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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
18.8K+ 21.93% |
$419K - $484K
|
105K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
18.6KNew |
$414K - $479K
|
18.6K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.9KNew |
$398K - $460K
|
17.9K
$462K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.2K+ 41.56% |
$360K - $416K
|
55K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15.7KNew |
$351K - $405K
|
15.7K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
15KNew |
$333K - $385K
|
15K
$387K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.2K+ 8.99% |
$317K - $366K
|
172K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
13K+ 3.4% |
$289K - $334K
|
395K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.9KNew |
$266K - $307K
|
11.9K
$308K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.2KNew |
$249K - $287K
|
11.2K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.9K+ 29.25% |
$243K - $281K
|
48.2K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
10.8K+ 83.45% |
$240K - $277K
|
23.7K
$611K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10.6K+ 4.07% |
$235K - $272K
|
270K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
9.16KNew |
$204K - $236K
|
9.16K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9.09KNew |
$202K - $234K
|
9.09K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9.02KNew |
$201K - $232K
|
9.02K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.85K+ 14.27% |
$197K - $228K
|
70.8K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.82KNew |
$197K - $227K
|
8.82K
$228K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.73KNew |
$194K - $225K
|
8.73K
$226K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
8.58KNew |
$191K - $221K
|
8.58K
$222K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.29KNew |
$185K - $213K
|
8.29K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.22KNew |
$183K - $212K
|
8.22K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.11KNew |
$181K - $209K
|
8.11K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.88KNew |
$176K - $203K
|
7.88K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.13KNew |
$159K - $184K
|
7.13K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.93K+ 7.66% |
$154K - $178K
|
97.4K
$2.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
6.82K+ 13.65% |
$152K - $176K
|
56.8K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.25K+ 11.06% |
$139K - $161K
|
62.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.83K+ 13.77% |
$130K - $150K
|
48.2K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.66K+ 15.73% |
$126K - $146K
|
41.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.52K+ 11.51% |
$123K - $142K
|
53.5K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.32K+ 58.01% |
$119K - $137K
|
14.5K
$375K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.01K+ 18.55% |
$112K - $129K
|
32K
$828K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.79K+ 35.21% |
$107K - $123K
|
18.4K
$475K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.65K+ 39.12% |
$104K - $120K
|
16.5K
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.27K+ 513.72% |
$95.1K - $110K
|
5.1K
$132K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.12K+ 10.92% |
$91.7K - $106K
|
41.8K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.08K+ 20.73% |
$90.9K - $105K
|
23.8K
$614K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.94K+ 1669.49% |
$87.8K - $101K
|
4.18K
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
3.39K+ 0.72% |
$75.5K - $87.2K
|
472K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.35K+ 15.7% |
$74.7K - $86.3K
|
24.7K
$639K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
3.3K+ 2.19% |
$73.5K - $85K
|
154K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.78K+ 24.08% |
$61.8K - $71.4K
|
14.3K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.75K+ 8.13% |
$61.3K - $70.8K
|
36.6K
$947K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.3K+ 5.96% |
$51.2K - $59.2K
|
40.9K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.16K+ 11.19% |
$48.1K - $55.6K
|
21.4K
$554K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.05K+ 61.96% |
$45.6K - $52.7K
|
5.35K
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.78K+ 2.01% |
$39.6K - $45.8K
|
90.5K
$2.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 5.2% |
$37.2K - $42.9K
|
33.8K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 4.18% |
$30.1K - $34.8K
|
33.7K
$872K
|