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
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.23K+ 3.32% |
$82.9K - $88.4K
|
100K
$2.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.18K+ 5.28% |
$81.7K - $87K
|
63.4K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.15K+ 30.92% |
$80.8K - $86.1K
|
13.3K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.42K+ 6.72% |
$62.1K - $66.2K
|
38.5K
$994K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.24K+ 26.53% |
$57.4K - $61.1K
|
10.7K
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.22K+ 2.35% |
$57K - $60.7K
|
96.6K
$2.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.21K+ 43.35% |
$56.7K - $60.4K
|
7.31K
$189K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.08K+ 4.53% |
$53.4K - $56.9K
|
48K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.85KNew |
$47.6K - $50.7K
|
1.85K
$47.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.67K+ 1.09% |
$43K - $45.8K
|
156K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.39KNew |
$35.5K - $37.9K
|
1.39K
$35.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.3K+ 13.58% |
$33.3K - $35.5K
|
10.9K
$281K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.25K+ 2.22% |
$32.2K - $34.3K
|
57.6K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.18K+ 171.97% |
$30.2K - $32.2K
|
1.86K
$48.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$27K - $28.8K
|
1.05K
$27.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
867New |
$22.2K - $23.7K
|
867
$22.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
839+ 6.71% |
$21.5K - $22.9K
|
13.3K
$345K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
750+ 2.11% |
$19.2K - $20.5K
|
36.3K
$938K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
716+ 0.5% |
$18.4K - $19.6K
|
143K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
677+ 12.54% |
$17.4K - $18.5K
|
6.07K
$157K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
633New |
$16.2K - $17.3K
|
633
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
621+ 1.31% |
$15.9K - $17K
|
48.1K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617+ 256.02% |
$15.8K - $16.9K
|
858
$22.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
512New |
$13.1K - $14K
|
512
$13.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 44.96% |
$12.8K - $13.7K
|
1.61K
$41.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
291+ 1.94% |
$7.47K - $7.96K
|
15.3K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
247+ 8.38% |
$6.34K - $6.75K
|
3.19K
$82.5K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
168New |
$4.31K - $4.59K
|
168
$4.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155New |
$3.98K - $4.24K
|
155
$4.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
144+ 0.51% |
$3.7K - $3.94K
|
28.5K
$737K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
141New |
$3.62K - $3.85K
|
141
$3.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
129+ 1.4% |
$3.31K - $3.53K
|
9.37K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
109+ 1.08% |
$2.8K - $2.98K
|
10.2K
$264K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
104+ 41.43% |
$2.67K - $2.84K
|
355
$9.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
93New |
$2.39K - $2.54K
|
93
$2.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
80+ 0.89% |
$2.05K - $2.19K
|
9.06K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
59+ 0.3% |
$1.51K - $1.61K
|
20K
$518K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
37New |
$949 - $1.01K
|
37
$956
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.15% |
$821 - $875
|
20.8K
$537K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
23+ 0.24% |
$590 - $629
|
9.51K
$246K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20+ 0.53% |
$513 - $547
|
3.82K
$98.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11+ 1.1% |
$282 - $301
|
1.01K
$26.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.96% |
$282 - $301
|
1.16K
$30K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.04% |
$103 - $109
|
10.3K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.02% |
$128 - $137
|
24.6K
$635K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-19- 1.22% |
$488 - $519
|
1.54K
$39.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41- 0.32% |
$1.05K - $1.12K
|
12.9K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-44- 0.51% |
$1.13K - $1.2K
|
8.56K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-67- 55.37% |
$1.72K - $1.83K
|
54
$1.4K
|