Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
586KNew |
$14.7M - $16.3M
|
586K
$15.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
537KNew |
$13.5M - $15M
|
537K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
433K+ 157.59% |
$10.9M - $12.1M
|
708K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
75.3K+ 288.51% |
$1.89M - $2.1M
|
101K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62.8K+ 7.17% |
$1.58M - $1.75M
|
938K
$25M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
47.6K+ 120.03% |
$1.2M - $1.33M
|
87.3K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
32.1K+ 24.92% |
$807K - $895K
|
161K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5KNew |
$765K - $849K
|
30.5K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22.7K+ 11.02% |
$569K - $631K
|
228K
$6.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
22.5K+ 7.86% |
$564K - $626K
|
308K
$8.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
16K+ 74.22% |
$403K - $447K
|
37.7K
$1M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$357K - $397K
|
14.2K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.1K+ 53.49% |
$355K - $394K
|
40.6K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
7.61K+ 3.6% |
$191K - $212K
|
219K
$5.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.3K+ 7.02% |
$183K - $203K
|
111K
$2.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.09K+ 1.92% |
$128K - $142K
|
270K
$7.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.16K+ 2.02% |
$79.4K - $88.1K
|
160K
$4.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 8.92% |
$71.5K - $79.3K
|
34.8K
$928K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.69K+ 0.22% |
$67.5K - $74.9K
|
1.24M
$33.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 19.12% |
$52.9K - $58.7K
|
13.1K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
479+ 5.32% |
$12K - $13.3K
|
9.48K
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
24+ 0.29% |
$602 - $668
|
8.18K
$218K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18+ 11.61% |
$452 - $501
|
173
$4.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-99- 4.21% |
$2.48K - $2.76K
|
2.25K
$60K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-436- 5.02% |
$10.9K - $12.1K
|
8.26K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-577- 2.25% |
$14.5K - $16.1K
|
25.1K
$670K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-893- 7.78% |
$22.4K - $24.9K
|
10.6K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.66K- 13.62% |
$41.6K - $46.1K
|
10.5K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.13K- 32.72% |
$129K - $143K
|
10.6K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 2.15% |
$294K - $327K
|
533K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-16.4K- 25.04% |
$413K - $458K
|
49.2K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-50.8K- 3.97% |
$1.27M - $1.41M
|
1.23M
$32.8M
|