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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6KNew |
$318K - $352K
|
12.6K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 8.2% |
$308K - $341K
|
161K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.2K+ 2.48% |
$308K - $341K
|
504K
$13M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1KNew |
$306K - $339K
|
12.1K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
11.6K+ 2.68% |
$293K - $324K
|
445K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.4KNew |
$288K - $319K
|
11.4K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 4.01% |
$287K - $318K
|
295K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11KNew |
$278K - $308K
|
11K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.95KNew |
$251K - $278K
|
9.95K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
8.94K+ 9.03% |
$226K - $250K
|
108K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.94KNew |
$225K - $250K
|
8.94K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.93K+ 1.68% |
$225K - $249K
|
541K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.87K+ 83.21% |
$224K - $248K
|
19.5K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.02K+ 436.76% |
$202K - $224K
|
9.86K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.68K+ 554.58% |
$194K - $215K
|
9.07K
$234K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$189K - $210K
|
7.5K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.43KNew |
$187K - $208K
|
7.43K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
7.36KNew |
$186K - $206K
|
7.36K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.33K+ 12.14% |
$185K - $205K
|
67.7K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.25K+ 3.02% |
$183K - $202K
|
248K
$6.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.24K+ 3.33% |
$183K - $202K
|
225K
$5.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
6.34K+ 4.95% |
$160K - $177K
|
135K
$3.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 8.31% |
$143K - $158K
|
73.7K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.51K+ 20.77% |
$139K - $154K
|
32K
$828K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.49K+ 9.32% |
$138K - $153K
|
64.4K
$1.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.41K+ 74.01% |
$137K - $151K
|
12.7K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.07K+ 0.8% |
$128K - $142K
|
640K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.98K+ 6.12% |
$126K - $139K
|
86.3K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.8K+ 1.53% |
$121K - $134K
|
317K
$8.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.43KNew |
$112K - $124K
|
4.43K
$115K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.37K+ 6.1% |
$110K - $122K
|
76K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
4.14K+ 1.2% |
$104K - $116K
|
348K
$9.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.78K+ 10.4% |
$95.4K - $106K
|
40.1K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.69K+ 5.82% |
$93.1K - $103K
|
67.1K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.63K+ 5.61% |
$91.7K - $102K
|
68.4K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.55K+ 17.56% |
$89.5K - $99.2K
|
23.8K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 66.92% |
$87.5K - $97K
|
8.66K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.09K+ 21.92% |
$77.9K - $86.3K
|
17.2K
$444K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.9K+ 1.15% |
$73.1K - $80.9K
|
255K
$6.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63K+ 11.61% |
$66.4K - $73.5K
|
25.3K
$654K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.6K+ 0.93% |
$65.7K - $72.8K
|
284K
$7.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.55K+ 0.17% |
$64.4K - $71.3K
|
1.49M
$38.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.55K+ 22.65% |
$64.3K - $71.2K
|
13.8K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.55K+ 2.52% |
$64.3K - $71.2K
|
104K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.48K+ 9.72% |
$62.6K - $69.3K
|
28K
$724K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.3K+ 1.56% |
$58.1K - $64.3K
|
150K
$3.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.3K+ 2.38% |
$57.9K - $64.2K
|
98.9K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 7.48% |
$57.2K - $63.4K
|
32.6K
$842K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.16K+ 115.67% |
$54.4K - $60.2K
|
4.02K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.79K+ 13.43% |
$45.2K - $50.1K
|
15.1K
$391K
|