Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DIHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DIHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-428- 7.05% |
$10.8K - $12K
|
5.65K
$142K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.27K+ 3443.24% |
$32.1K - $35.6K
|
1.31K
$33K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.1K+ 0.67% |
$27.8K - $30.8K
|
166K
$4.18M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.49K+ 7.05% |
$37.6K - $41.6K
|
22.6K
$569K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
219K+ 3.78% |
$5.52M - $6.11M
|
6.01M
$151M
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
8.94K+ 9.03% |
$226K - $250K
|
108K
$2.72M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.43K- 6.35% |
$86.4K - $95.7K
|
50.5K
$1.27M
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.25K+ 3.02% |
$183K - $202K
|
248K
$6.23M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.78K+ 10.4% |
$95.4K - $106K
|
40.1K
$1.01M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.3K+ 1.56% |
$58.1K - $64.3K
|
150K
$3.77M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.02K+ 436.76% |
$202K - $224K
|
9.86K
$248K
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 0.39% |
$101 - $112
|
1.02K
$25.6K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.7K+ 15.62% |
$825K - $913K
|
242K
$6.09M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 0.75% |
$606 - $671
|
3.22K
$81K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.55K+ 22.65% |
$64.3K - $71.2K
|
13.8K
$348K
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-251K- 86.56% |
$6.34M - $7.03M
|
39K
$983K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
107K+ 22.15% |
$2.7M - $2.99M
|
591K
$14.9M
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.3K+ 2.38% |
$57.9K - $64.2K
|
98.9K
$2.49M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
46+ 0.38% |
$1.16K - $1.29K
|
12.1K
$304K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.5K+ 2.6% |
$37.7K - $41.8K
|
59.1K
$1.49M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
557+ 4.18% |
$14.1K - $15.6K
|
13.9K
$350K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
26+ 0.29% |
$656 - $726
|
9.11K
$229K
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.72K- 7.51% |
$93.7K - $104K
|
45.7K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.55K- 5.18% |
$64.3K - $71.2K
|
46.7K
$1.18M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.02% |
$50.5 - $55.9
|
10.3K
$258K
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
11.6K+ 2.68% |
$293K - $324K
|
445K
$11.2M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-224- 0.65% |
$5.65K - $6.26K
|
34.2K
$862K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.16K+ 115.67% |
$54.4K - $60.2K
|
4.02K
$101K
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.6K+ 0.93% |
$65.7K - $72.8K
|
284K
$7.15M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.05K- 16.79% |
$127K - $141K
|
25K
$630K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.1K+ 4.19% |
$354K - $393K
|
349K
$8.8M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
15.1K+ 6.81% |
$381K - $422K
|
237K
$5.96M
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
6.34K+ 4.95% |
$160K - $177K
|
135K
$3.39M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6KNew |
$318K - $352K
|
12.6K
$317K
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
13.4K+ 36.42% |
$337K - $374K
|
50.1K
$1.26M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 8.2% |
$308K - $341K
|
161K
$4.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.87K+ 83.21% |
$224K - $248K
|
19.5K
$492K
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.9K+ 7.05% |
$602K - $667K
|
362K
$9.12M
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
36.1K+ 2.22% |
$911K - $1.01M
|
1.66M
$41.9M
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.4K+ 2.92% |
$35.4K - $39.2K
|
49.4K
$1.24M
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.13% |
$126 - $140
|
3.83K
$96.3K
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
158K+ 78.57% |
$3.98M - $4.41M
|
359K
$9.04M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.42K- 15.39% |
$137K - $152K
|
29.8K
$751K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.4K+ 7.82% |
$1.37M - $1.52M
|
751K
$18.9M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-803- 2.98% |
$20.3K - $22.4K
|
26.1K
$658K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.2K+ 2.48% |
$308K - $341K
|
504K
$12.7M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.59K+ 11.94% |
$40.1K - $44.4K
|
14.9K
$375K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.07K+ 0.8% |
$128K - $142K
|
640K
$16.1M
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.93K+ 1.68% |
$225K - $249K
|
541K
$13.6M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 3.05% |
$26.1K - $28.9K
|
32.9K
$829K
|