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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-917- 2.91% |
$23K - $25.5K
|
30.6K
$905K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.6K+ 25.68% |
$441K - $489K
|
85.9K
$2.54M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.9K+ 16.87% |
$475K - $527K
|
131K
$3.88M
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23+ 0.25% |
$577 - $641
|
9.15K
$270K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.39M+ 93.9% |
$34.8M - $38.7M
|
2.87M
$84.7M
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
76.1K+ 4.03% |
$1.91M - $2.12M
|
1.97M
$58.1M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.49K- 3.34% |
$37.4K - $41.5K
|
43.1K
$1.27M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.13K+ 20.79% |
$53.5K - $59.4K
|
12.4K
$366K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
122K+ 1.92% |
$3.05M - $3.39M
|
6.46M
$191M
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-17.7K- 6.78% |
$443K - $492K
|
243K
$7.17M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
52.4KNew |
$1.32M - $1.46M
|
52.4K
$1.55M
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
75.3K+ 288.51% |
$1.89M - $2.1M
|
101K
$3M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.16K+ 2.02% |
$79.4K - $88.1K
|
160K
$4.72M
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
32.1K+ 24.92% |
$807K - $895K
|
161K
$4.76M
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
24+ 0.29% |
$602 - $668
|
8.18K
$242K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-893- 7.78% |
$22.4K - $24.9K
|
10.6K
$313K
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
7.61K+ 3.6% |
$191K - $212K
|
219K
$6.47M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 8.92% |
$71.5K - $79.3K
|
34.8K
$1.03M
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
586KNew |
$14.7M - $16.3M
|
586K
$17.3M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.1K+ 53.49% |
$355K - $394K
|
40.6K
$1.2M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5KNew |
$765K - $849K
|
30.5K
$900K
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-436- 5.02% |
$10.9K - $12.1K
|
8.26K
$244K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
47.6K+ 120.03% |
$1.2M - $1.33M
|
87.3K
$2.58M
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
16K+ 74.22% |
$403K - $447K
|
37.7K
$1.11M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.66K- 13.62% |
$41.6K - $46.1K
|
10.5K
$310K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-577- 2.25% |
$14.5K - $16.1K
|
25.1K
$742K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
537KNew |
$13.5M - $15M
|
537K
$15.9M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-99- 4.21% |
$2.48K - $2.76K
|
2.25K
$66.5K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$357K - $397K
|
14.2K
$421K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.9K- 44.08% |
$1.81M - $1.98M
|
91.2K
$2.7M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
698+ 180.83% |
$17.6K - $19.2K
|
1.08K
$32K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-195- 1.52% |
$4.9K - $5.38K
|
12.7K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
67New |
$1.69K - $1.85K
|
67
$1.98K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27.9KNew |
$702K - $769K
|
27.9K
$824K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.05KNew |
$76.8K - $84.2K
|
3.05K
$90.2K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.45KNew |
$36.5K - $40K
|
1.45K
$42.8K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
49.7K+ 1.6% |
$1.25M - $1.37M
|
3.17M
$93.5M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.9KNew |
$727K - $797K
|
28.9K
$854K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-784- 1.22% |
$19.7K - $21.6K
|
63.6K
$1.88M
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-162K- 97.76% |
$4.08M - $4.47M
|
3.72K
$110K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
16.5K+ 0.42% |
$414K - $454K
|
3.91M
$116M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
258+ 0.17% |
$6.49K - $7.11K
|
154K
$4.55M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.31KNew |
$32.9K - $36.1K
|
1.31K
$38.7K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.46K+ 589.7% |
$112K - $123K
|
5.22K
$154K
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.2KNew |
$559K - $612K
|
22.2K
$656K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.2K- 10.29% |
$30.1K - $32.9K
|
10.4K
$308K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 2.82% |
$931 - $1.02K
|
1.27K
$37.6K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$204K - $224K
|
8.12K
$240K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
361New |
$9.08K - $9.95K
|
361
$10.7K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$3.24K - $3.56K
|
129
$3.81K
|