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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
32.8KNew |
$822K - $912K
|
32.8K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.14KNew |
$104K - $115K
|
4.14K
$129K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$301 - $334
|
12
$373
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$803 - $891
|
32
$996
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-310- 5.68% |
$7.78K - $8.63K
|
5.14K
$160K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-868- 9.57% |
$21.8K - $24.2K
|
8.2K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$188K - $209K
|
7.5K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.93KNew |
$149K - $165K
|
5.93K
$184K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$115K - $128K
|
4.59K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23+ 0.25% |
$577 - $641
|
9.15K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
122K+ 1.92% |
$3.05M - $3.39M
|
6.46M
$201M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
586KNew |
$14.7M - $16.3M
|
586K
$18.2M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
698+ 180.83% |
$17.6K - $19.2K
|
1.08K
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
67New |
$1.69K - $1.85K
|
67
$2.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.45KNew |
$36.5K - $40K
|
1.45K
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.05KNew |
$76.8K - $84.2K
|
3.05K
$95K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.9KNew |
$727K - $797K
|
28.9K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
49.7K+ 1.6% |
$1.25M - $1.37M
|
3.17M
$98.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-162K- 97.76% |
$4.08M - $4.47M
|
3.72K
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
16.5K+ 0.42% |
$414K - $454K
|
3.91M
$122M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
258+ 0.17% |
$6.49K - $7.11K
|
154K
$4.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.31KNew |
$32.9K - $36.1K
|
1.31K
$40.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$204K - $224K
|
8.12K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$3.24K - $3.56K
|
129
$4.01K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.28K- 59.48% |
$57.2K - $62.7K
|
1.55K
$48.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8KNew |
$296K - $325K
|
11.8K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
184New |
$4.63K - $5.07K
|
184
$5.72K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.11% |
$681 - $754
|
840
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-800- 9.88% |
$20.2K - $22.4K
|
7.3K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-393- 2.83% |
$9.92K - $11K
|
13.5K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
53.8KNew |
$1.36M - $1.5M
|
53.8K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
891New |
$22.5K - $24.9K
|
891
$27.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 0.75% |
$606 - $671
|
3.22K
$100K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-251K- 86.56% |
$6.34M - $7.03M
|
39K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.87K+ 83.21% |
$224K - $248K
|
19.5K
$607K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6KNew |
$318K - $352K
|
12.6K
$392K
|
|
|
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
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
659New |
$16.6K - $18.4K
|
659
$20.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 0.62% |
$555 - $615
|
3.55K
$110K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
512New |
$13.1K - $14K
|
512
$15.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 29.36% |
$382K - $408K
|
35.9K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
93New |
$2.39K - $2.54K
|
93
$2.89K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
327K+ 18.46% |
$8.39M - $8.94M
|
2.1M
$65.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.14K- 77.28% |
$106K - $113K
|
1.22K
$37.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.85KNew |
$47.6K - $50.7K
|
1.85K
$57.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$27K - $28.8K
|
1.05K
$32.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
5.04KNew |
$129K - $138K
|
5.04K
$157K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
633New |
$16.2K - $17.3K
|
633
$19.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
33.1KNew |
$849K - $904K
|
33.1K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-454- 4.56% |
$11.6K - $12.4K
|
9.5K
$296K
|
|