Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.73M+ 383.45% |
$170M - $188M
|
8.48M
$219M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.91M+ 28.03% |
$124M - $137M
|
22.4M
$580M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.78M+ 27.49% |
$120M - $133M
|
22.1M
$572M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.29MNew |
$32.5M - $36M
|
1.29M
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
415K+ 49.42% |
$10.5M - $11.6M
|
1.25M
$32.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
381KNew |
$9.61M - $10.6M
|
381K
$9.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
221KNew |
$5.57M - $6.17M
|
221K
$5.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
219K+ 3.78% |
$5.52M - $6.11M
|
6.01M
$155M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
216K+ 139.14% |
$5.44M - $6.02M
|
370K
$9.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
182K+ 26.42% |
$4.59M - $5.08M
|
871K
$22.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
158K+ 78.57% |
$3.98M - $4.41M
|
359K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153K+ 52.8% |
$3.86M - $4.27M
|
442K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
127K+ 2.15% |
$3.2M - $3.55M
|
6.05M
$156M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
107K+ 22.15% |
$2.7M - $2.99M
|
591K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
107K+ 5.47% |
$2.69M - $2.98M
|
2.05M
$53.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
98.6K+ 3.27% |
$2.49M - $2.75M
|
3.12M
$80.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
86.6K+ 47.92% |
$2.19M - $2.42M
|
267K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
84.9K+ 2.23% |
$2.14M - $2.37M
|
3.9M
$101M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
80.7K+ 42.5% |
$2.04M - $2.25M
|
271K
$7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
69.6K+ 9.71% |
$1.76M - $1.94M
|
787K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
57.3KNew |
$1.45M - $1.6M
|
57.3K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.4K+ 7.82% |
$1.37M - $1.52M
|
751K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
53.8KNew |
$1.36M - $1.5M
|
53.8K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
53.8KNew |
$1.36M - $1.5M
|
53.8K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
38.9K+ 316.23% |
$982K - $1.09M
|
51.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.6K+ 14.33% |
$974K - $1.08M
|
308K
$7.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
36.1K+ 2.22% |
$911K - $1.01M
|
1.66M
$43M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
35.1K+ 1.94% |
$886K - $981K
|
1.85M
$47.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.7K+ 15.62% |
$825K - $913K
|
242K
$6.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
31.5K+ 1.63% |
$795K - $880K
|
1.97M
$50.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
30.3K+ 46.74% |
$764K - $846K
|
95.1K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.1K+ 9.32% |
$733K - $812K
|
341K
$8.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28KNew |
$706K - $782K
|
28K
$723K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27.8K+ 23.99% |
$702K - $777K
|
144K
$3.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
27.7K+ 4.96% |
$700K - $775K
|
586K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 1.38% |
$691K - $766K
|
2.01M
$52M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
27.2K+ 39.37% |
$685K - $759K
|
96.2K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.9K+ 7.05% |
$602K - $667K
|
362K
$9.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
20.3K+ 11.69% |
$513K - $568K
|
194K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 31.26% |
$491K - $544K
|
81.7K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.1K+ 8.27% |
$431K - $478K
|
224K
$5.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
16.6K+ 1.41% |
$418K - $463K
|
1.2M
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.2K+ 27.49% |
$410K - $454K
|
75.3K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
15.7K+ 42.63% |
$397K - $440K
|
52.6K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
15.1K+ 6.81% |
$381K - $422K
|
237K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
15.1K+ 3.01% |
$381K - $422K
|
516K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.8K+ 96.96% |
$373K - $413K
|
30K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.1K+ 4.19% |
$354K - $393K
|
349K
$9.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
13.4K+ 36.42% |
$337K - $374K
|
50.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
13.3K+ 34.73% |
$337K - $373K
|
51.8K
$1.34M
|