Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DIHP)

DIHP Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q3 2023. 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
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
4.88M
New
$113M - $123M
4.88M $123M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
1.96M
+ 432.1%
$45.2M - $49.3M
2.41M $60.7M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
1.71M
+ 23.17%
$39.5M - $43M
9.09M $229M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.71M
+ 23.88%
$39.4M - $43M
8.86M $223M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
771K
+ 23392.11%
$17.8M - $19.4M
774K $19.5M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
755K
+ 14.63%
$17.4M - $19M
5.92M $149M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
263K
+ 31.05%
$6.08M - $6.62M
1.11M $28M
Nov 13, 2023 Q3 2023
Verdad Advisers, LP

Boston, MA
BUY
 -
224K
+ 277.64%
$5.16M - $5.62M
304K $7.65M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
209K
+ 4.74%
$4.83M - $5.27M
4.63M $116M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
113K
New
$2.61M - $2.85M
113K $2.85M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
106K
+ 63.49%
$2.46M - $2.68M
274K $6.9M
Oct 25, 2023 Q3 2023
Planning Center, Inc.

BUY
 -
93.7K
+ 6.13%
$2.16M - $2.36M
1.62M $40.9M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
92.2K
+ 7.86%
$2.13M - $2.32M
1.27M $31.9M
Nov 02, 2023 Q3 2023
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
85.7K
New
$1.98M - $2.16M
85.7K $2.16M
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
74K
+ 1.32%
$1.71M - $1.86M
5.69M $143M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
70.5K
+ 19.2%
$1.63M - $1.77M
438K $11M
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
70.5K
+ 21.02%
$1.63M - $1.77M
406K $10.2M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
70.2K
+ 53.7%
$1.62M - $1.77M
201K $5.06M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
64.9K
+ 5.29%
$1.5M - $1.63M
1.29M $32.5M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
62K
New
$1.43M - $1.56M
62K $1.56M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
61.7K
+ 81.06%
$1.42M - $1.55M
138K $3.47M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
56.7K
+ 14.47%
$1.31M - $1.43M
449K $11.3M
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
55.4K
+ 34.03%
$1.28M - $1.39M
218K $5.49M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
50.8K
+ 340.29%
$1.17M - $1.28M
65.7K $1.65M
Oct 23, 2023 Q3 2023
Bridgewater Advisors Inc.

BUY
 -
43.1K
+ 4.14%
$995K - $1.08M
1.08M $27.3M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
41.8K
+ 21.37%
$964K - $1.05M
237K $5.97M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
40.4K
+ 5.96%
$932K - $1.02M
718K $18.1M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
37.7K
New
$870K - $948K
37.7K $949K
Nov 08, 2023 Q3 2023
Claris Advisors, LLC

BUY
 -
37.7K
+ 86.78%
$869K - $947K
81K $2.04M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
37K
New
$855K - $931K
37K $932K
Nov 14, 2024 Q3 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
37K
+ 2.79%
$854K - $931K
1.37M $34.4M
Oct 16, 2023 Q3 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
36.4K
+ 33.64%
$840K - $915K
145K $3.64M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
36.1K
+ 10.43%
$832K - $907K
382K $9.61M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
36K
New
$830K - $905K
36K $906K
Oct 23, 2023 Q3 2023
Satovsky Asset Management LLC

BUY
 -
33.9K
+ 4.01%
$783K - $852K
880K $22.2M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
33.3K
+ 12.68%
$770K - $838K
296K $7.46M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
32.1K
New
$741K - $807K
32.1K $808K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
31.2K
+ 47.62%
$720K - $784K
96.7K $2.43M
Nov 14, 2023 Q3 2023
Fortress Wealth Management, Inc.

BUY
 -
23.2K
+ 11.07%
$536K - $584K
233K $5.86M
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
22.6K
+ 6.54%
$521K - $567K
368K $9.25M
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
22.1K
New
$510K - $555K
22.1K $556K
Nov 07, 2023 Q3 2023
Efficient Advisors, LLC

BUY
 -
21.9K
+ 4.89%
$505K - $550K
469K $11.8M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
20.6K
+ 57.21%
$475K - $518K
56.6K $1.42M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
20.2K
+ 21.34%
$468K - $509K
115K $2.9M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
20.1K
+ 49.84%
$464K - $505K
60.4K $1.52M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
18.9K
+ 102.52%
$436K - $475K
37.3K $938K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
17.9K
+ 15.79%
$413K - $450K
131K $3.31M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
15.8K
New
$365K - $397K
15.8K $398K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
13.9K
+ 56.58%
$322K - $350K
38.6K $971K

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