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 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
263+ 1.05% |
$6.61K - $7.25K
|
25.2K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
258+ 0.17% |
$6.49K - $7.11K
|
154K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
218New |
$5.48K - $6.01K
|
218
$5.92K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
184New |
$4.63K - $5.07K
|
184
$5K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
180New |
$4.53K - $4.96K
|
180
$4.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$3.24K - $3.56K
|
129
$3.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
111+ 0.47% |
$2.79K - $3.06K
|
23.9K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
99+ 4.4% |
$2.49K - $2.73K
|
2.35K
$63.8K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
93+ 55.36% |
$2.34K - $2.56K
|
261
$7.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
69+ 0.4% |
$1.74K - $1.9K
|
17.2K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
67New |
$1.69K - $1.85K
|
67
$1.82K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.55% |
$1.66K - $1.82K
|
12.2K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
57+ 0.56% |
$1.43K - $1.57K
|
10.3K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
55+ 0.09% |
$1.38K - $1.52K
|
59.2K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
48+ 0.42% |
$1.21K - $1.32K
|
11.5K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
41+ 0.73% |
$1.03K - $1.13K
|
5.69K
$154K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
40+ 0.44% |
$1.01K - $1.1K
|
9.13K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
16+ 0.06% |
$402 - $441
|
28K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.1% |
$226 - $248
|
9.15K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 0.49% |
$126 - $138
|
1.02K
$27.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.02% |
$50.3 - $55.1
|
10.3K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-9- 0.59% |
$226 - $248
|
1.53K
$41.5K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 2.82% |
$931 - $1.02K
|
1.27K
$34.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-94- 8.06% |
$2.36K - $2.59K
|
1.07K
$29.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-195- 1.52% |
$4.9K - $5.38K
|
12.7K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-251- 0.48% |
$6.31K - $6.92K
|
52.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-416- 1.59% |
$10.5K - $11.5K
|
25.7K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-454- 0.81% |
$11.4K - $12.5K
|
55.6K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-519- 6.08% |
$13.1K - $14.3K
|
8.02K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-534- 5.56% |
$13.4K - $14.7K
|
9.07K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-784- 1.22% |
$19.7K - $21.6K
|
63.6K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-969- 6.17% |
$24.4K - $26.7K
|
14.7K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-988- 3.0% |
$24.8K - $27.2K
|
31.9K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 84.59% |
$25.7K - $28.1K
|
186
$5.05K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.04K- 2.27% |
$26.1K - $28.6K
|
44.7K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.06K- 1.07% |
$26.5K - $29.1K
|
97.9K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.2K- 10.29% |
$30.1K - $32.9K
|
10.4K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 0.39% |
$37.1K - $40.7K
|
380K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.9K- 5.38% |
$47.8K - $52.4K
|
33.4K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.15K- 4.6% |
$54.1K - $59.3K
|
44.6K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 6.8% |
$56.1K - $61.5K
|
30.6K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.26K- 4.47% |
$56.8K - $62.3K
|
48.3K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.28K- 59.48% |
$57.2K - $62.7K
|
1.55K
$42.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-2.36K- 4.71% |
$59.3K - $65K
|
47.7K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.52K- 19.8% |
$63.4K - $69.4K
|
10.2K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.94K- 7.47% |
$73.9K - $81K
|
36.4K
$988K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.39K- 19.4% |
$110K - $121K
|
18.2K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.14K- 3.74% |
$129K - $142K
|
132K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-6.54K- 19.1% |
$164K - $180K
|
27.7K
$752K
|