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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.54KNew |
$116K - $124K
|
4.54K
$141K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-302- 35.45% |
$7.75K - $8.26K
|
550
$17.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
535New |
$13.3K - $14.4K
|
535
$16.6K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 72.17% |
$604K - $657K
|
9.4K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.27K+ 66.89% |
$31.5K - $34.3K
|
3.17K
$98.6K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
499New |
$12.4K - $13.5K
|
499
$15.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.54KNew |
$112K - $122K
|
4.54K
$141K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
561KNew |
$13.9M - $15.1M
|
561K
$17.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
943+ 2.31% |
$23.4K - $25.4K
|
41.8K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
43+ 1.6% |
$1.07K - $1.16K
|
2.73K
$84.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-328- 2.17% |
$8.12K - $8.85K
|
14.8K
$460K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$24.8 - $27
|
1
$31.1
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.2KNew |
$249K - $287K
|
11.2K
$347K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
226New |
$5.04K - $5.82K
|
226
$7.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.82KNew |
$197K - $227K
|
8.82K
$274K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-282- 0.96% |
$6.28K - $7.26K
|
29.2K
$909K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
43.9KNew |
$979K - $1.13M
|
43.9K
$1.37M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
224K+ 277.64% |
$5.16M - $5.62M
|
304K
$9.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
252New |
$5.82K - $6.34K
|
252
$7.84K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
415+ 100.0% |
$9.58K - $10.4K
|
830
$25.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
314+ 2.16% |
$7.25K - $7.9K
|
14.8K
$461K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-13.3K- 7.97% |
$307K - $334K
|
153K
$4.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
431New |
$9.95K - $10.8K
|
431
$13.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37KNew |
$855K - $931K
|
37K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.4K- 57.07% |
$286K - $311K
|
9.31K
$290K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.17K- 0.43% |
$27.5K - $29.2K
|
270K
$8.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11New |
$259 - $275
|
11
$342
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.52KNew |
$144K - $158K
|
6.52K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.3K- 42.47% |
$450K - $493K
|
27.5K
$856K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.61KNew |
$102K - $112K
|
4.61K
$143K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
39.9KNew |
$884K - $969K
|
39.9K
$1.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
835KNew |
$18.5M - $20.3M
|
835K
$26M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
692+ 6.74% |
$15.3K - $16.8K
|
11K
$341K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
44.9KNew |
$856K - $1.03M
|
44.9K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
25.7KNew |
$489K - $591K
|
25.7K
$799K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18.4KNew |
$351K - $425K
|
18.4K
$574K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
9.74KNew |
$186K - $224K
|
9.74K
$303K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
85.9KNew |
$1.64M - $1.98M
|
85.9K
$2.67M
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
166KNew |
$3.14M - $3.81M
|
166K
$5.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
408K+ 508.77% |
$7.72M - $9.37M
|
488K
$15.2M
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$150K - $181K
|
7.1K
$221K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
18New |
$379 - $459
|
18
$560
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.05KNew |
$43.3K - $52.3K
|
2.05K
$63.9K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
$5.01M - $5.11M
|
200K
$6.22M
|
|