Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q4 2023. 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 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.67M+ 18.86% |
$37.2M - $43M
|
10.5M
$272M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.57M+ 17.28% |
$35M - $40.4M
|
10.7M
$275M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
626KNew |
$14M - $16.1M
|
626K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
522K+ 259.9% |
$11.6M - $13.4M
|
723K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
503K+ 45.28% |
$11.2M - $13M
|
1.61M
$41.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
495K+ 10.7% |
$11M - $12.7M
|
5.12M
$132M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
430KNew |
$9.58M - $11.1M
|
430K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
328KNew |
$7.31M - $8.45M
|
328K
$8.49M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
313KNew |
$6.97M - $8.06M
|
313K
$8.09M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
307KNew |
$6.85M - $7.91M
|
307K
$7.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
279K+ 4.71% |
$6.21M - $7.17M
|
6.19M
$160M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
250K+ 221.26% |
$5.58M - $6.45M
|
364K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
238KNew |
$5.29M - $6.12M
|
238K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
191K+ 316.94% |
$4.26M - $4.93M
|
252K
$6.51M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
188K+ 10.57% |
$4.18M - $4.83M
|
1.96M
$50.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
184K+ 164.05% |
$4.11M - $4.75M
|
297K
$7.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
169KNew |
$3.77M - $4.35M
|
169K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
147KNew |
$3.28M - $3.79M
|
147K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
128K+ 21471.04% |
$2.84M - $3.28M
|
128K
$3.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
122K+ 84.72% |
$2.73M - $3.15M
|
267K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
116K+ 26.51% |
$2.58M - $2.99M
|
554K
$14.3M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
115KNew |
$2.57M - $2.97M
|
115K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
114K+ 2.01% |
$2.54M - $2.94M
|
5.81M
$150M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
91.7KNew |
$2.04M - $2.36M
|
91.7K
$2.37M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
90.8KNew |
$2.02M - $2.34M
|
90.8K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
73.6KNew |
$1.64M - $1.89M
|
73.6K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
73.5KNew |
$1.64M - $1.89M
|
73.5K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
67.7K+ 6.24% |
$1.51M - $1.74M
|
1.15M
$29.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.7K+ 26.96% |
$1.31M - $1.51M
|
276K
$7.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
48.7K+ 47.62% |
$1.08M - $1.25M
|
151K
$3.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
46.9K+ 10.45% |
$1.04M - $1.21M
|
495K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.7K+ 21.39% |
$1.04M - $1.2M
|
265K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.8K+ 1819.14% |
$1.02M - $1.18M
|
48.3K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
44.2K+ 2.72% |
$985K - $1.14M
|
1.67M
$43.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
43.9KNew |
$979K - $1.13M
|
43.9K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42.4KNew |
$944K - $1.09M
|
42.4K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
37.3K+ 12.59% |
$831K - $959K
|
333K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36.5K+ 8.99% |
$812K - $939K
|
442K
$11.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
32.9K+ 2.55% |
$733K - $847K
|
1.32M
$34.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31.3K+ 8.51% |
$697K - $805K
|
399K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.7K+ 2.35% |
$663K - $766K
|
1.3M
$33.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29.4KNew |
$655K - $757K
|
29.4K
$760K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.4K+ 28.33% |
$610K - $705K
|
124K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27.2K+ 9.98% |
$607K - $701K
|
300K
$7.76M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26K+ 116.48% |
$579K - $669K
|
48.3K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
25.4K+ 31.38% |
$567K - $655K
|
106K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 253.88% |
$521K - $601K
|
32.6K
$842K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.8K+ 15.85% |
$487K - $562K
|
160K
$4.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.5K+ 129.75% |
$457K - $528K
|
36.3K
$938K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
19.2K+ 2.18% |
$428K - $494K
|
899K
$23.2M
|