Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
7M+ 82.58% |
$176M - $193M
|
15.5M
$422M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49M+ 6.62% |
$37.4M - $41M
|
23.9M
$652M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
607K+ 69.73% |
$15.3M - $16.7M
|
1.48M
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
508K+ 47.51% |
$12.8M - $14M
|
1.58M
$43M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
288KNew |
$7.25M - $7.95M
|
288K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
288K+ 4.77% |
$7.25M - $7.95M
|
6.34M
$173M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
275KNew |
$6.91M - $7.58M
|
275K
$7.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
257K+ 173.56% |
$6.46M - $7.08M
|
405K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
224KNew |
$5.64M - $6.18M
|
224K
$6.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
211KNew |
$5.31M - $5.83M
|
211K
$5.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
207K+ 11.49% |
$5.21M - $5.71M
|
2.01M
$54.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
177KNew |
$4.44M - $4.87M
|
177K
$4.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
161KNew |
$4.05M - $4.44M
|
161K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159K+ 7.9% |
$4M - $4.38M
|
2.17M
$59.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
157KNew |
$3.94M - $4.32M
|
157K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147K+ 0.66% |
$3.69M - $4.05M
|
22.3M
$608M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
145K+ 65.54% |
$3.64M - $3.99M
|
366K
$9.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
144KNew |
$3.61M - $3.96M
|
144K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
138KNew |
$3.47M - $3.81M
|
138K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127K+ 21.49% |
$3.19M - $3.5M
|
718K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
117K+ 81.13% |
$2.93M - $3.22M
|
260K
$7.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
112KNew |
$2.82M - $3.09M
|
112K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
107K+ 1.78% |
$2.69M - $2.95M
|
6.12M
$167M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
107K+ 5.19% |
$2.68M - $2.94M
|
2.16M
$58.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
104KNew |
$2.61M - $2.87M
|
104K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
97.3KNew |
$2.45M - $2.68M
|
97.3K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.9KNew |
$2.26M - $2.48M
|
89.9K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
88.7K+ 11.28% |
$2.23M - $2.45M
|
875K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.6K+ 54.58% |
$1.98M - $2.17M
|
223K
$6.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71.4KNew |
$1.8M - $1.97M
|
71.4K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71.3KNew |
$1.79M - $1.97M
|
71.3K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
67.1K+ 13.0% |
$1.69M - $1.85M
|
583K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.3KNew |
$1.67M - $1.83M
|
66.3K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.9K+ 91.98% |
$1.58M - $1.73M
|
131K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
61.2K+ 27.23% |
$1.54M - $1.69M
|
286K
$7.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
54.3K+ 37.44% |
$1.37M - $1.5M
|
199K
$5.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
50.4K+ 8.59% |
$1.27M - $1.39M
|
637K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
49.7K+ 1.6% |
$1.25M - $1.37M
|
3.17M
$86.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
48.4KNew |
$1.22M - $1.33M
|
48.4K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
45.3K+ 12.49% |
$1.14M - $1.25M
|
407K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
43.4K+ 3.63% |
$1.09M - $1.2M
|
1.24M
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
43.4KNew |
$1.09M - $1.2M
|
43.4K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
43.3K+ 2.34% |
$1.09M - $1.19M
|
1.89M
$51.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
43K+ 11.97% |
$1.08M - $1.18M
|
402K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
42.8K+ 74.63% |
$1.08M - $1.18M
|
100K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
35.2K+ 36.63% |
$886K - $971K
|
131K
$3.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.3K+ 378.51% |
$863K - $946K
|
43.4K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
33.9K+ 35.63% |
$853K - $935K
|
129K
$3.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
31.9KNew |
$802K - $879K
|
31.9K
$869K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29.8K+ 99.85% |
$749K - $821K
|
59.6K
$1.62M
|