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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11.9KNew |
$299K - $328K
|
11.9K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8KNew |
$296K - $325K
|
11.8K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.8K+ 22.97% |
$296K - $324K
|
63K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7KNew |
$294K - $322K
|
11.7K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.5K+ 5.93% |
$289K - $317K
|
206K
$5.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.2K+ 4.74% |
$283K - $310K
|
248K
$6.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.4K+ 15.33% |
$261K - $286K
|
78.1K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.98K+ 3.92% |
$251K - $275K
|
265K
$7.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.67K+ 32.22% |
$243K - $267K
|
39.7K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.24K+ 229.99% |
$232K - $255K
|
13.3K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.11K+ 3.76% |
$229K - $251K
|
251K
$6.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
9KNew |
$226K - $248K
|
9K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.72K+ 14.63% |
$219K - $240K
|
68.3K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.69KNew |
$219K - $240K
|
8.69K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.21KNew |
$206K - $226K
|
8.21K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$205K - $225K
|
8.15K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$204K - $224K
|
8.12K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.24K+ 7.26% |
$182K - $200K
|
107K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.11K+ 1.41% |
$179K - $196K
|
511K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.11K+ 4.41% |
$179K - $196K
|
168K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.81K+ 8.33% |
$171K - $188K
|
88.5K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.63K+ 9.88% |
$167K - $183K
|
73.7K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.39K+ 15.91% |
$161K - $176K
|
46.5K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.32K+ 8.53% |
$159K - $174K
|
80.5K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.05K+ 1.78% |
$152K - $167K
|
347K
$9.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.2K+ 1.96% |
$131K - $143K
|
271K
$7.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.14K+ 42.33% |
$129K - $142K
|
17.3K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.67K+ 3.11% |
$117K - $129K
|
155K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.46K+ 589.7% |
$112K - $123K
|
5.22K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.07K+ 35.72% |
$102K - $112K
|
15.4K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.89K+ 0.23% |
$97.9K - $107K
|
1.67M
$44.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 0.66% |
$90.4K - $99.1K
|
545K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.04K+ 6.15% |
$76.4K - $83.8K
|
52.5K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.23K+ 1.11% |
$56.2K - $61.6K
|
203K
$5.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.74K+ 3.24% |
$43.9K - $48.1K
|
55.6K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 54.02% |
$42.8K - $46.9K
|
4.85K
$129K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.67K+ 18.74% |
$42.1K - $46.2K
|
10.6K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.4K+ 0.99% |
$35.2K - $38.6K
|
143K
$3.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.31KNew |
$32.9K - $36.1K
|
1.31K
$34.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 11.83% |
$29.3K - $32.1K
|
11K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.14K+ 4.52% |
$28.8K - $31.5K
|
26.4K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
741+ 2.41% |
$18.6K - $20.4K
|
31.5K
$837K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
420+ 0.49% |
$10.6K - $11.6K
|
86.7K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
391+ 3.1% |
$9.83K - $10.8K
|
13K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
366+ 2.78% |
$9.2K - $10.1K
|
13.5K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
361New |
$9.08K - $9.95K
|
361
$9.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
258+ 0.17% |
$6.49K - $7.11K
|
154K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
218New |
$5.48K - $6.01K
|
218
$5.78K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
184New |
$4.63K - $5.07K
|
184
$4.88K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
180New |
$4.53K - $4.96K
|
180
$4.78K
|