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 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-8.89K- 3.96% |
$223K - $247K
|
215K
$6.36M
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
17.3K+ 1.04% |
$435K - $483K
|
1.68M
$49.7M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$803 - $891
|
32
$946
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 11.26% |
$28.8K - $32K
|
9.05K
$268K
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
32.9K+ 11.4% |
$826K - $916K
|
321K
$9.5M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.25K- 21.04% |
$81.5K - $90.5K
|
12.2K
$360K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9K- 26.94% |
$226K - $251K
|
24.4K
$721K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.6KNew |
$617K - $685K
|
24.6K
$726K
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.69K+ 57.17% |
$118K - $131K
|
12.9K
$381K
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-173- 0.39% |
$4.34K - $4.82K
|
44.5K
$1.32M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.09KNew |
$27.3K - $30.3K
|
1.09K
$32.2K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.93K+ 22.54% |
$149K - $165K
|
32.2K
$953K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.36% |
$100 - $111
|
1.12K
$33.2K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-180- 1.33% |
$4.52K - $5.01K
|
13.3K
$394K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.6K+ 98.42% |
$140K - $156K
|
11.3K
$333K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
675+ 2.72% |
$16.9K - $18.8K
|
25.5K
$755K
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
75.7K+ 30.53% |
$1.9M - $2.11M
|
324K
$9.57M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
23K+ 54.25% |
$577K - $640K
|
65.4K
$1.93M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
96.3K+ 26.31% |
$2.42M - $2.68M
|
462K
$13.7M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-9- 0.03% |
$226 - $251
|
31.9K
$943K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32M- 5.5% |
$33.1M - $36.7M
|
22.6M
$668M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.35K- 5.41% |
$33.9K - $37.6K
|
23.6K
$698K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-310- 5.68% |
$7.78K - $8.63K
|
5.14K
$152K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.5K+ 67.35% |
$615K - $682K
|
60.9K
$1.8M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-868- 9.57% |
$21.8K - $24.2K
|
8.2K
$242K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-12.8K- 9.0% |
$322K - $358K
|
130K
$3.84M
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.5K+ 22.44% |
$740K - $821K
|
161K
$4.75M
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.39K+ 34.82% |
$135K - $150K
|
20.9K
$616K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
240+ 0.04% |
$6.02K - $6.68K
|
668K
$19.7M
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-40- 0.5% |
$1K - $1.11K
|
7.98K
$236K
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.73K+ 2.92% |
$194K - $215K
|
273K
$8.06M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.96KNew |
$250K - $277K
|
9.96K
$294K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$188K - $209K
|
7.5K
$222K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.51K- 9.06% |
$62.9K - $69.8K
|
25.2K
$744K
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.97K+ 2.45% |
$225K - $250K
|
375K
$11.1M
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
6.14K+ 4.28% |
$154K - $171K
|
150K
$4.42M
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.7K+ 13.02% |
$820K - $910K
|
284K
$8.39M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.74K+ 9.45% |
$169K - $188K
|
78.1K
$2.31M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-7.22K- 42.63% |
$181K - $201K
|
9.72K
$287K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.93KNew |
$149K - $165K
|
5.93K
$175K
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
59.2K+ 33.52% |
$1.49M - $1.65M
|
236K
$6.97M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.95M+ 1084.11% |
$99.3M - $110M
|
4.32M
$128M
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8K+ 17.14% |
$271K - $301K
|
73.8K
$2.18M
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.72K- 1.17% |
$43.2K - $48K
|
146K
$4.31M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.27K- 4.7% |
$57K - $63.2K
|
46K
$1.36M
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.64K+ 10.69% |
$116K - $129K
|
48K
$1.42M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$115K - $128K
|
4.59K
$135K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30+ 0.05% |
$753 - $836
|
59.2K
$1.75M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.32K+ 9.58% |
$234K - $260K
|
107K
$3.15M
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23+ 0.25% |
$577 - $641
|
9.15K
$270K
|