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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.79K+ 13.43% |
$45.2K - $50.1K
|
15.1K
$407K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.59K+ 11.94% |
$40.1K - $44.4K
|
14.9K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51K+ 6.78% |
$38.2K - $42.3K
|
23.8K
$640K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 3.48% |
$33.8K - $37.4K
|
39.8K
$1.07M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.1K+ 0.67% |
$27.8K - $30.8K
|
166K
$4.46M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 1007.34% |
$27.7K - $30.7K
|
1.21K
$32.4K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
908+ 2.85% |
$22.9K - $25.4K
|
32.8K
$881K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
891New |
$22.5K - $24.9K
|
891
$23.9K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
887+ 1.84% |
$22.4K - $24.8K
|
49K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
666+ 2.34% |
$16.8K - $18.6K
|
29.2K
$783K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
659New |
$16.6K - $18.4K
|
659
$17.7K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
557+ 4.18% |
$14.1K - $15.6K
|
13.9K
$373K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
424+ 2.77% |
$10.7K - $11.8K
|
15.7K
$422K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
401+ 1.63% |
$10.1K - $11.2K
|
25K
$671K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
355+ 0.91% |
$8.96K - $9.92K
|
39.3K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
147+ 1.57% |
$3.71K - $4.11K
|
9.51K
$256K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.38% |
$984 - $1.09K
|
10.3K
$276K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31New |
$782 - $866
|
31
$833
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
31+ 8.73% |
$782 - $866
|
386
$10.4K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
26+ 0.29% |
$656 - $726
|
9.11K
$245K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 0.75% |
$606 - $671
|
3.22K
$86.4K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14+ 9.93% |
$353 - $391
|
155
$4.16K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.06% |
$303 - $335
|
20.8K
$558K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
327K+ 18.46% |
$8.39M - $8.94M
|
2.1M
$56.4M
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
33.1KNew |
$849K - $904K
|
33.1K
$888K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
8.93K+ 2.68% |
$229K - $244K
|
342K
$9.19M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
5.04KNew |
$129K - $138K
|
5.04K
$135K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.54KNew |
$116K - $124K
|
4.54K
$122K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.85KNew |
$47.6K - $50.7K
|
1.85K
$49.8K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$27K - $28.8K
|
1.05K
$28.3K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
633New |
$16.2K - $17.3K
|
633
$17K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617+ 256.02% |
$15.8K - $16.9K
|
858
$23K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
512New |
$13.1K - $14K
|
512
$13.8K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
168New |
$4.31K - $4.59K
|
168
$4.51K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
93New |
$2.39K - $2.54K
|
93
$2.5K
|
|
Q1 2024 | |||||||
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
561KNew |
$13.9M - $15.1M
|
561K
$15.1M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.1KNew |
$1.39M - $1.51M
|
56.1K
$1.51M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.54KNew |
$112K - $122K
|
4.54K
$122K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 18.66% |
$36.4K - $39.7K
|
9.36K
$251K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.27K+ 66.89% |
$31.5K - $34.3K
|
3.17K
$85.2K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
943+ 2.31% |
$23.4K - $25.4K
|
41.8K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
535New |
$13.3K - $14.4K
|
535
$14.4K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
499New |
$12.4K - $13.5K
|
499
$13.4K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
43+ 1.6% |
$1.07K - $1.16K
|
2.73K
$73.2K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$24.8 - $27
|
1
$26.9
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
43.9KNew |
$979K - $1.13M
|
43.9K
$1.18M
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.2KNew |
$249K - $287K
|
11.2K
$300K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.82KNew |
$197K - $227K
|
8.82K
$237K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
226New |
$5.04K - $5.82K
|
226
$6.07K
|