Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
13.6KNew |
$314K - $342K
|
13.6K
$357K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.2KNew |
$283K - $308K
|
12.2K
$322K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 5.91% |
$280K - $305K
|
218K
$5.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.7K+ 43.06% |
$270K - $294K
|
38.9K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$253K - $276K
|
11K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.3K+ 6.72% |
$238K - $259K
|
164K
$4.3M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9.76K+ 6.57% |
$225K - $246K
|
158K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.61KNew |
$222K - $242K
|
9.61K
$253K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9.09K+ 3.64% |
$210K - $229K
|
259K
$6.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.02K+ 4929.51% |
$208K - $227K
|
9.2K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.83KNew |
$204K - $222K
|
8.83K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.38K+ 2.78% |
$170K - $186K
|
273K
$7.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
7.29K+ 6.82% |
$168K - $183K
|
114K
$3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.25K+ 27.25% |
$167K - $182K
|
33.9K
$890K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
6.22K+ 4.3% |
$144K - $157K
|
151K
$3.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.79K+ 8.7% |
$134K - $146K
|
72.3K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.32K+ 5.78% |
$123K - $134K
|
97.2K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
5.17K+ 11.54% |
$119K - $130K
|
50K
$1.31M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
3.92K+ 11.75% |
$90.5K - $98.6K
|
37.3K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.92K+ 13.76% |
$90.4K - $98.5K
|
32.4K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 36.03% |
$85.7K - $93.3K
|
14K
$368K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.22K+ 38.73% |
$74.3K - $80.9K
|
11.5K
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.17K+ 3.71% |
$73.2K - $79.8K
|
88.7K
$2.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.91K+ 12.06% |
$67.1K - $73.1K
|
27K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.62K+ 28.32% |
$60.5K - $65.9K
|
11.9K
$312K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.39K+ 14.13% |
$55.1K - $60.1K
|
19.3K
$507K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.28K+ 33.0% |
$52.6K - $57.2K
|
9.17K
$241K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.26K+ 11.99% |
$52.3K - $56.9K
|
21.1K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.26K+ 0.88% |
$52.2K - $56.9K
|
260K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.74K+ 9.7% |
$40.2K - $43.8K
|
19.7K
$517K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.53K+ 2.79% |
$35.4K - $38.6K
|
56.5K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.49K+ 2.64% |
$34.4K - $37.4K
|
57.8K
$1.52M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.31KNew |
$30.2K - $32.9K
|
1.31K
$34.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.03K+ 10.09% |
$23.7K - $25.8K
|
11.2K
$295K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.01K+ 0.99% |
$23.2K - $25.3K
|
102K
$2.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
831New |
$19.2K - $20.9K
|
831
$21.8K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
804+ 9.53% |
$18.6K - $20.2K
|
9.24K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
700New |
$16.2K - $17.6K
|
700
$18.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
538+ 1.16% |
$12.4K - $13.5K
|
47K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
458+ 3.68% |
$10.6K - $11.5K
|
12.9K
$339K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
438+ 44.51% |
$10.1K - $11K
|
1.42K
$37.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
437+ 3.44% |
$10.1K - $11K
|
13.2K
$346K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
431New |
$9.95K - $10.8K
|
431
$11.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
415+ 100.0% |
$9.58K - $10.4K
|
830
$21.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
376+ 1.51% |
$8.68K - $9.46K
|
25.2K
$664K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
375+ 0.72% |
$8.66K - $9.43K
|
52.4K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
314+ 2.16% |
$7.25K - $7.9K
|
14.8K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
252New |
$5.82K - $6.34K
|
252
$6.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
236New |
$5.45K - $5.94K
|
236
$6.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 7.34% |
$3.81K - $4.15K
|
2.41K
$63.4K
|