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
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
221KNew |
$5.57M - $6.17M
|
221K
$5.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
659New |
$16.6K - $18.4K
|
659
$16.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.4KNew |
$288K - $319K
|
11.4K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.69K+ 5.82% |
$93.1K - $103K
|
67.1K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-334- 3.36% |
$8.43K - $9.33K
|
9.6K
$242K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
908+ 2.85% |
$22.9K - $25.4K
|
32.8K
$826K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
643+ 2.35% |
$16.2K - $18K
|
28K
$705K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14+ 9.93% |
$353 - $391
|
155
$3.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
20.3K+ 11.69% |
$513K - $568K
|
194K
$4.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.24K+ 3.33% |
$183K - $202K
|
225K
$5.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-159K- 76.17% |
$4.01M - $4.44M
|
49.8K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
182K+ 26.42% |
$4.59M - $5.08M
|
871K
$21.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.09K+ 21.92% |
$77.9K - $86.3K
|
17.2K
$432K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.41K+ 74.01% |
$137K - $151K
|
12.7K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
27.7K+ 4.96% |
$700K - $775K
|
586K
$14.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.38% |
$984 - $1.09K
|
10.3K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
4.14K+ 1.2% |
$104K - $116K
|
348K
$8.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$189K - $210K
|
7.5K
$189K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.33K+ 12.14% |
$185K - $205K
|
67.7K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.9K+ 1.15% |
$73.1K - $80.9K
|
255K
$6.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 0.62% |
$555 - $615
|
3.55K
$89.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
16.6K+ 1.41% |
$418K - $463K
|
1.2M
$30.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-157K- 8.01% |
$3.95M - $4.38M
|
1.8M
$45.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.37K+ 6.1% |
$110K - $122K
|
76K
$1.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
69.6K+ 9.71% |
$1.76M - $1.94M
|
787K
$19.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
30.3K+ 46.74% |
$764K - $846K
|
95.1K
$2.4M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
36.3K+ 2.64% |
$931K - $992K
|
1.41M
$35.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617+ 256.02% |
$15.8K - $16.9K
|
858
$21.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
512New |
$13.1K - $14K
|
512
$12.9K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
168New |
$4.31K - $4.59K
|
168
$4.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41- 0.32% |
$1.05K - $1.12K
|
12.9K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-124- 1.2% |
$3.18K - $3.39K
|
10.2K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 29.36% |
$382K - $408K
|
35.9K
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-67- 55.37% |
$1.72K - $1.83K
|
54
$1.36K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
327K+ 18.46% |
$8.39M - $8.94M
|
2.1M
$52.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
93New |
$2.39K - $2.54K
|
93
$2.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.14K- 77.28% |
$106K - $113K
|
1.22K
$30.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.85KNew |
$47.6K - $50.7K
|
1.85K
$46.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$27K - $28.8K
|
1.05K
$26.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-339- 4.8% |
$8.7K - $9.27K
|
6.72K
$169K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
59+ 0.3% |
$1.51K - $1.61K
|
20K
$504K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
5.04KNew |
$129K - $138K
|
5.04K
$127K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
633New |
$16.2K - $17.3K
|
633
$15.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 12.19% |
$40.5K - $43.2K
|
11.4K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
33.1KNew |
$849K - $904K
|
33.1K
$833K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-454- 4.56% |
$11.6K - $12.4K
|
9.5K
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
8.93K+ 2.68% |
$229K - $244K
|
342K
$8.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.54KNew |
$116K - $124K
|
4.54K
$114K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-302- 35.45% |
$7.75K - $8.26K
|
550
$13.8K
|
|