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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.21K+ 6.18% |
$26.9K - $31.1K
|
20.7K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2K+ 171.43% |
$26.7K - $30.9K
|
1.9K
$49.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.15K+ 2.04% |
$25.7K - $29.7K
|
57.7K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11KNew |
$24.8K - $28.6K
|
1.11K
$28.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
968+ 4.39% |
$21.6K - $24.9K
|
23K
$596K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
815+ 9.23% |
$18.2K - $21K
|
9.64K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
759+ 0.66% |
$16.9K - $19.5K
|
115K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
705+ 7.33% |
$15.7K - $18.1K
|
10.3K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
531+ 37.34% |
$11.8K - $13.7K
|
1.95K
$50.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
395+ 58.96% |
$8.8K - $10.2K
|
1.07K
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
257+ 19.65% |
$5.73K - $6.62K
|
1.57K
$40.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
226New |
$5.04K - $5.82K
|
226
$5.84K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
154+ 40.63% |
$3.43K - $3.96K
|
533
$13.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
63+ 0.32% |
$1.4K - $1.62K
|
20K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
56+ 0.37% |
$1.25K - $1.44K
|
15.1K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
54+ 0.38% |
$1.2K - $1.39K
|
14.2K
$367K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
48+ 0.46% |
$1.07K - $1.24K
|
10.4K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
46+ 0.09% |
$1.02K - $1.18K
|
51.4K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
42+ 0.47% |
$936 - $1.08K
|
8.96K
$232K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
37New |
$824 - $952
|
37
$956
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30New |
$668 - $772
|
30
$776
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.1% |
$201 - $232
|
9.25K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 1.63% |
$89.1 - $103
|
241
$6.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-11- 0.03% |
$245 - $283
|
37.3K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19- 0.04% |
$423 - $489
|
47K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-247- 13.87% |
$5.5K - $6.36K
|
1.53K
$39.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-280- 2.5% |
$6.24K - $7.21K
|
10.9K
$282K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-282- 0.96% |
$6.28K - $7.26K
|
29.2K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-309- 1.22% |
$6.88K - $7.95K
|
24.9K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-533- 22.09% |
$11.9K - $13.7K
|
1.88K
$48.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-559- 3.76% |
$12.5K - $14.4K
|
14.3K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-730- 0.28% |
$16.3K - $18.8K
|
260K
$6.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-762- 1.32% |
$17K - $19.6K
|
57.1K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-868- 7.91% |
$19.3K - $22.3K
|
10.1K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-999- 7.6% |
$22.3K - $25.7K
|
12.2K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.33K- 4.91% |
$29.5K - $34.1K
|
25.7K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.38K- 6.51% |
$30.6K - $35.4K
|
19.8K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 11.35% |
$35.4K - $40.9K
|
12.4K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.59K- 0.06% |
$35.5K - $41K
|
2.81M
$72.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.83K- 1.12% |
$40.7K - $47K
|
162K
$4.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.25K- 4.3% |
$50.1K - $57.9K
|
50.1K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 0.97% |
$51.4K - $59.4K
|
235K
$6.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.83K- 3.91% |
$62.9K - $72.7K
|
69.5K
$1.8M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.84K- 5.52% |
$85.4K - $98.7K
|
65.6K
$1.7M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.09K- 0.65% |
$91K - $105K
|
626K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.25K- 11.67% |
$94.7K - $109K
|
32.2K
$831K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-5.55K- 1.3% |
$124K - $143K
|
421K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.87K- 6.03% |
$131K - $151K
|
91.4K
$2.36M
|