Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q2 2025. 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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.98M+ 14.2% |
$72.4M - $88.5M
|
23.9M
$698M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.65M+ 11.71% |
$64.4M - $78.7M
|
25.3M
$736M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
833KNew |
$20.2M - $24.8M
|
833K
$24.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
494K+ 65.71% |
$12M - $14.7M
|
1.25M
$36.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
452K+ 112.11% |
$11M - $13.4M
|
855K
$24.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
223K+ 31.48% |
$5.42M - $6.63M
|
931K
$27.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
189K+ 9.3% |
$4.6M - $5.63M
|
2.22M
$64.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
141K+ 16.57% |
$3.44M - $4.21M
|
995K
$29M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
104K+ 67.32% |
$2.52M - $3.08M
|
258K
$7.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
103KNew |
$2.5M - $3.06M
|
103K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
102K+ 4.54% |
$2.49M - $3.04M
|
2.35M
$68.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
89.3K+ 9.52% |
$2.17M - $2.66M
|
1.03M
$30M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
65K+ 1.51% |
$1.58M - $1.93M
|
4.38M
$128M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
64.4K+ 18.6% |
$1.57M - $1.92M
|
411K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40.7K+ 509.51% |
$989K - $1.21M
|
48.6K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
35.2K+ 5.53% |
$855K - $1.05M
|
672K
$19.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
32.1K+ 12.13% |
$781K - $955K
|
297K
$8.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
30.9K+ 9.54% |
$751K - $919K
|
355K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
29.3K+ 12.41% |
$712K - $871K
|
265K
$7.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.8K+ 84.65% |
$627K - $767K
|
56.3K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25.5K+ 29.23% |
$621K - $759K
|
113K
$3.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.5KNew |
$572K - $699K
|
23.5K
$686K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
23.4K+ 11.76% |
$568K - $695K
|
222K
$6.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
22.8K+ 0.79% |
$553K - $677K
|
2.89M
$84.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
22.7KNew |
$553K - $676K
|
22.7K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
21K+ 12.38% |
$512K - $626K
|
191K
$5.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
20.3K+ 25.99% |
$493K - $603K
|
98.3K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
18.9K+ 39.45% |
$461K - $563K
|
67K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17.8K+ 33.98% |
$433K - $530K
|
70.2K
$2.05M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
16.3K+ 9066.67% |
$397K - $485K
|
16.5K
$481K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.5K+ 5.89% |
$327K - $400K
|
242K
$7.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.9K+ 15.66% |
$314K - $384K
|
95.3K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.7KNew |
$310K - $379K
|
12.7K
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.5K+ 4.4% |
$304K - $371K
|
296K
$8.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11.4K+ 8.79% |
$278K - $340K
|
141K
$4.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 13.28% |
$277K - $339K
|
97.3K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$273K - $334K
|
11.2K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10.8K+ 2.55% |
$263K - $322K
|
435K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
10K+ 50090.0% |
$244K - $298K
|
10K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
9.46K+ 5.87% |
$230K - $281K
|
171K
$4.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.75K+ 21.58% |
$213K - $260K
|
49.3K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.69KNew |
$211K - $258K
|
8.69K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.66K+ 2.43% |
$211K - $258K
|
364K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
8.61KNew |
$209K - $256K
|
8.61K
$251K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.6KNew |
$209K - $256K
|
8.6K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
8.18KNew |
$199K - $243K
|
8.18K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.15KNew |
$198K - $242K
|
8.15K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.08K+ 7.27% |
$197K - $240K
|
119K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.68KNew |
$187K - $228K
|
7.68K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
7.36KNew |
$179K - $219K
|
7.36K
$215K
|