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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17.8K+ 95.63% |
$456K - $486K
|
36.4K
$940K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 32.97% |
$433K - $461K
|
68K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.58% |
$374K - $398K
|
207K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 16.62% |
$369K - $394K
|
101K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
12.8K+ 50.1% |
$329K - $351K
|
38.4K
$994K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
12.8KNew |
$328K - $350K
|
12.8K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.8K+ 9.47% |
$327K - $349K
|
148K
$3.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.7K+ 6.78% |
$326K - $347K
|
200K
$5.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
12.3KNew |
$316K - $336K
|
12.3K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 29.12% |
$312K - $333K
|
54K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
12.2K+ 2.49% |
$312K - $333K
|
501K
$13M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.6K+ 20.31% |
$299K - $318K
|
69K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.6K+ 20.84% |
$296K - $316K
|
67K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11K+ 15.7% |
$283K - $302K
|
81.3K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
11K+ 3.31% |
$283K - $301K
|
344K
$8.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 7.93% |
$281K - $299K
|
149K
$3.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
9.45K+ 17.05% |
$242K - $258K
|
64.8K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9.12K+ 1.67% |
$234K - $249K
|
555K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.11K+ 3.01% |
$234K - $249K
|
312K
$8.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
8.93K+ 2.68% |
$229K - $244K
|
342K
$8.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.77K+ 2.89% |
$225K - $240K
|
313K
$8.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.56K+ 17.02% |
$220K - $234K
|
58.9K
$1.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
8.53K+ 2.01% |
$219K - $233K
|
434K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.45K+ 46.73% |
$217K - $231K
|
26.5K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.29K+ 5.31% |
$213K - $227K
|
164K
$4.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.07K+ 28.48% |
$181K - $193K
|
31.9K
$824K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.23K+ 69.19% |
$160K - $170K
|
15.2K
$394K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.06K+ 9.24% |
$155K - $166K
|
71.6K
$1.85M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
BUY
|
- |
5.6K+ 4.57% |
$144K - $153K
|
128K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.58K+ 5.93% |
$143K - $152K
|
99.7K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.49K+ 20.92% |
$141K - $150K
|
31.8K
$821K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.39K+ 9.8% |
$138K - $147K
|
60.4K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.24K+ 64.93% |
$134K - $143K
|
13.3K
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.19KNew |
$133K - $142K
|
5.19K
$134K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.12K+ 7.58% |
$131K - $140K
|
72.6K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.1K+ 57.89% |
$131K - $139K
|
13.9K
$360K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.05K+ 10.01% |
$130K - $138K
|
55.5K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
5.04KNew |
$129K - $138K
|
5.04K
$130K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.96K+ 2.53% |
$127K - $136K
|
201K
$5.2M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.76K+ 18.62% |
$122K - $130K
|
30.3K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.6K+ 57.41% |
$118K - $126K
|
12.6K
$326K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.54KNew |
$116K - $124K
|
4.54K
$117K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.37K+ 1.58% |
$112K - $119K
|
281K
$7.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.14K+ 0.66% |
$106K - $113K
|
635K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.1K+ 7.45% |
$105K - $112K
|
59.1K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.91K+ 20.88% |
$100K - $107K
|
22.7K
$586K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.57K+ 46.45% |
$91.6K - $97.6K
|
11.3K
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.54K+ 20.11% |
$90.7K - $96.6K
|
21.1K
$546K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.49K+ 14.92% |
$89.7K - $95.5K
|
26.9K
$696K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.43K+ 1.2% |
$88.1K - $93.8K
|
290K
$7.48M
|