Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.69M+ 2723.35% |
$98.8M - $119M
|
4.86M
$122M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.72M+ 10355.57% |
$36.2M - $43.7M
|
1.73M
$43.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
1.54MNew |
$32.4M - $39.2M
|
1.54M
$38.7M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07MNew |
$22.7M - $27.4M
|
1.07M
$27.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
BUY
|
- |
357KNew |
$7.52M - $9.09M
|
357K
$8.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
340KNew |
$7.16M - $8.66M
|
340K
$8.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
272KNew |
$5.74M - $6.94M
|
272K
$6.86M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
149KNew |
$3.14M - $3.79M
|
149K
$3.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
110KNew |
$2.32M - $2.81M
|
110K
$2.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
82.1KNew |
$1.73M - $2.09M
|
82.1K
$2.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
81.2KNew |
$1.71M - $2.07M
|
81.2K
$2.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
80.2KNew |
$1.69M - $2.04M
|
80.2K
$2.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77.2KNew |
$1.63M - $1.97M
|
77.2K
$1.94M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
50.2KNew |
$1.06M - $1.28M
|
50.2K
$1.26M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
49.1KNew |
$1.04M - $1.25M
|
49.1K
$1.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
40KNew |
$843K - $1.02M
|
40K
$1.01M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
38.2KNew |
$805K - $973K
|
38.2K
$961K
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
33.1KNew |
$698K - $843K
|
33.1K
$833K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
31.5KNew |
$663K - $802K
|
31.5K
$792K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
30.9KNew |
$652K - $789K
|
30.9K
$779K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.9KNew |
$588K - $711K
|
27.9K
$702K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
27.4KNew |
$578K - $699K
|
27.4K
$690K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.4KNew |
$473K - $572K
|
22.4K
$565K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.1KNew |
$402K - $485K
|
19.1K
$480K
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
16KNew |
$337K - $408K
|
16K
$403K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15.8KNew |
$333K - $402K
|
15.8K
$397K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.1KNew |
$319K - $386K
|
15.1K
$381K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.1KNew |
$318K - $384K
|
15.1K
$380K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.9KNew |
$293K - $354K
|
13.9K
$350K
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.8KNew |
$249K - $301K
|
11.8K
$297K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$225K - $272K
|
10.7K
$269K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.96KNew |
$210K - $254K
|
9.96K
$251K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
8.45KNew |
$178K - $215K
|
8.45K
$213K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.07KNew |
$170K - $206K
|
8.07K
$203K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$150K - $181K
|
7.1K
$179K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.77KNew |
$58.3K - $70.5K
|
2.77K
$69.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.05KNew |
$43.3K - $52.3K
|
2.05K
$51.7K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.75KNew |
$36.8K - $44.5K
|
1.75K
$44K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
18New |
$379 - $459
|
18
$453
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.58K- 3.64% |
$33.3K - $40.3K
|
41.8K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.75KClosed |
$36.8K - $44.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.09KClosed |
$86.3K - $104K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-8.2KClosed |
$173K - $209K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.6KClosed |
$1.09M - $1.32M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.2KClosed |
$1.31M - $1.59M
|
0
$0
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-847K- 65.71% |
$17.9M - $21.6M
|
442K
$11.1M
|