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 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.43KNew |
$187K - $205K
|
8.43K
$218K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.25K+ 30.64% |
$183K - $200K
|
35.2K
$909K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8K+ 15.03% |
$177K - $194K
|
61.2K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7.71K+ 31.12% |
$171K - $187K
|
32.5K
$839K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.41K+ 2.24% |
$164K - $180K
|
338K
$8.73M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.52KNew |
$144K - $158K
|
6.52K
$168K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.43K+ 4.03% |
$142K - $156K
|
166K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.58KNew |
$124K - $136K
|
5.58K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.55K+ 24.17% |
$123K - $135K
|
28.5K
$736K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5.04KNew |
$112K - $122K
|
5.04K
$130K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.74K+ 4.88% |
$105K - $115K
|
102K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.62K+ 8.94% |
$102K - $112K
|
56.3K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.61KNew |
$102K - $112K
|
4.61K
$119K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.38K+ 61.43% |
$96.9K - $106K
|
11.5K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
4.09K+ 0.92% |
$90.6K - $99.3K
|
448K
$11.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
3.8K+ 4.02% |
$84.2K - $92.4K
|
98.3K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3K+ 2.35% |
$66.5K - $72.9K
|
131K
$3.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.89K+ 3.66% |
$63.9K - $70.1K
|
81.7K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.49K+ 17.31% |
$55K - $60.4K
|
16.8K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.39K+ 4.97% |
$52.9K - $58K
|
50.5K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.26K+ 4.53% |
$49.9K - $54.8K
|
52K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.11K+ 0.85% |
$46.6K - $51.2K
|
248K
$6.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.09K+ 13.91% |
$46.3K - $50.8K
|
17.1K
$443K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.83KNew |
$40.6K - $44.5K
|
1.83K
$47.3K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.79K+ 404.97% |
$39.7K - $43.6K
|
2.24K
$57.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.61K+ 9.58% |
$35.6K - $39K
|
18.4K
$475K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.11K+ 1.16% |
$24.5K - $26.9K
|
96.9K
$2.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
692+ 6.74% |
$15.3K - $16.8K
|
11K
$283K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
519+ 2.13% |
$11.5K - $12.6K
|
24.8K
$642K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
382New |
$8.46K - $9.28K
|
382
$9.87K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
358+ 1.87% |
$7.93K - $8.7K
|
19.5K
$504K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
335New |
$7.42K - $8.14K
|
335
$8.66K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
295New |
$6.53K - $7.17K
|
295
$7.63K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
286New |
$6.33K - $6.95K
|
286
$7.39K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
280New |
$6.2K - $6.8K
|
280
$7.24K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
260+ 1040.0% |
$5.76K - $6.32K
|
285
$7.37K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
114+ 0.8% |
$2.53K - $2.77K
|
14.3K
$370K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$1.11K - $1.21K
|
50
$1.29K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
39+ 0.28% |
$864 - $947
|
14K
$361K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
35+ 0.35% |
$775 - $850
|
10K
$259K
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5+ 0.03% |
$111 - $121
|
18.1K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-869- 5.48% |
$19.2K - $21.1K
|
15K
$388K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 79.68% |
$33.2K - $36.4K
|
382
$9.87K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.3K- 25.63% |
$227K - $249K
|
29.8K
$769K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.3K- 42.47% |
$450K - $493K
|
27.5K
$711K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.5K- 32.4% |
$544K - $596K
|
51.2K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-141K- 90.67% |
$3.13M - $3.43M
|
14.5K
$376K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-145K- 32.19% |
$3.21M - $3.52M
|
305K
$7.9M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-188K- 3.25% |
$4.17M - $4.57M
|
5.61M
$145M
|