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 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22.7K+ 11.02% |
$569K - $631K
|
228K
$6.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
22.5K+ 7.86% |
$564K - $626K
|
308K
$9.02M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.3K+ 7.21% |
$535K - $594K
|
317K
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
20K+ 35.78% |
$503K - $558K
|
76.1K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.7K+ 186.11% |
$496K - $550K
|
30.4K
$888K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.9K+ 16.87% |
$475K - $527K
|
131K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18KNew |
$451K - $500K
|
18K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.6K+ 25.68% |
$441K - $489K
|
85.9K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
17.3K+ 1.04% |
$435K - $483K
|
1.68M
$49.3M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
17K+ 4.17% |
$426K - $473K
|
424K
$12.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
16K+ 74.22% |
$403K - $447K
|
37.7K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
15.9K+ 4.16% |
$400K - $444K
|
399K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
15.4K+ 29.39% |
$387K - $430K
|
67.9K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 5.84% |
$366K - $407K
|
265K
$7.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$357K - $397K
|
14.2K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.1K+ 53.49% |
$355K - $394K
|
40.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$299K - $331K
|
11.9K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
11.2K+ 41.14% |
$282K - $313K
|
38.5K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.9K+ 93.03% |
$273K - $303K
|
22.6K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8K+ 17.14% |
$271K - $301K
|
73.8K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.97K+ 81.62% |
$250K - $278K
|
22.2K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.96KNew |
$250K - $277K
|
9.96K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 10.34% |
$244K - $270K
|
104K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.47K+ 6.13% |
$238K - $264K
|
164K
$4.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.32K+ 9.58% |
$234K - $260K
|
107K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.97K+ 2.45% |
$225K - $250K
|
375K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
8.75K+ 5.43% |
$220K - $244K
|
170K
$4.97M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.32K+ 8.5% |
$209K - $232K
|
106K
$3.11M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.83K+ 4.51% |
$196K - $218K
|
181K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
7.78K+ 16.3% |
$195K - $217K
|
55.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.75K+ 54.35% |
$195K - $216K
|
22K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.74KNew |
$194K - $216K
|
7.74K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.73K+ 2.92% |
$194K - $215K
|
273K
$7.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
7.61K+ 3.6% |
$191K - $212K
|
219K
$6.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$188K - $209K
|
7.5K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.39K+ 8.52% |
$185K - $206K
|
94.1K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.3K+ 7.02% |
$183K - $203K
|
111K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.03K+ 59.87% |
$177K - $196K
|
18.8K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.82K+ 9.25% |
$171K - $190K
|
80.6K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.74K+ 9.45% |
$169K - $188K
|
78.1K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
6.6K+ 11.06% |
$166K - $184K
|
66.3K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
6.14K+ 4.28% |
$154K - $171K
|
150K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.06KNew |
$152K - $169K
|
6.06K
$177K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.93K+ 22.54% |
$149K - $165K
|
32.2K
$944K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.93KNew |
$149K - $165K
|
5.93K
$174K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.6K+ 98.42% |
$140K - $156K
|
11.3K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.42K+ 11.66% |
$136K - $151K
|
52K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.39K+ 34.82% |
$135K - $150K
|
20.9K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.09K+ 1.92% |
$128K - $142K
|
270K
$7.9M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.96K+ 12.22% |
$124K - $138K
|
45.6K
$1.33M
|