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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.69K+ 5.82% |
$93.1K - $103K
|
67.1K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-334- 3.36% |
$8.43K - $9.33K
|
9.6K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
908+ 2.85% |
$22.9K - $25.4K
|
32.8K
$870K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
643+ 2.35% |
$16.2K - $18K
|
28K
$742K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14+ 9.93% |
$353 - $391
|
155
$4.11K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-159K- 76.17% |
$4.01M - $4.44M
|
49.8K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.09K+ 21.92% |
$77.9K - $86.3K
|
17.2K
$455K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.24K+ 3.33% |
$183K - $202K
|
225K
$5.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
20.3K+ 11.69% |
$513K - $568K
|
194K
$5.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
182K+ 26.42% |
$4.59M - $5.08M
|
871K
$23.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.41K+ 74.01% |
$137K - $151K
|
12.7K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
27.7K+ 4.96% |
$700K - $775K
|
586K
$15.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.38% |
$984 - $1.09K
|
10.3K
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
4.14K+ 1.2% |
$104K - $116K
|
348K
$9.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.33K+ 12.14% |
$185K - $205K
|
67.7K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$189K - $210K
|
7.5K
$199K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.9K+ 1.15% |
$73.1K - $80.9K
|
255K
$6.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 0.62% |
$555 - $615
|
3.55K
$94K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
16.6K+ 1.41% |
$418K - $463K
|
1.2M
$31.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-157K- 8.01% |
$3.95M - $4.38M
|
1.8M
$47.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.37K+ 6.1% |
$110K - $122K
|
76K
$2.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
30.3K+ 46.74% |
$764K - $846K
|
95.1K
$2.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
69.6K+ 9.71% |
$1.76M - $1.94M
|
787K
$20.9M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.6K- 66.12% |
$1.12M - $1.19M
|
22.3K
$592K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.76K+ 18.62% |
$122K - $130K
|
30.3K
$804K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-19- 1.22% |
$488 - $519
|
1.54K
$40.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
104+ 41.43% |
$2.67K - $2.84K
|
355
$9.41K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.7KNew |
$1.66M - $1.77M
|
64.7K
$1.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
867New |
$22.2K - $23.7K
|
867
$23K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617+ 256.02% |
$15.8K - $16.9K
|
858
$22.8K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.43K+ 1.2% |
$88.1K - $93.8K
|
290K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
168New |
$4.31K - $4.59K
|
168
$4.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.39KNew |
$35.5K - $37.9K
|
1.39K
$36.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
232KNew |
$5.95M - $6.34M
|
232K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
677+ 12.54% |
$17.4K - $18.5K
|
6.07K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
144+ 0.51% |
$3.7K - $3.94K
|
28.5K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41- 0.32% |
$1.05K - $1.12K
|
12.9K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63K- 0.72% |
$41.8K - $44.6K
|
226K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
28.7K+ 18.84% |
$735K - $783K
|
181K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.77K+ 2.89% |
$225K - $240K
|
313K
$8.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
839+ 6.71% |
$21.5K - $22.9K
|
13.3K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
170K+ 9.55% |
$4.36M - $4.64M
|
1.95M
$51.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.15% |
$821 - $875
|
20.8K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.4K+ 25.32% |
$1.4M - $1.49M
|
269K
$7.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.02% |
$128 - $137
|
24.6K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.35M+ 933.3% |
$34.7M - $37M
|
1.5M
$39.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
12.8K+ 50.1% |
$329K - $351K
|
38.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
512New |
$13.1K - $14K
|
512
$13.6K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9.12K+ 1.67% |
$234K - $249K
|
555K
$14.7M
|
|