Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.67M+ 152.47% |
$86.5M - $91.8M
|
6.08M
$157M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.49M+ 95.46% |
$82.3M - $87.4M
|
7.15M
$185M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46M+ 88.31% |
$81.5M - $86.5M
|
7.38M
$191M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51M+ 94.99% |
$59.2M - $62.9M
|
5.16M
$133M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
507K+ 12.98% |
$11.9M - $12.7M
|
4.42M
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
265KNew |
$6.25M - $6.64M
|
265K
$6.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
210KNew |
$4.94M - $5.24M
|
210K
$5.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
176K+ 567.58% |
$4.14M - $4.4M
|
207K
$5.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
166K+ 24.42% |
$3.92M - $4.16M
|
848K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
149K+ 1024.69% |
$3.51M - $3.73M
|
164K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
126K+ 12.03% |
$2.97M - $3.15M
|
1.17M
$30.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
124KNew |
$2.91M - $3.09M
|
124K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
105K+ 167.52% |
$2.47M - $2.62M
|
168K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97.4K+ 36.11% |
$2.29M - $2.44M
|
367K
$9.49M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
83.8K+ 6.74% |
$1.97M - $2.1M
|
1.33M
$34.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
80.5KNew |
$1.9M - $2.01M
|
80.5K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
71.7K+ 121.23% |
$1.69M - $1.79M
|
131K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70.4K+ 4.04% |
$1.66M - $1.76M
|
1.81M
$46.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.2K+ 121.43% |
$1.46M - $1.56M
|
113K
$2.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
51.6K+ 15.16% |
$1.21M - $1.29M
|
392K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
50.9K+ 45.52% |
$1.2M - $1.27M
|
163K
$4.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
47.4K+ 7.51% |
$1.12M - $1.18M
|
678K
$17.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
42.9K+ 4.3% |
$1.01M - $1.07M
|
1.04M
$26.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
36.6KNew |
$862K - $915K
|
36.6K
$946K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
36KNew |
$847K - $900K
|
36K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
35.9K+ 11.98% |
$844K - $897K
|
335K
$8.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
33.3K+ 14.49% |
$783K - $832K
|
263K
$6.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
28.5K+ 1.9% |
$671K - $713K
|
1.53M
$39.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.5KNew |
$670K - $712K
|
28.5K
$735K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24.1KNew |
$568K - $603K
|
24.1K
$624K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$511K - $542K
|
21.7K
$561K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21.6K+ 386.98% |
$508K - $540K
|
27.2K
$702K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.4K+ 34.26% |
$457K - $486K
|
76.1K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.9K+ 10.14% |
$446K - $474K
|
206K
$5.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.2K+ 38.44% |
$428K - $455K
|
65.5K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$351K - $373K
|
14.9K
$386K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 112.33% |
$332K - $352K
|
26.6K
$688K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 34.81% |
$328K - $348K
|
53.9K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
13K+ 3.91% |
$306K - $325K
|
346K
$8.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
12.5K+ 38.51% |
$293K - $311K
|
44.8K
$1.16M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
12.4KNew |
$293K - $311K
|
12.4K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8K+ 14.73% |
$278K - $295K
|
91.9K
$2.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
11.2K+ 1.34% |
$263K - $279K
|
846K
$21.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 5.79% |
$252K - $268K
|
195K
$5.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$243K - $258K
|
10.3K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.26KNew |
$218K - $232K
|
9.26K
$239K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.86K+ 97.47% |
$209K - $221K
|
17.9K
$464K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.69KNew |
$205K - $217K
|
8.69K
$225K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8.68KNew |
$204K - $217K
|
8.68K
$224K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
8.64K+ 8.79% |
$204K - $216K
|
107K
$2.76M
|