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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.74K+ 3.24% |
$43.9K - $48.1K
|
55.6K
$1.48M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
218New |
$5.48K - $6.01K
|
218
$5.82K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.46K+ 589.7% |
$112K - $123K
|
5.22K
$139K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.67K+ 18.74% |
$42.1K - $46.2K
|
10.6K
$283K
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.23K+ 1.11% |
$56.2K - $61.6K
|
203K
$5.41M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-66.8K- 9.7% |
$1.68M - $1.84M
|
621K
$16.6M
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
177KNew |
$4.44M - $4.87M
|
177K
$4.71M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.4K+ 0.99% |
$35.2K - $38.6K
|
143K
$3.81M
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.89K+ 0.23% |
$97.9K - $107K
|
1.67M
$44.4M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 0.39% |
$37.1K - $40.7K
|
380K
$10.1M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.14K+ 42.33% |
$129K - $142K
|
17.3K
$461K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
366+ 2.78% |
$9.2K - $10.1K
|
13.5K
$361K
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
45.3K+ 12.49% |
$1.14M - $1.25M
|
407K
$10.9M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.73K- 23.72% |
$194K - $213K
|
24.9K
$663K
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.04K- 2.27% |
$26.1K - $28.6K
|
44.7K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-2.36K- 4.71% |
$59.3K - $65K
|
47.7K
$1.27M
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.24K+ 229.99% |
$232K - $255K
|
13.3K
$354K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.72K+ 14.63% |
$219K - $240K
|
68.3K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.21KNew |
$206K - $226K
|
8.21K
$219K
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 7.09% |
$442K - $484K
|
265K
$7.07M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.2K- 10.29% |
$30.1K - $32.9K
|
10.4K
$278K
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.8K+ 22.97% |
$296K - $324K
|
63K
$1.68M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
55+ 0.09% |
$1.38K - $1.52K
|
59.2K
$1.58M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.9K- 5.38% |
$47.8K - $52.4K
|
33.4K
$891K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 2.82% |
$931 - $1.02K
|
1.27K
$34K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.39K- 19.4% |
$110K - $121K
|
18.2K
$486K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
7M+ 82.58% |
$176M - $193M
|
15.5M
$413M
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 0.49% |
$126 - $138
|
1.02K
$27.3K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.39K+ 15.91% |
$161K - $176K
|
46.5K
$1.24M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.11K+ 3.76% |
$229K - $251K
|
251K
$6.7M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18.1K+ 131.14% |
$455K - $499K
|
31.9K
$851K
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
741+ 2.41% |
$18.6K - $20.4K
|
31.5K
$841K
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.2K+ 4.93% |
$432K - $474K
|
366K
$9.75M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$204K - $224K
|
8.12K
$217K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
361New |
$9.08K - $9.95K
|
361
$9.63K
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
13.2K+ 9.79% |
$331K - $363K
|
148K
$3.94M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
161KNew |
$4.05M - $4.44M
|
161K
$4.3M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.24K+ 7.26% |
$182K - $200K
|
107K
$2.86M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
41+ 0.73% |
$1.03K - $1.13K
|
5.69K
$152K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127K+ 21.49% |
$3.19M - $3.5M
|
718K
$19.1M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
111+ 0.47% |
$2.79K - $3.06K
|
23.9K
$637K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7KNew |
$294K - $322K
|
11.7K
$312K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.67K+ 3.11% |
$117K - $129K
|
155K
$4.12M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.07K- 32.28% |
$203K - $223K
|
16.9K
$452K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.4K+ 164.49% |
$411K - $451K
|
26.3K
$702K
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
43K+ 11.97% |
$1.08M - $1.18M
|
402K
$10.7M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-534- 5.56% |
$13.4K - $14.7K
|
9.07K
$242K
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
43.3K+ 2.34% |
$1.09M - $1.19M
|
1.89M
$50.4M
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-259K- 58.2% |
$6.52M - $7.14M
|
186K
$4.96M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-6.54K- 19.1% |
$164K - $180K
|
27.7K
$739K
|