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 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-11.9K- 99.83% |
$298K - $331K
|
20
$585
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-12.8K- 9.0% |
$322K - $358K
|
130K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-16.4K- 25.04% |
$413K - $458K
|
49.2K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-17.7K- 6.78% |
$443K - $492K
|
243K
$7.11M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-20.5K- 3.52% |
$515K - $572K
|
563K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-20.9K- 20.87% |
$524K - $582K
|
79.2K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-22.3K- 40.15% |
$560K - $621K
|
33.2K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.8K- 1.52% |
$574K - $636K
|
1.48M
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.1K- 28.24% |
$604K - $671K
|
61.2K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-30.5K- 5.97% |
$767K - $851K
|
481K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-46.1K- 11.47% |
$1.16M - $1.28M
|
356K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49.6K- 13.03% |
$1.24M - $1.38M
|
331K
$9.69M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-50.8K- 3.97% |
$1.27M - $1.41M
|
1.23M
$36M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-53.5K- 10.97% |
$1.34M - $1.49M
|
434K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.2K- 30.15% |
$1.69M - $1.87M
|
156K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-101K- 16.2% |
$2.53M - $2.8M
|
521K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-120K- 91.22% |
$3.01M - $3.33M
|
11.5K
$337K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-137K- 69.56% |
$3.43M - $3.81M
|
59.9K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-212K- 3.41% |
$5.33M - $5.91M
|
6.01M
$176M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-248K- 61.32% |
$6.23M - $6.91M
|
157K
$4.58M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-328K- 28.39% |
$8.24M - $9.15M
|
829K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-346K- 21.92% |
$8.67M - $9.62M
|
1.23M
$36M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-486K- 64.11% |
$12.2M - $13.5M
|
272K
$7.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32M- 5.5% |
$33.1M - $36.7M
|
22.6M
$662M
|