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 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.8K+ 22.29% |
$391K - $426K
|
86.6K
$2.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 12.18% |
$371K - $404K
|
138K
$3.48M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.7K+ 3.69% |
$365K - $397K
|
413K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 32.07% |
$331K - $360K
|
55K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$321K - $350K
|
13K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8K+ 8.69% |
$267K - $291K
|
135K
$3.39M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10.5K+ 146.59% |
$259K - $282K
|
17.6K
$443K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10.3K+ 9.72% |
$256K - $279K
|
117K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
10.3KNew |
$254K - $277K
|
10.3K
$258K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.86K+ 113.05% |
$244K - $266K
|
18.6K
$468K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.01KNew |
$223K - $243K
|
9.01K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8.78KNew |
$217K - $237K
|
8.78K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.7K+ 4.65% |
$216K - $235K
|
196K
$4.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.66K+ 20.71% |
$214K - $234K
|
50.4K
$1.27M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.4K+ 19.84% |
$208K - $227K
|
50.8K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
8.1KNew |
$201K - $219K
|
8.1K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.01KNew |
$198K - $216K
|
8.01K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.69K+ 48.85% |
$190K - $207K
|
23.4K
$590K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.69KNew |
$190K - $207K
|
7.69K
$194K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
7.59K+ 6.6% |
$188K - $205K
|
123K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
7.59K+ 38.39% |
$188K - $205K
|
27.3K
$689K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$186K - $202K
|
7.5K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.45K+ 2.76% |
$185K - $201K
|
277K
$6.98M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.23K+ 15.0% |
$179K - $195K
|
55.4K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.84K+ 14.19% |
$169K - $184K
|
55K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.87K+ 6.43% |
$145K - $158K
|
97.2K
$2.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.22K+ 3019.65% |
$129K - $141K
|
5.4K
$136K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.18K+ 14.15% |
$128K - $140K
|
41.8K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
4.99K+ 1.52% |
$124K - $135K
|
333K
$8.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.98K+ 2.1% |
$123K - $134K
|
243K
$6.11M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.93K+ 9.58% |
$122K - $133K
|
56.4K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.79K+ 7.63% |
$119K - $129K
|
67.5K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.64K+ 7.06% |
$115K - $125K
|
70.3K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.54KNew |
$112K - $122K
|
4.54K
$114K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.09K+ 0.65% |
$101K - $110K
|
631K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.87K+ 7.24% |
$95.9K - $104K
|
57.3K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.84K+ 0.91% |
$95.1K - $104K
|
425K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.79K+ 26.49% |
$93.8K - $102K
|
18.1K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.75K+ 1.25% |
$92.8K - $101K
|
304K
$7.65M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.64K+ 14.73% |
$90.2K - $98.2K
|
28.4K
$714K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.46K+ 6.09% |
$85.7K - $93.3K
|
60.2K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.44K+ 20.82% |
$85.2K - $92.8K
|
20K
$503K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.33K+ 3.67% |
$82.4K - $89.8K
|
94.1K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.23K+ 14.0% |
$79.9K - $87K
|
26.3K
$661K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.21K+ 10.02% |
$79.6K - $86.7K
|
35.3K
$888K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.88K+ 69.06% |
$71.4K - $77.8K
|
7.06K
$178K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.74K+ 256.81% |
$67.7K - $73.8K
|
3.8K
$95.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.67K+ 2.91% |
$66.1K - $72K
|
94.4K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.33K+ 6.9% |
$57.6K - $62.7K
|
36K
$908K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.25KNew |
$55.7K - $60.7K
|
2.25K
$56.7K
|