Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.16M+ 1607.21% |
$41.2M - $49.8M
|
2.3M
$59.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.83M+ 1357.14% |
$34.8M - $42.1M
|
1.96M
$50.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.34M+ 238.3% |
$25.5M - $30.8M
|
1.9M
$49.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.24M+ 27.08% |
$23.6M - $28.5M
|
5.8M
$150M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.17MNew |
$22.2M - $26.9M
|
1.17M
$30.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
931KNew |
$17.7M - $21.4M
|
931K
$24.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
803K+ 972.13% |
$15.3M - $18.5M
|
886K
$22.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
701K+ 29.8% |
$13.4M - $16.1M
|
3.05M
$78.9M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
486K+ 77.61% |
$9.27M - $11.2M
|
1.11M
$28.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
453K+ 132.77% |
$8.63M - $10.4M
|
794K
$20.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
444KNew |
$8.46M - $10.2M
|
444K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
392KNew |
$7.47M - $9.03M
|
392K
$10.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
306KNew |
$5.83M - $7.04M
|
306K
$7.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
304KNew |
$5.79M - $7M
|
304K
$7.85M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
286KNew |
$5.46M - $6.6M
|
286K
$7.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
246KNew |
$4.7M - $5.67M
|
246K
$6.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
230K+ 227.46% |
$4.37M - $5.29M
|
330K
$8.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
229K+ 11.08% |
$4.36M - $5.27M
|
2.3M
$59.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
209K+ 40.58% |
$3.98M - $4.8M
|
723K
$18.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
199K+ 50.59% |
$3.78M - $4.57M
|
591K
$15.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
196K+ 40.31% |
$3.73M - $4.51M
|
682K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 1908.43% |
$2.82M - $3.41M
|
156K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 2155.03% |
$2.36M - $2.85M
|
130K
$3.35M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
121KNew |
$2.31M - $2.79M
|
121K
$3.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
104KNew |
$1.99M - $2.4M
|
104K
$2.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98K+ 79.91% |
$1.87M - $2.26M
|
221K
$5.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
97.1KNew |
$1.85M - $2.24M
|
97.1K
$2.51M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
85.9KNew |
$1.64M - $1.98M
|
85.9K
$2.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
78.8KNew |
$1.5M - $1.82M
|
78.8K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
70.5KNew |
$1.34M - $1.62M
|
70.5K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.3K+ 16697.92% |
$1.23M - $1.48M
|
64.7K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.4K+ 254.87% |
$1.04M - $1.25M
|
75.8K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.8KNew |
$911K - $1.1M
|
47.8K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
44.9KNew |
$856K - $1.03M
|
44.9K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.5K+ 170.23% |
$639K - $772K
|
53.2K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
30.3K+ 7.98% |
$578K - $699K
|
410K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.1K+ 28.23% |
$573K - $693K
|
137K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.9KNew |
$513K - $620K
|
26.9K
$696K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26.5K+ 107.42% |
$506K - $611K
|
51.2K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
25.9K+ 116.61% |
$493K - $596K
|
48.1K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
25.7KNew |
$489K - $591K
|
25.7K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.3KNew |
$463K - $560K
|
24.3K
$628K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
24.3KNew |
$463K - $560K
|
24.3K
$628K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.9KNew |
$437K - $528K
|
22.9K
$593K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18.4KNew |
$351K - $425K
|
18.4K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 15.57% |
$328K - $396K
|
128K
$3.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
17K+ 33.11% |
$324K - $391K
|
68.3K
$1.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
16.8KNew |
$320K - $386K
|
16.8K
$434K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.2KNew |
$271K - $327K
|
14.2K
$367K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13.9KNew |
$266K - $321K
|
13.9K
$360K
|