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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.2K+ 22.57% |
$608K - $674K
|
131K
$3.89M
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
168+ 0.21% |
$4.22K - $4.68K
|
80.6K
$2.38M
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-486K- 64.11% |
$12.2M - $13.5M
|
272K
$8.04M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.08K- 0.54% |
$27.2K - $30.2K
|
198K
$5.86M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.9K+ 4.28% |
$2.33M - $2.59M
|
2.26M
$66.9M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
32.8KNew |
$822K - $912K
|
32.8K
$968K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.14K- 1.09% |
$104K - $115K
|
375K
$11.1M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 16.38% |
$55.8K - $61.9K
|
15.8K
$467K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.53K- 51.67% |
$214K - $238K
|
7.98K
$236K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.97K+ 17.16% |
$74.5K - $82.6K
|
20.3K
$599K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.8K+ 26.0% |
$1.1M - $1.22M
|
212K
$6.27M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46.7K+ 15.59% |
$1.17M - $1.3M
|
346K
$10.2M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.28% |
$75.3 - $83.6
|
1.08K
$31.8K
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
102K+ 589.97% |
$2.56M - $2.84M
|
119K
$3.53M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.97K+ 81.62% |
$250K - $278K
|
22.2K
$655K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.47K+ 6.13% |
$238K - $264K
|
164K
$4.85M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
20K+ 35.78% |
$503K - $558K
|
76.1K
$2.25M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.25KNew |
$31.3K - $34.7K
|
1.25K
$36.8K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-11.9K- 99.83% |
$298K - $331K
|
20
$591
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.48M+ 35.39% |
$138M - $153M
|
21M
$619M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.7K+ 186.11% |
$496K - $550K
|
30.4K
$897K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.14KNew |
$104K - $115K
|
4.14K
$122K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
680K+ 951.57% |
$17.1M - $18.9M
|
751K
$22.2M
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.23K+ 2.35% |
$30.9K - $34.3K
|
53.6K
$1.58M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-9.66K- 53.01% |
$242K - $269K
|
8.56K
$253K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.05% |
$126 - $139
|
9.15K
$270K
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
7.78K+ 16.3% |
$195K - $217K
|
55.5K
$1.64M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.43K+ 1.76% |
$36K - $39.9K
|
83K
$2.45M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.33KNew |
$83.6K - $92.7K
|
3.33K
$98.4K
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
17K+ 4.17% |
$426K - $473K
|
424K
$12.5M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-20.5K- 3.52% |
$515K - $572K
|
563K
$16.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 5.84% |
$366K - $407K
|
265K
$7.82M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.23K+ 1.15% |
$30.8K - $34.2K
|
108K
$3.2M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.42K+ 11.66% |
$136K - $151K
|
52K
$1.54M
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
30+ 0.29% |
$753 - $836
|
10.4K
$306K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
973+ 1801.85% |
$24.4K - $27.1K
|
1.03K
$30.3K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.63K- 6.52% |
$91K - $101K
|
52K
$1.54M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.32K+ 8.5% |
$209K - $232K
|
106K
$3.14M
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-3.51K- 11.02% |
$88.2K - $97.8K
|
28.4K
$838K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-22.3K- 40.15% |
$560K - $621K
|
33.2K
$983K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 11.47% |
$628 - $696
|
243
$7.18K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7+ 0.21% |
$176 - $195
|
3.28K
$96.9K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.82K+ 9.25% |
$171K - $190K
|
80.6K
$2.38M
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3+ 0.29% |
$75.3 - $83.6
|
1.03K
$30.3K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$301 - $334
|
12
$355
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-328K- 28.39% |
$8.24M - $9.15M
|
829K
$24.5M
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.79K+ 0.88% |
$45K - $49.9K
|
205K
$6.04M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-212K- 3.41% |
$5.33M - $5.91M
|
6.01M
$178M
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
15.4K+ 29.39% |
$387K - $430K
|
67.9K
$2.01M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.76K- 17.54% |
$94.5K - $105K
|
17.7K
$523K
|