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 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.31KNew |
$196K - $208K
|
8.31K
$215K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.96K+ 5.67% |
$188K - $199K
|
148K
$3.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7.64K+ 0.14% |
$180K - $191K
|
5.62M
$145M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.09K+ 2.1% |
$167K - $177K
|
345K
$8.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.43K+ 35.33% |
$151K - $161K
|
24.6K
$637K
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.35K+ 6.23% |
$149K - $159K
|
108K
$2.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
5.46K+ 3.93% |
$129K - $137K
|
145K
$3.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.28K+ 8.62% |
$124K - $132K
|
66.5K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.13K+ 14.58% |
$121K - $128K
|
40.3K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.52K+ 26.84% |
$106K - $113K
|
21.4K
$552K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.42K+ 8.75% |
$104K - $111K
|
54.9K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.36K+ 4.5% |
$103K - $109K
|
101K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.25K+ 160.23% |
$100K - $106K
|
6.9K
$178K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.82K+ 4.68% |
$90.1K - $95.6K
|
85.5K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.3KNew |
$77.8K - $82.6K
|
3.3K
$85.4K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.59K+ 51.38% |
$61K - $64.8K
|
7.63K
$197K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.58K+ 25.49% |
$60.8K - $64.6K
|
12.7K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52KNew |
$59.3K - $63K
|
2.52K
$65.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.96K+ 0.46% |
$46.1K - $48.9K
|
427K
$11M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 488.48% |
$43.9K - $46.7K
|
2.25K
$58.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 488.48% |
$43.9K - $46.7K
|
2.25K
$58.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.66KNew |
$39.2K - $41.6K
|
1.66K
$43K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.55K+ 0.62% |
$36.5K - $38.8K
|
250K
$6.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
984New |
$23.2K - $24.6K
|
984
$25.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
883+ 2.72% |
$20.8K - $22.1K
|
33.4K
$862K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
789+ 4.36% |
$18.6K - $19.7K
|
18.9K
$488K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
610+ 0.37% |
$14.4K - $15.3K
|
167K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
478+ 412.07% |
$11.3K - $12K
|
594
$15.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
452+ 3.16% |
$10.6K - $11.3K
|
14.8K
$382K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
385+ 17.21% |
$9.07K - $9.63K
|
2.62K
$67.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
362+ 0.78% |
$8.53K - $9.05K
|
46.5K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
252+ 2.51% |
$5.93K - $6.3K
|
10.3K
$266K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 87.72% |
$5.89K - $6.25K
|
535
$13.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
183New |
$4.31K - $4.58K
|
183
$4.73K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
126+ 0.47% |
$2.97K - $3.15K
|
27.2K
$704K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
123+ 246.0% |
$2.9K - $3.08K
|
173
$4.47K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
120+ 40.68% |
$2.83K - $3K
|
415
$10.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
90+ 0.64% |
$2.12K - $2.25K
|
14.1K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
77+ 0.15% |
$1.81K - $1.93K
|
51.3K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
74New |
$1.74K - $1.85K
|
74
$1.91K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
66+ 0.76% |
$1.55K - $1.65K
|
8.75K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
43+ 0.17% |
$1.01K - $1.08K
|
24.9K
$643K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.14% |
$612 - $650
|
18.4K
$476K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
24+ 0.04% |
$565 - $600
|
56.3K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21+ 6.27% |
$495 - $525
|
356
$9.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.09% |
$400 - $425
|
19.5K
$505K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11New |
$259 - $275
|
11
$284
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.11% |
$212 - $225
|
8.44K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39- 13.93% |
$918 - $975
|
241
$6.23K
|