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 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-57- 3.11% |
$1.34K - $1.43K
|
1.77K
$45.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-221- 1.29% |
$5.2K - $5.53K
|
16.9K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-230- 2.21% |
$5.42K - $5.75K
|
10.2K
$263K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-256- 0.59% |
$6.03K - $6.4K
|
43.4K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-294- 0.99% |
$6.92K - $7.35K
|
29.5K
$762K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-495- 3.3% |
$11.7K - $12.4K
|
14.5K
$375K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-732- 4.66% |
$17.2K - $18.3K
|
15K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-960- 0.21% |
$22.6K - $24K
|
447K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.17K- 0.43% |
$27.5K - $29.2K
|
270K
$6.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.18K- 4.13% |
$27.7K - $29.4K
|
27.3K
$706K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.77K- 3.5% |
$41.6K - $44.2K
|
48.7K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.29K- 40.99% |
$53.9K - $57.2K
|
3.3K
$85.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.48K- 3.43% |
$106K - $112K
|
126K
$3.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.09K- 52.99% |
$143K - $152K
|
5.41K
$140K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-16.7K- 1.34% |
$394K - $418K
|
1.23M
$31.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-47.4K- 15.5% |
$1.12M - $1.18M
|
258K
$6.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.1K- 35.0% |
$1.2M - $1.28M
|
94.9K
$2.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-54.3K- 26.17% |
$1.28M - $1.36M
|
153K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81K- 15.15% |
$1.91M - $2.02M
|
453K
$11.7M
|