Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22M+ 39.58% |
$104M - $114M
|
14.9M
$374M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.11M+ 39.07% |
$102M - $111M
|
14.6M
$369M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.05M+ 144.89% |
$26M - $28.3M
|
1.77M
$44.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
735K+ 63.84% |
$18.2M - $19.8M
|
1.89M
$47.5M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
561KNew |
$13.9M - $15.1M
|
561K
$14.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
535K+ 3578.51% |
$13.3M - $14.4M
|
550K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
228KNew |
$5.64M - $6.14M
|
228K
$5.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
189K+ 14.25% |
$4.68M - $5.09M
|
1.51M
$38.1M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
163K+ 10.07% |
$4.03M - $4.39M
|
1.78M
$44.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
153K+ 30.84% |
$3.78M - $4.12M
|
648K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
147K+ 40.36% |
$3.63M - $3.96M
|
510K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
124K+ 4.4% |
$3.06M - $3.33M
|
2.93M
$73.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
109K+ 34.89% |
$2.71M - $2.95M
|
422K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
104K+ 26.37% |
$2.58M - $2.81M
|
499K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
104K+ 23.5% |
$2.57M - $2.8M
|
546K
$13.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
104K+ 6.21% |
$2.56M - $2.79M
|
1.77M
$44.6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
97K+ 7.49% |
$2.4M - $2.62M
|
1.39M
$35.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.8K+ 67.72% |
$2.15M - $2.34M
|
215K
$5.41M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
78.5K+ 106.62% |
$1.94M - $2.12M
|
152K
$3.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
73.6K+ 63.71% |
$1.82M - $1.99M
|
189K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
71.3K+ 12.88% |
$1.77M - $1.92M
|
625K
$15.7M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
69.7KNew |
$1.73M - $1.88M
|
69.7K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
69.3K+ 235.59% |
$1.72M - $1.87M
|
98.7K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.7K+ 60.3% |
$1.45M - $1.58M
|
156K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
58.7K+ 19.77% |
$1.45M - $1.58M
|
356K
$8.96M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.1KNew |
$1.39M - $1.51M
|
56.1K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
55.1K+ 171.28% |
$1.36M - $1.49M
|
87.3K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
53.6K+ 449.7% |
$1.33M - $1.45M
|
65.5K
$1.65M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.6K+ 195.13% |
$1.08M - $1.18M
|
65.9K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
41.1K+ 9.57% |
$1.02M - $1.11M
|
471K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
37.8K+ 14.27% |
$936K - $1.02M
|
303K
$7.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
36.8K+ 197.82% |
$911K - $992K
|
55.4K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
35.5K+ 0.61% |
$880K - $958K
|
5.84M
$147M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.4K+ 13.66% |
$851K - $927K
|
286K
$7.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
32.4K+ 12.15% |
$804K - $875K
|
299K
$7.54M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
32.2K+ 2.4% |
$798K - $869K
|
1.37M
$34.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32.1K+ 4.81% |
$796K - $867K
|
700K
$17.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
29.5K+ 19.57% |
$731K - $797K
|
180K
$4.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
27.6K+ 150.02% |
$683K - $744K
|
46K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.8K+ 9.69% |
$664K - $723K
|
303K
$7.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
25.6K+ 8.33% |
$634K - $691K
|
333K
$8.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
23.6K+ 22.56% |
$584K - $636K
|
128K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23K+ 9.81% |
$571K - $622K
|
258K
$6.5M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.1K+ 12.23% |
$522K - $569K
|
194K
$4.87M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 57.05% |
$460K - $501K
|
51.2K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
18.3K+ 10.83% |
$453K - $494K
|
187K
$4.72M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 36.33% |
$435K - $474K
|
65.9K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 36.33% |
$435K - $474K
|
65.9K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.4K+ 10.88% |
$430K - $468K
|
177K
$4.46M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
16.5K+ 3.49% |
$408K - $444K
|
489K
$12.3M
|