Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DIHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DIHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
102K+ 589.97% |
$2.56M - $2.84M
|
119K
$3.53M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
96.3K+ 26.31% |
$2.42M - $2.68M
|
462K
$13.7M
|
|
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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90.3K+ 4.18% |
$2.27M - $2.51M
|
2.25M
$66.5M
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
76.1K+ 4.03% |
$1.91M - $2.12M
|
1.97M
$58.1M
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
75.7K+ 30.53% |
$1.9M - $2.11M
|
324K
$9.57M
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
75.3K+ 288.51% |
$1.89M - $2.1M
|
101K
$3M
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
59.2K+ 33.52% |
$1.49M - $1.65M
|
236K
$6.97M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.5K+ 130.52% |
$1.42M - $1.57M
|
99.8K
$2.95M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
56.3K+ 16.23% |
$1.41M - $1.57M
|
403K
$11.9M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
53.7K+ 364.67% |
$1.35M - $1.5M
|
68.5K
$2.02M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.6K+ 80.76% |
$1.34M - $1.49M
|
120K
$3.54M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
52.4KNew |
$1.32M - $1.46M
|
52.4K
$1.55M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
47.6K+ 120.03% |
$1.2M - $1.33M
|
87.3K
$2.58M
|
|
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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.8K+ 26.0% |
$1.1M - $1.22M
|
212K
$6.27M
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
32.9K+ 11.4% |
$826K - $916K
|
321K
$9.5M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
32.8KNew |
$822K - $912K
|
32.8K
$968K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5KNew |
$765K - $849K
|
30.5K
$900K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.2KNew |
$734K - $814K
|
29.2K
$864K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.6KNew |
$617K - $685K
|
24.6K
$726K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.5K+ 67.35% |
$615K - $682K
|
60.9K
$1.8M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.2K+ 22.57% |
$608K - $674K
|
131K
$3.89M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
23K+ 54.25% |
$577K - $640K
|
65.4K
$1.93M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.3K+ 7.21% |
$535K - $594K
|
317K
$9.37M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
20K+ 35.78% |
$503K - $558K
|
76.1K
$2.25M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.7K+ 186.11% |
$496K - $550K
|
30.4K
$897K
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.9K+ 16.87% |
$475K - $527K
|
131K
$3.88M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18KNew |
$451K - $500K
|
18K
$531K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.6K+ 25.68% |
$441K - $489K
|
85.9K
$2.54M
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
17.3K+ 1.04% |
$435K - $483K
|
1.68M
$49.7M
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
16K+ 74.22% |
$403K - $447K
|
37.7K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
15.9K+ 4.16% |
$400K - $444K
|
399K
$11.8M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 5.84% |
$366K - $407K
|
265K
$7.82M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.1K+ 53.49% |
$355K - $394K
|
40.6K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$299K - $331K
|
11.9K
$351K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
11.2K+ 41.14% |
$282K - $313K
|
38.5K
$1.14M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.9K+ 93.03% |
$273K - $303K
|
22.6K
$667K
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8K+ 17.14% |
$271K - $301K
|
73.8K
$2.18M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.97K+ 81.62% |
$250K - $278K
|
22.2K
$655K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.96KNew |
$250K - $277K
|
9.96K
$294K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 10.34% |
$244K - $270K
|
104K
$3.06M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.47K+ 6.13% |
$238K - $264K
|
164K
$4.85M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.32K+ 9.58% |
$234K - $260K
|
107K
$3.15M
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
8.97K+ 2.45% |
$225K - $250K
|
375K
$11.1M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.32K+ 8.5% |
$209K - $232K
|
106K
$3.14M
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
7.78K+ 16.3% |
$195K - $217K
|
55.5K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.75K+ 54.35% |
$195K - $216K
|
22K
$650K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
7.5KNew |
$188K - $209K
|
7.5K
$222K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.39K+ 8.52% |
$185K - $206K
|
94.1K
$2.78M
|