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 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-367- 3.86% |
$9.26K - $10.3K
|
9.14K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-393- 2.83% |
$9.92K - $11K
|
13.5K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-428- 7.05% |
$10.8K - $12K
|
5.65K
$146K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-520- 0.52% |
$13.1K - $14.5K
|
100K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-800- 9.88% |
$20.2K - $22.4K
|
7.3K
$189K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-803- 2.98% |
$20.3K - $22.4K
|
26.1K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-966- 3.04% |
$24.4K - $27K
|
30.8K
$796K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 2.75% |
$25.2K - $27.9K
|
35.3K
$912K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 3.05% |
$26.1K - $28.9K
|
32.9K
$851K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.99K- 15.75% |
$50.1K - $55.5K
|
10.6K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-2.16K- 1.39% |
$54.6K - $60.5K
|
154K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.55K- 5.18% |
$64.3K - $71.2K
|
46.7K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.43K- 6.35% |
$86.4K - $95.7K
|
50.5K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.72K- 7.51% |
$93.7K - $104K
|
45.7K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.05K- 16.79% |
$127K - $141K
|
25K
$647K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.42K- 15.39% |
$137K - $152K
|
29.8K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.6K- 3.91% |
$141K - $157K
|
138K
$3.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-13K- 8.42% |
$328K - $363K
|
141K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.3K- 12.36% |
$513K - $568K
|
144K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 4.16% |
$753K - $834K
|
688K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-81K- 35.84% |
$2.04M - $2.26M
|
145K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-84.1K- 36.25% |
$2.12M - $2.35M
|
148K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-107K- 19.25% |
$2.7M - $2.99M
|
448K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-157K- 8.01% |
$3.95M - $4.38M
|
1.8M
$46.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-159K- 76.17% |
$4.01M - $4.44M
|
49.8K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-190K- 41.68% |
$4.79M - $5.31M
|
266K
$6.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-251K- 86.56% |
$6.34M - $7.03M
|
39K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-429K- 28.65% |
$10.8M - $12M
|
1.07M
$27.6M
|