
11.5K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
64+ 0.3% |
$2.15K - $2.28K
|
21.7K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
55+ 4.82% |
$1.85K - $1.96K
|
1.2K
$41.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
51+ 0.04% |
$1.71K - $1.82K
|
114K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
42+ 0.29% |
$1.41K - $1.5K
|
14.4K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.3% |
$1.31K - $1.39K
|
13.2K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
33+ 0.25% |
$1.11K - $1.18K
|
13.4K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29+ 0.3% |
$975 - $1.04K
|
9.78K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23+ 0.29% |
$773 - $821
|
7.98K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
21+ 0.2% |
$706 - $749
|
10.4K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8+ 0.05% |
$269 - $286
|
14.6K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.01% |
$101 - $107
|
28.2K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-82- 2.4% |
$2.76K - $2.93K
|
3.33K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-134- 1.31% |
$4.51K - $4.78K
|
10.1K
$351K
|