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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29.8K+ 99.85% |
$749K - $821K
|
59.6K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29K+ 10.7% |
$728K - $798K
|
300K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.9KNew |
$727K - $797K
|
28.9K
$792K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
28.4K+ 4.44% |
$714K - $782K
|
668K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27.9KNew |
$702K - $769K
|
27.9K
$764K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27K+ 84.33% |
$680K - $745K
|
59.1K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26.1K+ 5.83% |
$657K - $721K
|
474K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
26.1KNew |
$656K - $720K
|
26.1K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
26.1K+ 11.65% |
$656K - $719K
|
250K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.8K+ 7.4% |
$573K - $628K
|
331K
$9.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.2KNew |
$559K - $612K
|
22.2K
$608K
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
21.6KNew |
$544K - $596K
|
21.6K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 27.49% |
$509K - $558K
|
93.9K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
19K+ 6.7% |
$479K - $525K
|
303K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18.1K+ 131.14% |
$455K - $499K
|
31.9K
$874K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 7.09% |
$442K - $484K
|
265K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
17.3KNew |
$435K - $477K
|
17.3K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.2K+ 4.93% |
$432K - $474K
|
366K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
16.5K+ 0.42% |
$414K - $454K
|
3.91M
$107M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.4K+ 164.49% |
$411K - $451K
|
26.3K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 1.07% |
$400K - $438K
|
1.5M
$41.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.5KNew |
$389K - $427K
|
15.5K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.4K+ 4.41% |
$388K - $425K
|
365K
$9.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14.4K+ 51.35% |
$362K - $396K
|
42.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.3KNew |
$359K - $393K
|
14.3K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14K+ 188.79% |
$353K - $387K
|
21.5K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
13.2K+ 9.79% |
$331K - $363K
|
148K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 18.98% |
$327K - $359K
|
81.5K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
12.8K+ 3.46% |
$322K - $353K
|
383K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.2KNew |
$307K - $337K
|
12.2K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
12.1K+ 80.19% |
$305K - $335K
|
27.3K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12.1K+ 4.52% |
$304K - $333K
|
279K
$7.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11.9KNew |
$299K - $328K
|
11.9K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8KNew |
$296K - $325K
|
11.8K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.8K+ 22.97% |
$296K - $324K
|
63K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7KNew |
$294K - $322K
|
11.7K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.5K+ 5.93% |
$289K - $317K
|
206K
$5.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.2K+ 4.74% |
$283K - $310K
|
248K
$6.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.4K+ 15.33% |
$261K - $286K
|
78.1K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.98K+ 3.92% |
$251K - $275K
|
265K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.96K+ 13.22% |
$250K - $274K
|
85.3K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.67K+ 32.22% |
$243K - $267K
|
39.7K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.24K+ 229.99% |
$232K - $255K
|
13.3K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.11K+ 3.76% |
$229K - $251K
|
251K
$6.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
9KNew |
$226K - $248K
|
9K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.72K+ 14.63% |
$219K - $240K
|
68.3K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.69KNew |
$219K - $240K
|
8.69K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.21KNew |
$206K - $226K
|
8.21K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$205K - $225K
|
8.15K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$204K - $224K
|
8.12K
$223K
|