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
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.96K+ 8.27% |
$48.4K - $52.7K
|
25.6K
$674K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.8K+ 7.58% |
$44.6K - $48.6K
|
25.6K
$673K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.58K+ 14.47% |
$39.2K - $42.7K
|
12.5K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 18.66% |
$36.4K - $39.7K
|
9.36K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.27K+ 66.89% |
$31.5K - $34.3K
|
3.17K
$83.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1KNew |
$24.8K - $27K
|
1K
$26.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
993+ 50.84% |
$24.6K - $26.8K
|
2.95K
$77.5K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
982+ 11.45% |
$24.3K - $26.5K
|
9.56K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
943+ 2.31% |
$23.4K - $25.4K
|
41.8K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
862+ 4.82% |
$21.4K - $23.3K
|
18.7K
$493K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
852New |
$21.1K - $23K
|
852
$22.4K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
700+ 8.63% |
$17.3K - $18.9K
|
8.81K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
595+ 661.11% |
$14.7K - $16.1K
|
685
$18K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
535New |
$13.3K - $14.4K
|
535
$14.1K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
500+ 3.45% |
$12.4K - $13.5K
|
15K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
499New |
$12.4K - $13.5K
|
499
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
482+ 1.03% |
$11.9K - $13K
|
47.5K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
475+ 3.83% |
$11.8K - $12.8K
|
12.9K
$339K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
371+ 3.03% |
$9.19K - $10K
|
12.6K
$332K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
230+ 1.15% |
$5.7K - $6.21K
|
20.2K
$532K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
229+ 2.47% |
$5.67K - $6.18K
|
9.48K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
157+ 523.33% |
$3.89K - $4.24K
|
187
$4.92K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
121New |
$3K - $3.26K
|
121
$3.18K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
113+ 1.25% |
$2.8K - $3.05K
|
9.13K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82+ 0.81% |
$2.03K - $2.21K
|
10.2K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
75+ 0.82% |
$1.86K - $2.02K
|
9.24K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
43+ 1.6% |
$1.07K - $1.16K
|
2.73K
$71.7K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
32+ 0.02% |
$793 - $863
|
154K
$4.06M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24+ 0.23% |
$594 - $648
|
10.3K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
22+ 0.15% |
$545 - $594
|
14.2K
$375K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
18+ 0.2% |
$446 - $486
|
8.98K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.03% |
$149 - $162
|
20.7K
$546K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$24.8 - $27
|
1
$26.3
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4- 0.26% |
$99.1 - $108
|
1.56K
$41.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 0.2% |
$2.48K - $2.7K
|
50K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-169- 7.52% |
$4.19K - $4.56K
|
2.08K
$54.7K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-219- 2.64% |
$5.42K - $5.91K
|
8.07K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-281- 2.7% |
$6.96K - $7.58K
|
10.1K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-281- 0.49% |
$6.96K - $7.58K
|
57.4K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-282- 52.91% |
$6.99K - $7.61K
|
251
$6.61K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-328- 2.17% |
$8.12K - $8.85K
|
14.8K
$389K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-364- 1.46% |
$9.02K - $9.82K
|
24.6K
$647K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-383- 24.97% |
$9.49K - $10.3K
|
1.15K
$30.3K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-482- 5.31% |
$11.9K - $13K
|
8.6K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-557- 1.49% |
$13.8K - $15K
|
36.7K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729- 3.75% |
$18.1K - $19.7K
|
18.7K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-752- 2.07% |
$18.6K - $20.3K
|
35.5K
$936K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-883- 3.43% |
$21.9K - $23.8K
|
24.8K
$653K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.22K- 12.63% |
$30.2K - $32.9K
|
8.42K
$222K
|