Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q1 2024. 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 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.28K- 0.79% |
$31.8K - $34.6K
|
160K
$4.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.46K- 11.98% |
$36.1K - $39.3K
|
10.7K
$282K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.69K- 0.65% |
$41.8K - $45.6K
|
258K
$6.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.71K- 11.92% |
$42.2K - $46K
|
12.6K
$331K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.71K- 2.71% |
$67.2K - $73.2K
|
97.2K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.67K- 3.18% |
$116K - $126K
|
142K
$3.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.69K- 8.53% |
$116K - $127K
|
50.3K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.18K- 0.26% |
$128K - $140K
|
1.96M
$51.5M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-5.29K- 9.28% |
$131K - $143K
|
51.8K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-7.94K- 0.88% |
$197K - $214K
|
891K
$23.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.29K- 5.04% |
$205K - $224K
|
156K
$4.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-10.7K- 11.82% |
$265K - $289K
|
79.8K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11.5K- 53.57% |
$285K - $310K
|
9.96K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 72.17% |
$604K - $657K
|
9.4K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-113K- 1.83% |
$2.81M - $3.06M
|
6.08M
$160M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-141K- 42.34% |
$3.5M - $3.81M
|
192K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-574K- 79.84% |
$14.2M - $15.5M
|
145K
$3.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.29M- 25.25% |
$32M - $34.9M
|
3.83M
$101M
|