Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q2 2024. 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 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.73M+ 18.61% |
$69.9M - $74.5M
|
17.4M
$449M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.65M+ 17.83% |
$68.1M - $72.5M
|
17.5M
$453M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.75MNew |
$45M - $48M
|
1.75M
$45.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.35M+ 933.3% |
$34.7M - $37M
|
1.5M
$38.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.18MNew |
$30.2M - $32.2M
|
1.18M
$30.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
735K+ 82.48% |
$18.9M - $20.1M
|
1.63M
$42M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
444K+ 29.33% |
$11.4M - $12.1M
|
1.96M
$50.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
329K+ 64.55% |
$8.45M - $9.01M
|
840K
$21.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
327K+ 18.46% |
$8.39M - $8.94M
|
2.1M
$54.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
232KNew |
$5.95M - $6.34M
|
232K
$6M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
209KNew |
$5.36M - $5.71M
|
209K
$5.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
198K+ 76.64% |
$5.07M - $5.41M
|
456K
$11.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
174KNew |
$4.46M - $4.75M
|
174K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
170K+ 9.55% |
$4.36M - $4.64M
|
1.95M
$50.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
138K+ 25.14% |
$3.55M - $3.78M
|
689K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
136K+ 32.26% |
$3.5M - $3.72M
|
558K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
93.4K+ 6.7% |
$2.4M - $2.55M
|
1.49M
$38.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
91.2K+ 92.45% |
$2.34M - $2.49M
|
190K
$4.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
84.3K+ 2.87% |
$2.16M - $2.3M
|
3.02M
$78M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
77.6K+ 88.96% |
$1.99M - $2.12M
|
165K
$4.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
76.9K+ 1.32% |
$1.97M - $2.1M
|
5.92M
$153M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75K+ 42.38% |
$1.92M - $2.05M
|
252K
$6.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
71.5K+ 11.44% |
$1.83M - $1.95M
|
696K
$18M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70.2K+ 16.98% |
$1.8M - $1.92M
|
484K
$12.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
68.9K+ 10.63% |
$1.77M - $1.88M
|
717K
$18.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.7KNew |
$1.66M - $1.77M
|
64.7K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.4K+ 25.32% |
$1.4M - $1.49M
|
269K
$6.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
50.1K+ 2.66% |
$1.29M - $1.37M
|
1.94M
$50.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.5K+ 232.82% |
$1.12M - $1.19M
|
62.2K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
40.7K+ 2.3% |
$1.04M - $1.11M
|
1.81M
$46.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38.9KNew |
$999K - $1.06M
|
38.9K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
38.9K+ 13.01% |
$999K - $1.06M
|
338K
$8.75M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
36.3K+ 2.64% |
$931K - $992K
|
1.41M
$36.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
34KNew |
$871K - $928K
|
34K
$878K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
33.4K+ 6.69% |
$856K - $912K
|
532K
$13.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
33.1KNew |
$849K - $904K
|
33.1K
$855K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32K+ 10.56% |
$822K - $876K
|
335K
$8.67M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
29.3K+ 42.09% |
$753K - $802K
|
99K
$2.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28.9K+ 16.0% |
$741K - $789K
|
209K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
28.7K+ 18.84% |
$735K - $783K
|
181K
$4.67M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 1.46% |
$734K - $783K
|
1.99M
$51.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
28.4K+ 15.02% |
$728K - $776K
|
217K
$5.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.1K+ 14.53% |
$722K - $769K
|
222K
$5.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
28.1K+ 320.44% |
$722K - $769K
|
36.9K
$954K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
26.8K+ 20.96% |
$689K - $734K
|
155K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
25.5KNew |
$655K - $698K
|
25.5K
$660K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.5K+ 9.88% |
$654K - $696K
|
283K
$7.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
21.8K+ 265.75% |
$560K - $597K
|
30.1K
$777K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21.2K+ 4.51% |
$545K - $580K
|
492K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 2.64% |
$474K - $505K
|
718K
$18.6M
|