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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-78- 41.71% |
$2K - $2.13K
|
109
$2.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-124- 1.2% |
$3.18K - $3.39K
|
10.2K
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-146- 1.03% |
$3.75K - $3.99K
|
14.1K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-243- 11.69% |
$6.24K - $6.64K
|
1.84K
$47.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-302- 35.45% |
$7.75K - $8.26K
|
550
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-339- 4.8% |
$8.7K - $9.27K
|
6.72K
$174K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-454- 4.56% |
$11.6K - $12.4K
|
9.5K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-549- 4.36% |
$14.1K - $15K
|
12K
$311K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-750- 1.5% |
$19.2K - $20.5K
|
49.3K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-762- 7.12% |
$19.6K - $20.8K
|
9.94K
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-876- 0.75% |
$22.5K - $23.9K
|
116K
$3M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-906- 9.92% |
$23.2K - $24.8K
|
8.23K
$213K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 12.19% |
$40.5K - $43.2K
|
11.4K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63K- 0.72% |
$41.8K - $44.6K
|
226K
$5.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.34K- 4.51% |
$59.9K - $63.8K
|
49.4K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.35K- 0.97% |
$60.2K - $64.1K
|
240K
$6.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.14K- 77.28% |
$106K - $113K
|
1.22K
$31.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.1K- 3.8% |
$157K - $167K
|
154K
$3.99M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.14K- 44.01% |
$183K - $195K
|
9.09K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 29.36% |
$382K - $408K
|
35.9K
$927K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-16.7K- 0.44% |
$429K - $457K
|
3.81M
$98.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.6K- 66.12% |
$1.12M - $1.19M
|
22.3K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.6K- 66.12% |
$1.12M - $1.19M
|
22.3K
$577K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-45.3K- 56.82% |
$1.16M - $1.24M
|
34.4K
$890K
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-65.1K- 18.31% |
$1.67M - $1.78M
|
291K
$7.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-290K- 4.78% |
$7.45M - $7.94M
|
5.79M
$150M
|