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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$3.24K - $3.56K
|
129
$3.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
111+ 0.47% |
$2.79K - $3.06K
|
23.9K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
99+ 4.4% |
$2.49K - $2.73K
|
2.35K
$62.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
69+ 0.4% |
$1.74K - $1.9K
|
17.2K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.55% |
$1.66K - $1.82K
|
12.2K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
55+ 0.09% |
$1.38K - $1.52K
|
59.2K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
48+ 0.42% |
$1.21K - $1.32K
|
11.5K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
41+ 0.73% |
$1.03K - $1.13K
|
5.69K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
40+ 0.44% |
$1.01K - $1.1K
|
9.13K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
16+ 0.06% |
$402 - $441
|
28K
$743K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.1% |
$226 - $248
|
9.15K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 0.49% |
$126 - $138
|
1.02K
$27.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.02% |
$50.3 - $55.1
|
10.3K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 2.82% |
$931 - $1.02K
|
1.27K
$33.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-94- 8.06% |
$2.36K - $2.59K
|
1.07K
$28.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-251- 0.48% |
$6.31K - $6.92K
|
52.4K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-416- 1.59% |
$10.5K - $11.5K
|
25.7K
$682K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-454- 0.81% |
$11.4K - $12.5K
|
55.6K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-534- 5.56% |
$13.4K - $14.7K
|
9.07K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-988- 3.0% |
$24.8K - $27.2K
|
31.9K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.04K- 2.27% |
$26.1K - $28.6K
|
44.7K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.06K- 1.07% |
$26.5K - $29.1K
|
97.9K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.2K- 10.29% |
$30.1K - $32.9K
|
10.4K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 0.39% |
$37.1K - $40.7K
|
380K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.9K- 5.38% |
$47.8K - $52.4K
|
33.4K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.15K- 4.6% |
$54.1K - $59.3K
|
44.6K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.28K- 59.48% |
$57.2K - $62.7K
|
1.55K
$41.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-2.36K- 4.71% |
$59.3K - $65K
|
47.7K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.52K- 19.8% |
$63.4K - $69.4K
|
10.2K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.39K- 19.4% |
$110K - $121K
|
18.2K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-6.54K- 19.1% |
$164K - $180K
|
27.7K
$734K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.73K- 23.72% |
$194K - $213K
|
24.9K
$660K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.07K- 32.28% |
$203K - $223K
|
16.9K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-9.31K- 0.72% |
$234K - $257K
|
1.28M
$34M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-10.3K- 13.54% |
$259K - $283K
|
65.7K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-66.8K- 9.7% |
$1.68M - $1.84M
|
621K
$16.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-83K- 76.87% |
$2.09M - $2.29M
|
25K
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-259K- 58.2% |
$6.52M - $7.14M
|
186K
$4.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-263K- 35.05% |
$6.62M - $7.26M
|
488K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-812K- 41.24% |
$20.4M - $22.4M
|
1.16M
$30.7M
|