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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 31.26% |
$491K - $544K
|
81.7K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
98.6K+ 3.27% |
$2.49M - $2.75M
|
3.12M
$78.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.43KNew |
$112K - $124K
|
4.43K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
86.6K+ 47.92% |
$2.19M - $2.42M
|
267K
$6.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
15.7K+ 42.63% |
$397K - $440K
|
52.6K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-81K- 35.84% |
$2.04M - $2.26M
|
145K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
53.8KNew |
$1.36M - $1.5M
|
53.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
15.1K+ 3.01% |
$381K - $422K
|
516K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
53.8KNew |
$1.36M - $1.5M
|
53.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.51K+ 2.08% |
$38.1K - $42.2K
|
74.1K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 66.92% |
$87.5K - $97K
|
8.66K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-367- 3.86% |
$9.26K - $10.3K
|
9.14K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
757New |
$19.1K - $21.2K
|
757
$19.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.68K+ 554.58% |
$194K - $215K
|
9.07K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.94KNew |
$225K - $250K
|
8.94K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.55K+ 0.17% |
$64.4K - $71.3K
|
1.49M
$37.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
35.1K+ 1.94% |
$886K - $981K
|
1.85M
$46.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.54K+ 2.29% |
$38.8K - $42.9K
|
68.5K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 8.31% |
$143K - $158K
|
73.7K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-19- 0.22% |
$479 - $531
|
8.54K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.55K+ 17.56% |
$89.5K - $99.2K
|
23.8K
$598K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
753+ 6.93% |
$19K - $21K
|
11.6K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
583+ 1.05% |
$14.7K - $16.3K
|
56.1K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
472+ 0.24% |
$11.9K - $13.2K
|
200K
$5.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
216K+ 139.14% |
$5.44M - $6.02M
|
370K
$9.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
355+ 0.91% |
$8.96K - $9.92K
|
39.3K
$990K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
127K+ 2.15% |
$3.2M - $3.55M
|
6.05M
$152M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.91M+ 28.03% |
$124M - $137M
|
22.4M
$565M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 1007.34% |
$27.7K - $30.7K
|
1.21K
$30.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
891New |
$22.5K - $24.9K
|
891
$22.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.8K+ 96.96% |
$373K - $413K
|
30K
$756K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-966- 3.04% |
$24.4K - $27K
|
30.8K
$775K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63K+ 11.61% |
$66.4K - $73.5K
|
25.3K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
31+ 8.73% |
$782 - $866
|
386
$9.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.73M+ 383.45% |
$170M - $188M
|
8.48M
$214M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.34% |
$101 - $112
|
1.17K
$29.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31New |
$782 - $866
|
31
$781
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
27.2K+ 39.37% |
$685K - $759K
|
96.2K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.95KNew |
$251K - $278K
|
9.95K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 2.75% |
$25.2K - $27.9K
|
35.3K
$889K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1KNew |
$306K - $339K
|
12.1K
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-2.16K- 1.39% |
$54.6K - $60.5K
|
154K
$3.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
38.9K+ 316.23% |
$982K - $1.09M
|
51.2K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-190K- 41.68% |
$4.79M - $5.31M
|
266K
$6.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-13K- 8.42% |
$328K - $363K
|
141K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
80.7K+ 42.5% |
$2.04M - $2.25M
|
271K
$6.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
31.5K+ 1.63% |
$795K - $880K
|
1.97M
$49.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
345+ 2.69% |
$8.7K - $9.64K
|
13.1K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27.8K+ 23.99% |
$702K - $777K
|
144K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
29+ 0.32% |
$732 - $810
|
9.09K
$229K
|