Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DIHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DIHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.06K- 1.07% |
$26.5K - $29.1K
|
97.9K
$2.49M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.11K+ 1.41% |
$179K - $196K
|
511K
$13M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.15K- 4.6% |
$54.1K - $59.3K
|
44.6K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-9.31K- 0.72% |
$234K - $257K
|
1.28M
$32.6M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.55% |
$1.66K - $1.82K
|
12.2K
$310K
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.9KNew |
$2.26M - $2.48M
|
89.9K
$2.29M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.4K+ 15.33% |
$261K - $286K
|
78.1K
$1.99M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-812K- 41.24% |
$20.4M - $22.4M
|
1.16M
$29.5M
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
33.9K+ 35.63% |
$853K - $935K
|
129K
$3.29M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.28K- 59.48% |
$57.2K - $62.7K
|
1.55K
$39.5K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.14K+ 4.52% |
$28.8K - $31.5K
|
26.4K
$674K
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
50.4K+ 8.59% |
$1.27M - $1.39M
|
637K
$16.2M
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
16+ 0.06% |
$402 - $441
|
28K
$714K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-263K- 35.05% |
$6.62M - $7.26M
|
488K
$12.4M
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.69KNew |
$219K - $240K
|
8.69K
$222K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
391+ 3.1% |
$9.83K - $10.8K
|
13K
$332K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8KNew |
$296K - $325K
|
11.8K
$300K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
607K+ 69.73% |
$15.3M - $16.7M
|
1.48M
$37.7M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
184New |
$4.63K - $5.07K
|
184
$4.69K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
88.7K+ 11.28% |
$2.23M - $2.45M
|
875K
$22.3M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
275KNew |
$6.91M - $7.58M
|
275K
$7M
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 0.66% |
$90.4K - $99.1K
|
545K
$13.9M
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
61.2K+ 27.23% |
$1.54M - $1.69M
|
286K
$7.29M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
180New |
$4.53K - $4.96K
|
180
$4.59K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-10.3K- 13.54% |
$259K - $283K
|
65.7K
$1.67M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.5K+ 5.93% |
$289K - $317K
|
206K
$5.24M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
207K+ 11.49% |
$5.21M - $5.71M
|
2.01M
$51.2M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-520- 0.52% |
$13.1K - $14.5K
|
100K
$2.55M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 3.48% |
$33.8K - $37.4K
|
39.8K
$1.01M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.49K+ 9.32% |
$138K - $153K
|
64.4K
$1.64M
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
98+ 0.1% |
$2.47K - $2.74K
|
99.8K
$2.54M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.99K- 15.75% |
$50.1K - $55.5K
|
10.6K
$271K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
887+ 1.84% |
$22.4K - $24.8K
|
49K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 1.38% |
$691K - $766K
|
2.01M
$51.3M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153K+ 52.8% |
$3.86M - $4.27M
|
442K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.79K+ 13.43% |
$45.2K - $50.1K
|
15.1K
$386K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-393- 2.83% |
$9.92K - $11K
|
13.5K
$345K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.2K+ 27.49% |
$410K - $454K
|
75.3K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-84.1K- 36.25% |
$2.12M - $2.35M
|
148K
$3.77M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.54K+ 95.22% |
$38.7K - $42.9K
|
3.15K
$80.2K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 4.16% |
$753K - $834K
|
688K
$17.5M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.06% |
$303 - $335
|
20.8K
$530K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11KNew |
$278K - $308K
|
11K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
424+ 2.77% |
$10.7K - $11.8K
|
15.7K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.1K+ 9.32% |
$733K - $812K
|
341K
$8.69M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.8K+ 1.53% |
$121K - $134K
|
317K
$8.09M
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
13.3K+ 34.73% |
$337K - $373K
|
51.8K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-800- 9.88% |
$20.2K - $22.4K
|
7.3K
$186K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-429K- 28.65% |
$10.8M - $12M
|
1.07M
$27.2M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.11% |
$681 - $754
|
840
$21.4K
|