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 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.05% |
$251 - $279
|
21.1K
$618K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7+ 0.21% |
$176 - $195
|
3.28K
$96K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
6+ 0.39% |
$151 - $167
|
1.53K
$44.9K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.05% |
$126 - $139
|
9.15K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.36% |
$100 - $111
|
1.12K
$32.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.28% |
$75.3 - $83.6
|
1.08K
$31.5K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3+ 0.29% |
$75.3 - $83.6
|
1.03K
$30K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2+ 0.77% |
$50.2 - $55.7
|
263
$7.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-9- 0.03% |
$226 - $251
|
31.9K
$934K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-40- 0.5% |
$1K - $1.11K
|
7.98K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-74- 0.13% |
$1.86K - $2.06K
|
59K
$1.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-99- 4.21% |
$2.48K - $2.76K
|
2.25K
$65.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-173- 0.39% |
$4.34K - $4.82K
|
44.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-180- 1.33% |
$4.52K - $5.01K
|
13.3K
$390K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-192- 0.76% |
$4.82K - $5.35K
|
25K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-298- 1.25% |
$7.48K - $8.3K
|
23.6K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-310- 5.68% |
$7.78K - $8.63K
|
5.14K
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-436- 5.02% |
$10.9K - $12.1K
|
8.26K
$242K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-545- 0.11% |
$13.7K - $15.2K
|
474K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-577- 2.25% |
$14.5K - $16.1K
|
25.1K
$735K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-868- 9.57% |
$21.8K - $24.2K
|
8.2K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-893- 7.78% |
$22.4K - $24.9K
|
10.6K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-917- 2.91% |
$23K - $25.5K
|
30.6K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.08K- 0.54% |
$27.2K - $30.2K
|
198K
$5.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 11.26% |
$28.8K - $32K
|
9.05K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.35K- 5.41% |
$33.9K - $37.6K
|
23.6K
$692K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.49K- 3.34% |
$37.4K - $41.5K
|
43.1K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.49K- 8.06% |
$37.4K - $41.5K
|
17K
$498K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.66K- 13.62% |
$41.6K - $46.1K
|
10.5K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.72K- 1.17% |
$43.2K - $48K
|
146K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.27K- 4.7% |
$57K - $63.2K
|
46K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.51K- 9.06% |
$62.9K - $69.8K
|
25.2K
$737K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.25K- 21.04% |
$81.5K - $90.5K
|
12.2K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-3.51K- 11.02% |
$88.2K - $97.8K
|
28.4K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.63K- 6.52% |
$91K - $101K
|
52K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.76K- 17.54% |
$94.5K - $105K
|
17.7K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.92K- 41.16% |
$98.3K - $109K
|
5.6K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.14K- 1.09% |
$104K - $115K
|
375K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.33K- 3.27% |
$109K - $121K
|
128K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.13K- 32.72% |
$129K - $143K
|
10.6K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-5.96K- 34.59% |
$150K - $166K
|
11.3K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.06K- 23.1% |
$177K - $197K
|
23.5K
$688K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-7.22K- 42.63% |
$181K - $201K
|
9.72K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.53K- 51.67% |
$214K - $238K
|
7.98K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-8.89K- 3.96% |
$223K - $247K
|
215K
$6.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9K- 26.94% |
$226K - $251K
|
24.4K
$714K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-9.26K- 4.98% |
$233K - $258K
|
177K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-9.66K- 53.01% |
$242K - $269K
|
8.56K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 2.15% |
$294K - $327K
|
533K
$15.6M
|