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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13.7K+ 16.76% |
$262K - $317K
|
95.8K
$2.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13K+ 650.7% |
$248K - $300K
|
15K
$388K
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
12.9K+ 15.82% |
$246K - $297K
|
94.5K
$2.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1KNew |
$231K - $279K
|
12.1K
$313K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
10.3KNew |
$196K - $236K
|
10.3K
$265K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
9.99KNew |
$190K - $230K
|
9.99K
$258K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
9.74KNew |
$186K - $224K
|
9.74K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
9.03K+ 6.0% |
$172K - $208K
|
159K
$4.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
7.58K+ 44.13% |
$145K - $175K
|
24.8K
$640K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.58KNew |
$106K - $128K
|
5.58K
$144K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.69K+ 107.58% |
$70.4K - $85K
|
7.12K
$184K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.16K+ 6.51% |
$60.2K - $72.8K
|
51.7K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.15K+ 426.84% |
$40.9K - $49.4K
|
2.65K
$68.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1K+ 2.05% |
$19.1K - $23K
|
49.7K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
643+ 4.22% |
$12.3K - $14.8K
|
15.9K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
558+ 3.42% |
$10.6K - $12.9K
|
16.9K
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
443New |
$8.44K - $10.2K
|
443
$11.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
90New |
$1.72K - $2.07K
|
90
$2.33K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25New |
$476 - $576
|
25
$646
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-563- 0.94% |
$10.7K - $13K
|
59.1K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-779- 1.91% |
$14.8K - $17.9K
|
40K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67K- 27.64% |
$31.8K - $38.5K
|
4.37K
$113K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.19K- 5.85% |
$41.7K - $50.4K
|
35.2K
$911K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.54K- 95.63% |
$48.3K - $58.4K
|
116
$3K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.42K- 30.93% |
$84.3K - $102K
|
9.88K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.37K- 24.97% |
$121K - $147K
|
19.1K
$495K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6.78K- 32.09% |
$129K - $156K
|
14.4K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-12.5K- 40.8% |
$237K - $287K
|
18.1K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-445K- 30.7% |
$8.49M - $10.3M
|
1.01M
$26M
|