Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.7M+ 86.5% |
$37.6M - $41.2M
|
3.66M
$94.6M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62M+ 70.39% |
$35.8M - $39.3M
|
3.92M
$101M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
855K+ 28.0% |
$18.9M - $20.8M
|
3.91M
$101M
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
835KNew |
$18.5M - $20.3M
|
835K
$21.6M
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
748K+ 39.37% |
$16.6M - $18.2M
|
2.65M
$68.4M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
735K+ 73.11% |
$16.3M - $17.8M
|
1.74M
$45M
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
450K+ 56.75% |
$9.97M - $10.9M
|
1.24M
$32.2M
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
335K+ 28.73% |
$7.42M - $8.14M
|
1.5M
$38.8M
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
201K+ 284.57% |
$4.44M - $4.87M
|
271K
$7.01M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
187KNew |
$4.14M - $4.53M
|
187K
$4.83M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
161K+ 236.09% |
$3.57M - $3.92M
|
230K
$5.93M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
142K+ 36.3% |
$3.15M - $3.46M
|
534K
$13.8M
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
139KNew |
$3.08M - $3.38M
|
139K
$3.6M
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
132K+ 11.81% |
$2.91M - $3.19M
|
1.24M
$32.2M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
117K+ 12.55% |
$2.59M - $2.84M
|
1.05M
$27.1M
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
113K+ 12.71% |
$2.49M - $2.73M
|
998K
$25.8M
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
112K+ 4.9% |
$2.49M - $2.73M
|
2.41M
$62.2M
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
112K+ 15.5% |
$2.48M - $2.72M
|
835K
$21.6M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
112KNew |
$2.48M - $2.72M
|
112K
$2.89M
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
103K+ 98.88% |
$2.29M - $2.51M
|
208K
$5.36M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.6KNew |
$1.39M - $1.52M
|
62.6K
$1.62M
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49K+ 22.23% |
$1.09M - $1.19M
|
270K
$6.97M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.1K+ 35.23% |
$1.07M - $1.17M
|
185K
$4.78M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46.1KNew |
$1.02M - $1.12M
|
46.1K
$1.19M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.6K+ 368.62% |
$988K - $1.08M
|
56.7K
$1.47M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40KNew |
$885K - $971K
|
40K
$1.03M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
39.9KNew |
$884K - $969K
|
39.9K
$1.03M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 6.63% |
$868K - $951K
|
630K
$16.3M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
36.4K+ 11.99% |
$807K - $884K
|
340K
$8.79M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
32.3KNew |
$716K - $785K
|
32.3K
$836K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31KNew |
$686K - $752K
|
31K
$801K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.4K+ 180.58% |
$674K - $739K
|
47.3K
$1.22M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
27.1KNew |
$600K - $658K
|
27.1K
$700K
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
27K+ 8.84% |
$599K - $657K
|
333K
$8.6M
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
19.8K+ 64.59% |
$439K - $482K
|
50.5K
$1.31M
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
19.6K+ 16.17% |
$433K - $475K
|
141K
$3.63M
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
19.3K+ 79.56% |
$428K - $470K
|
43.6K
$1.13M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
18.2KNew |
$403K - $442K
|
18.2K
$470K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17.9KNew |
$397K - $435K
|
17.9K
$463K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 12.56% |
$361K - $395K
|
146K
$3.77M
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
15.7KNew |
$348K - $381K
|
15.7K
$406K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 23.88% |
$342K - $375K
|
80.1K
$2.07M
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
14.4K+ 3.51% |
$320K - $350K
|
425K
$11M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12.9K+ 4.51% |
$286K - $314K
|
299K
$7.74M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$278K - $304K
|
12.5K
$324K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.4KNew |
$231K - $253K
|
10.4K
$269K
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
10.1KNew |
$224K - $246K
|
10.1K
$262K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.72KNew |
$215K - $236K
|
9.72K
$251K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.09KNew |
$201K - $221K
|
9.09K
$235K
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
8.69KNew |
$192K - $211K
|
8.69K
$225K
|