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 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.59K+ 11.94% |
$40.1K - $44.4K
|
14.9K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.54K+ 2.29% |
$38.8K - $42.9K
|
68.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.54K+ 95.22% |
$38.7K - $42.9K
|
3.15K
$81.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51K+ 6.78% |
$38.2K - $42.3K
|
23.8K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.51K+ 2.08% |
$38.1K - $42.2K
|
74.1K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.5K+ 2.6% |
$37.7K - $41.8K
|
59.1K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.49K+ 7.05% |
$37.6K - $41.6K
|
22.6K
$584K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.4K+ 2.92% |
$35.4K - $39.2K
|
49.4K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 3.48% |
$33.8K - $37.4K
|
39.8K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.27K+ 3443.24% |
$32.1K - $35.6K
|
1.31K
$33.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.1K+ 0.67% |
$27.8K - $30.8K
|
166K
$4.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 1007.34% |
$27.7K - $30.7K
|
1.21K
$31.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
908+ 2.85% |
$22.9K - $25.4K
|
32.8K
$848K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
891New |
$22.5K - $24.9K
|
891
$23K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
887+ 1.84% |
$22.4K - $24.8K
|
49K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
757New |
$19.1K - $21.2K
|
757
$19.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
753+ 6.93% |
$19K - $21K
|
11.6K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
666+ 2.34% |
$16.8K - $18.6K
|
29.2K
$754K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
659New |
$16.6K - $18.4K
|
659
$17K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
643+ 2.35% |
$16.2K - $18K
|
28K
$723K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
583+ 1.05% |
$14.7K - $16.3K
|
56.1K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
557+ 4.18% |
$14.1K - $15.6K
|
13.9K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
472+ 0.24% |
$11.9K - $13.2K
|
200K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
424+ 2.77% |
$10.7K - $11.8K
|
15.7K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
401+ 1.63% |
$10.1K - $11.2K
|
25K
$646K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
355+ 0.91% |
$8.96K - $9.92K
|
39.3K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
345+ 2.69% |
$8.7K - $9.64K
|
13.1K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
147+ 1.57% |
$3.71K - $4.11K
|
9.51K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
98+ 0.1% |
$2.47K - $2.74K
|
99.8K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
46+ 0.38% |
$1.16K - $1.29K
|
12.1K
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.38% |
$984 - $1.09K
|
10.3K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
31+ 8.73% |
$782 - $866
|
386
$9.98K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31New |
$782 - $866
|
31
$801
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
29+ 0.32% |
$732 - $810
|
9.09K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
26+ 0.29% |
$656 - $726
|
9.11K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 0.75% |
$606 - $671
|
3.22K
$83.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14+ 9.93% |
$353 - $391
|
155
$4.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.06% |
$303 - $335
|
20.8K
$537K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.13% |
$126 - $140
|
3.83K
$98.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.34% |
$101 - $112
|
1.17K
$30.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 0.39% |
$101 - $112
|
1.02K
$26.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.02% |
$50.5 - $55.9
|
10.3K
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5- 0.32% |
$126 - $140
|
1.54K
$39.7K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-19- 0.22% |
$479 - $531
|
8.54K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 0.62% |
$555 - $615
|
3.55K
$91.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.11% |
$681 - $754
|
840
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62- 40.0% |
$1.56K - $1.73K
|
93
$2.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-224- 0.65% |
$5.65K - $6.26K
|
34.2K
$885K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-334- 3.36% |
$8.43K - $9.33K
|
9.6K
$248K
|