Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q4 2024. 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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
7M+ 82.58% |
$176M - $193M
|
15.5M
$414M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
607K+ 69.73% |
$15.3M - $16.7M
|
1.48M
$39.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
288K+ 4.77% |
$7.25M - $7.95M
|
6.34M
$169M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
275KNew |
$6.91M - $7.58M
|
275K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
211KNew |
$5.31M - $5.83M
|
211K
$5.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
207K+ 11.49% |
$5.21M - $5.71M
|
2.01M
$53.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
177KNew |
$4.44M - $4.87M
|
177K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
161KNew |
$4.05M - $4.44M
|
161K
$4.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
157KNew |
$3.94M - $4.32M
|
157K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127K+ 21.49% |
$3.19M - $3.5M
|
718K
$19.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.9KNew |
$2.26M - $2.48M
|
89.9K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
88.7K+ 11.28% |
$2.23M - $2.45M
|
875K
$23.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71.4KNew |
$1.8M - $1.97M
|
71.4K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71.3KNew |
$1.79M - $1.97M
|
71.3K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
61.2K+ 27.23% |
$1.54M - $1.69M
|
286K
$7.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
50.4K+ 8.59% |
$1.27M - $1.39M
|
637K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
45.3K+ 12.49% |
$1.14M - $1.25M
|
407K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
43.4K+ 3.63% |
$1.09M - $1.2M
|
1.24M
$33.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
43.3K+ 2.34% |
$1.09M - $1.19M
|
1.89M
$50.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
43K+ 11.97% |
$1.08M - $1.18M
|
402K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.3K+ 378.51% |
$863K - $946K
|
43.4K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
33.9K+ 35.63% |
$853K - $935K
|
129K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29.8K+ 99.85% |
$749K - $821K
|
59.6K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
28.4K+ 4.44% |
$714K - $782K
|
668K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.2KNew |
$559K - $612K
|
22.2K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
21.6KNew |
$544K - $596K
|
21.6K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
19K+ 6.7% |
$479K - $525K
|
303K
$8.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18.1K+ 131.14% |
$455K - $499K
|
31.9K
$852K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 7.09% |
$442K - $484K
|
265K
$7.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.2K+ 4.93% |
$432K - $474K
|
366K
$9.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.4K+ 164.49% |
$411K - $451K
|
26.3K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14K+ 188.79% |
$353K - $387K
|
21.5K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
13.2K+ 9.79% |
$331K - $363K
|
148K
$3.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8KNew |
$296K - $325K
|
11.8K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.8K+ 22.97% |
$296K - $324K
|
63K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7KNew |
$294K - $322K
|
11.7K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.5K+ 5.93% |
$289K - $317K
|
206K
$5.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.2K+ 4.74% |
$283K - $310K
|
248K
$6.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.4K+ 15.33% |
$261K - $286K
|
78.1K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.98K+ 3.92% |
$251K - $275K
|
265K
$7.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.24K+ 229.99% |
$232K - $255K
|
13.3K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.11K+ 3.76% |
$229K - $251K
|
251K
$6.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
9KNew |
$226K - $248K
|
9K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.72K+ 14.63% |
$219K - $240K
|
68.3K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.69KNew |
$219K - $240K
|
8.69K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.21KNew |
$206K - $226K
|
8.21K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$205K - $225K
|
8.15K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$204K - $224K
|
8.12K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.24K+ 7.26% |
$182K - $200K
|
107K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.11K+ 1.41% |
$179K - $196K
|
511K
$13.7M
|