Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
815K+ 52.97% |
$15.4M - $18.7M
|
2.35M
$60.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
479K+ 583.48% |
$9.07M - $11M
|
561K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
444K+ 1441.93% |
$8.4M - $10.2M
|
475K
$12.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
409K+ 976.77% |
$7.73M - $9.39M
|
450K
$11.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
408K+ 508.77% |
$7.72M - $9.37M
|
488K
$12.6M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
376K+ 34.94% |
$7.11M - $8.63M
|
1.45M
$37.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
335K+ 19.33% |
$6.33M - $7.69M
|
2.07M
$53.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
310K+ 1001.57% |
$5.86M - $7.12M
|
341K
$8.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
282K+ 256.53% |
$5.34M - $6.49M
|
393K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
214K+ 78.42% |
$4.04M - $4.91M
|
486K
$12.6M
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
185K+ 41.77% |
$3.49M - $4.24M
|
627K
$16.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
174K+ 51.32% |
$3.3M - $4.01M
|
514K
$13.3M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
166KNew |
$3.14M - $3.81M
|
166K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
166KNew |
$3.14M - $3.81M
|
166K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
139K+ 507.25% |
$2.63M - $3.2M
|
166K
$4.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
135KNew |
$2.55M - $3.09M
|
135K
$3.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
135KNew |
$2.55M - $3.09M
|
135K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
111KNew |
$2.09M - $2.54M
|
111K
$2.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
84.1K+ 374.7% |
$1.59M - $1.93M
|
107K
$2.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
59.7KNew |
$1.13M - $1.37M
|
59.7K
$1.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
51.2K+ 162.62% |
$968K - $1.18M
|
82.6K
$2.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
45.4K+ 58.8% |
$859K - $1.04M
|
123K
$3.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.9K+ 66.96% |
$622K - $756K
|
82K
$2.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
31.4K+ 62.48% |
$594K - $721K
|
81.6K
$2.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
30.5KNew |
$578K - $702K
|
30.5K
$789K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
23.3K+ 6.54% |
$441K - $536K
|
380K
$9.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.4K+ 148.26% |
$423K - $514K
|
37.4K
$968K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
19.7K+ 24.3% |
$373K - $453K
|
101K
$2.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.7KNew |
$373K - $453K
|
19.7K
$509K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17.4K+ 215.98% |
$330K - $401K
|
25.5K
$659K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
15.7KNew |
$297K - $361K
|
15.7K
$406K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
15.4K+ 46.67% |
$292K - $355K
|
48.5K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
14.7K+ 91.91% |
$278K - $338K
|
30.7K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.9K+ 46.25% |
$244K - $296K
|
40.8K
$1.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.5K+ 107.77% |
$218K - $265K
|
22.2K
$574K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 28.24% |
$214K - $260K
|
51.3K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.2K+ 112.2% |
$211K - $257K
|
21.1K
$546K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10.6K+ 27.67% |
$200K - $243K
|
48.7K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9.56K+ 63.12% |
$181K - $220K
|
24.7K
$638K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
8.74K+ 103.46% |
$165K - $201K
|
17.2K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.76KNew |
$147K - $178K
|
7.76K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.75KNew |
$109K - $132K
|
5.75K
$149K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.3K+ 246.22% |
$81.3K - $98.8K
|
6.05K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.65KNew |
$50.2K - $60.9K
|
2.65K
$68.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.5K+ 21.2% |
$47.3K - $57.5K
|
14.3K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39K+ 17.17% |
$45.2K - $54.9K
|
16.3K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.29K+ 12.04% |
$43.4K - $52.7K
|
21.3K
$552K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2KNew |
$37.9K - $46K
|
2K
$51.8K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.51K+ 1.02% |
$28.6K - $34.8K
|
150K
$3.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
664+ 24.0% |
$12.6K - $15.3K
|
3.43K
$88.7K
|