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 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.95K+ 50.74% |
$124K - $138K
|
14.7K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.69K+ 57.17% |
$118K - $131K
|
12.9K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.64K+ 10.69% |
$116K - $129K
|
48K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$115K - $128K
|
4.59K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.41K+ 1.42% |
$111K - $123K
|
314K
$9.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 5.51% |
$108K - $120K
|
82.4K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.26K+ 1.41% |
$107K - $119K
|
307K
$9M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.14KNew |
$104K - $115K
|
4.14K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
4.05K+ 54.51% |
$102K - $113K
|
11.5K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.95K+ 2123.66% |
$99.1K - $110K
|
4.14K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.48K+ 12.4% |
$87.4K - $97K
|
31.6K
$924K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.33KNew |
$83.6K - $92.7K
|
3.33K
$97.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 65.92% |
$80.2K - $89K
|
8.04K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.19K+ 24.03% |
$80K - $88.7K
|
16.4K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.16K+ 2.02% |
$79.4K - $88.1K
|
160K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.97K+ 17.16% |
$74.5K - $82.6K
|
20.3K
$593K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 8.92% |
$71.5K - $79.3K
|
34.8K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.69K+ 0.22% |
$67.5K - $74.9K
|
1.24M
$36.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 16.38% |
$55.8K - $61.9K
|
15.8K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.13K+ 20.79% |
$53.5K - $59.4K
|
12.4K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 19.12% |
$52.9K - $58.7K
|
13.1K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.79K+ 0.88% |
$45K - $49.9K
|
205K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.62KNew |
$40.7K - $45.2K
|
1.62K
$47.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.43K+ 1.76% |
$36K - $39.9K
|
83K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.3K+ 4.39% |
$32.5K - $36.1K
|
30.8K
$902K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.25KNew |
$31.3K - $34.7K
|
1.25K
$36.5K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.23K+ 2.35% |
$30.9K - $34.3K
|
53.6K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.23K+ 1.15% |
$30.8K - $34.2K
|
108K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.09KNew |
$27.3K - $30.3K
|
1.09K
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02K+ 0.31% |
$25.7K - $28.5K
|
332K
$9.71M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
973+ 1801.85% |
$24.4K - $27.1K
|
1.03K
$30.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
910+ 8.91% |
$22.8K - $25.3K
|
11.1K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
767+ 0.27% |
$19.3K - $21.4K
|
280K
$8.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
675+ 2.72% |
$16.9K - $18.8K
|
25.5K
$747K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
479+ 5.32% |
$12K - $13.3K
|
9.48K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
475+ 1.7% |
$11.9K - $13.2K
|
28.5K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
359+ 0.63% |
$9.01K - $10K
|
57K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350New |
$8.79K - $9.75K
|
350
$10.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
240+ 0.04% |
$6.02K - $6.68K
|
668K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182+ 5.0% |
$4.57K - $5.07K
|
3.82K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
168+ 0.21% |
$4.22K - $4.68K
|
80.6K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
34New |
$853 - $947
|
34
$995
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$803 - $891
|
32
$937
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
30+ 0.29% |
$753 - $836
|
10.4K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30+ 0.05% |
$753 - $836
|
59.2K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 11.47% |
$628 - $696
|
243
$7.11K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
24+ 0.29% |
$602 - $668
|
8.18K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23+ 0.25% |
$577 - $641
|
9.15K
$268K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18+ 11.61% |
$452 - $501
|
173
$5.06K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$301 - $334
|
12
$351
|