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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.88K+ 15.22% |
$198K - $217K
|
59.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.61K+ 15.52% |
$191K - $210K
|
56.6K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
7.44KNew |
$187K - $205K
|
7.44K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.4K+ 81.2% |
$186K - $204K
|
16.5K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.32K+ 7.32% |
$184K - $202K
|
107K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.24K+ 7.26% |
$182K - $200K
|
107K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.11K+ 1.41% |
$179K - $196K
|
511K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.11K+ 4.41% |
$179K - $196K
|
168K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.81K+ 8.33% |
$171K - $188K
|
88.5K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.63K+ 9.88% |
$167K - $183K
|
73.7K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.39K+ 15.91% |
$161K - $176K
|
46.5K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.32K+ 8.53% |
$159K - $174K
|
80.5K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.05K+ 1.78% |
$152K - $167K
|
347K
$9.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.45KNew |
$137K - $150K
|
5.45K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.32K+ 119.96% |
$134K - $147K
|
9.75K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.2K+ 1.96% |
$131K - $143K
|
271K
$7.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.14K+ 42.33% |
$129K - $142K
|
17.3K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.92K+ 56.85% |
$124K - $136K
|
13.6K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.67K+ 3.11% |
$117K - $129K
|
155K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.46K+ 589.7% |
$112K - $123K
|
5.22K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.25K+ 17.83% |
$107K - $117K
|
28.1K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.07K+ 35.72% |
$102K - $112K
|
15.4K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.89K+ 0.23% |
$97.9K - $107K
|
1.67M
$45.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 0.66% |
$90.4K - $99.1K
|
545K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.55K+ 3811.83% |
$89.2K - $97.7K
|
3.64K
$99.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.49K+ 8.77% |
$87.8K - $96.3K
|
43.3K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.27KNew |
$82.3K - $90.2K
|
3.27K
$89.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.05KNew |
$76.8K - $84.2K
|
3.05K
$83.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.04K+ 6.15% |
$76.4K - $83.8K
|
52.5K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.23K+ 1.11% |
$56.2K - $61.6K
|
203K
$5.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.74K+ 3.24% |
$43.9K - $48.1K
|
55.6K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 54.02% |
$42.8K - $46.9K
|
4.85K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.67K+ 18.74% |
$42.1K - $46.2K
|
10.6K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.45KNew |
$36.5K - $40K
|
1.45K
$39.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.4K+ 0.99% |
$35.2K - $38.6K
|
143K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.31KNew |
$32.9K - $36.1K
|
1.31K
$35.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 11.83% |
$29.3K - $32.1K
|
11K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.14K+ 4.52% |
$28.8K - $31.5K
|
26.4K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 10.61% |
$28.3K - $31.1K
|
11.7K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
$28.1K - $30.9K
|
1.12K
$30.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
969+ 0.33% |
$24.4K - $26.7K
|
296K
$8.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
741+ 2.41% |
$18.6K - $20.4K
|
31.5K
$864K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
420+ 0.49% |
$10.6K - $11.6K
|
86.7K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
391+ 3.1% |
$9.83K - $10.8K
|
13K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
366+ 2.78% |
$9.2K - $10.1K
|
13.5K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
361New |
$9.08K - $9.95K
|
361
$9.89K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
340+ 1.17% |
$8.55K - $9.37K
|
29.5K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
309+ 1.49% |
$7.77K - $8.52K
|
21.1K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
263+ 1.05% |
$6.61K - $7.25K
|
25.2K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
258+ 0.17% |
$6.49K - $7.11K
|
154K
$4.22M
|