Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DIHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DIHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
7M+ 82.58% |
$176M - $193M
|
15.5M
$416M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
607K+ 69.73% |
$15.3M - $16.7M
|
1.48M
$39.7M
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
288KNew |
$7.25M - $7.95M
|
288K
$7.75M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
288K+ 4.77% |
$7.25M - $7.95M
|
6.34M
$170M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
275KNew |
$6.91M - $7.58M
|
275K
$7.38M
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
211KNew |
$5.31M - $5.83M
|
211K
$5.68M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
207K+ 11.49% |
$5.21M - $5.71M
|
2.01M
$53.9M
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
177KNew |
$4.44M - $4.87M
|
177K
$4.75M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
161KNew |
$4.05M - $4.44M
|
161K
$4.33M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159K+ 7.9% |
$4M - $4.38M
|
2.17M
$58.3M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
157KNew |
$3.94M - $4.32M
|
157K
$4.21M
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
145K+ 65.54% |
$3.64M - $3.99M
|
366K
$9.82M
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
138KNew |
$3.47M - $3.81M
|
138K
$3.71M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127K+ 21.49% |
$3.19M - $3.5M
|
718K
$19.3M
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
117K+ 81.13% |
$2.93M - $3.22M
|
260K
$6.99M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.9KNew |
$2.26M - $2.48M
|
89.9K
$2.41M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
88.7K+ 11.28% |
$2.23M - $2.45M
|
875K
$23.5M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71.4KNew |
$1.8M - $1.97M
|
71.4K
$1.92M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71.3KNew |
$1.79M - $1.97M
|
71.3K
$1.92M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
67.1K+ 13.0% |
$1.69M - $1.85M
|
583K
$15.7M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.3KNew |
$1.67M - $1.83M
|
66.3K
$1.78M
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
61.2K+ 27.23% |
$1.54M - $1.69M
|
286K
$7.68M
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
50.4K+ 8.59% |
$1.27M - $1.39M
|
637K
$17.1M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
48.4KNew |
$1.22M - $1.33M
|
48.4K
$1.3M
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
45.3K+ 12.49% |
$1.14M - $1.25M
|
407K
$10.9M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
43.4K+ 3.63% |
$1.09M - $1.2M
|
1.24M
$33.3M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
43.4KNew |
$1.09M - $1.2M
|
43.4K
$1.16M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
43.3K+ 2.34% |
$1.09M - $1.19M
|
1.89M
$50.8M
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
43K+ 11.97% |
$1.08M - $1.18M
|
402K
$10.8M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
35.2K+ 36.63% |
$886K - $971K
|
131K
$3.53M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.3K+ 378.51% |
$863K - $946K
|
43.4K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
33.9K+ 35.63% |
$853K - $935K
|
129K
$3.47M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29K+ 10.7% |
$728K - $798K
|
300K
$8.05M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
28.4K+ 4.44% |
$714K - $782K
|
668K
$17.9M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27K+ 84.33% |
$680K - $745K
|
59.1K
$1.59M
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
26.1KNew |
$656K - $720K
|
26.1K
$701K
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.2KNew |
$559K - $612K
|
22.2K
$596K
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
21.6KNew |
$544K - $596K
|
21.6K
$581K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 27.49% |
$509K - $558K
|
93.9K
$2.52M
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
19K+ 6.7% |
$479K - $525K
|
303K
$8.14M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18.1K+ 131.14% |
$455K - $499K
|
31.9K
$857K
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 7.09% |
$442K - $484K
|
265K
$7.12M
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.2K+ 4.93% |
$432K - $474K
|
366K
$9.82M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
16.5K+ 0.42% |
$414K - $454K
|
3.91M
$105M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.4K+ 164.49% |
$411K - $451K
|
26.3K
$707K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 1.07% |
$400K - $438K
|
1.5M
$40.4M
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.5KNew |
$389K - $427K
|
15.5K
$416K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.4K+ 4.41% |
$388K - $425K
|
365K
$9.8M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14.4K+ 51.35% |
$362K - $396K
|
42.4K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14K+ 188.79% |
$353K - $387K
|
21.5K
$576K
|