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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.48M+ 35.39% |
$138M - $153M
|
21M
$614M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.95M+ 1084.11% |
$99.3M - $110M
|
4.32M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.06M+ 9.24% |
$51.7M - $57.4M
|
24.4M
$713M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.39M+ 93.9% |
$34.8M - $38.7M
|
2.87M
$83.9M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
680K+ 951.57% |
$17.1M - $18.9M
|
751K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
586KNew |
$14.7M - $16.3M
|
586K
$17.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
537KNew |
$13.5M - $15M
|
537K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
488K+ 179.95% |
$12.2M - $13.6M
|
758K
$22.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
433K+ 157.59% |
$10.9M - $12.1M
|
708K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
429KNew |
$10.8M - $11.9M
|
429K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
391K+ 23.77% |
$9.81M - $10.9M
|
2.03M
$59.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
215K+ 394.27% |
$5.41M - $6M
|
270K
$7.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
200KNew |
$5.03M - $5.58M
|
200K
$5.87M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
153K+ 353.48% |
$3.85M - $4.27M
|
197K
$5.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
136K+ 18.98% |
$3.42M - $3.79M
|
854K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
130KNew |
$3.27M - $3.63M
|
130K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
127K+ 6.31% |
$3.18M - $3.53M
|
2.13M
$62.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
122K+ 1.92% |
$3.05M - $3.39M
|
6.46M
$189M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
102K+ 589.97% |
$2.56M - $2.84M
|
119K
$3.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
96.3K+ 26.31% |
$2.42M - $2.68M
|
462K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.9K+ 4.28% |
$2.33M - $2.59M
|
2.26M
$66.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90.3K+ 4.18% |
$2.27M - $2.51M
|
2.25M
$65.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
76.1K+ 4.03% |
$1.91M - $2.12M
|
1.97M
$57.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
75.7K+ 30.53% |
$1.9M - $2.11M
|
324K
$9.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
75.3K+ 288.51% |
$1.89M - $2.1M
|
101K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.7K+ 84.35% |
$1.87M - $2.08M
|
163K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
64.1K+ 71.37% |
$1.61M - $1.79M
|
154K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62.8K+ 7.17% |
$1.58M - $1.75M
|
938K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
60.6K+ 43.83% |
$1.52M - $1.69M
|
199K
$5.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
59.2K+ 33.52% |
$1.49M - $1.65M
|
236K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.5K+ 130.52% |
$1.42M - $1.57M
|
99.8K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
56.3K+ 16.23% |
$1.41M - $1.57M
|
403K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
53.7K+ 364.67% |
$1.35M - $1.5M
|
68.5K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.6K+ 80.76% |
$1.34M - $1.49M
|
120K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
52.4KNew |
$1.32M - $1.46M
|
52.4K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
47.6K+ 120.03% |
$1.2M - $1.33M
|
87.3K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46.7K+ 15.59% |
$1.17M - $1.3M
|
346K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.8K+ 26.0% |
$1.1M - $1.22M
|
212K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
32.9K+ 11.4% |
$826K - $916K
|
321K
$9.41M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
32.8KNew |
$822K - $912K
|
32.8K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.7K+ 13.02% |
$820K - $910K
|
284K
$8.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
32.1K+ 24.92% |
$807K - $895K
|
161K
$4.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5KNew |
$765K - $849K
|
30.5K
$892K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.5K+ 22.44% |
$740K - $821K
|
161K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.2KNew |
$734K - $814K
|
29.2K
$856K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.6KNew |
$617K - $685K
|
24.6K
$720K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.5K+ 67.35% |
$615K - $682K
|
60.9K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
24.5K+ 50.56% |
$614K - $682K
|
72.9K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.2K+ 22.57% |
$608K - $674K
|
131K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
23K+ 54.25% |
$577K - $640K
|
65.4K
$1.91M
|