Latest Institutional Sells of Dimensional ETF Tr Dimensional (DIHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DIHP) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-812K- 41.24% |
$20.4M - $22.4M
|
1.16M
$29.5M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-263K- 35.05% |
$6.62M - $7.26M
|
488K
$12.4M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-10.3K- 13.54% |
$259K - $283K
|
65.7K
$1.67M
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-9.31K- 0.72% |
$234K - $257K
|
1.28M
$32.6M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.28K- 59.48% |
$57.2K - $62.7K
|
1.55K
$39.5K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.15K- 4.6% |
$54.1K - $59.3K
|
44.6K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.06K- 1.07% |
$26.5K - $29.1K
|
97.9K
$2.49M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-429K- 28.65% |
$10.8M - $12M
|
1.07M
$27.2M
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-251K- 86.56% |
$6.34M - $7.03M
|
39K
$995K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-190K- 41.68% |
$4.79M - $5.31M
|
266K
$6.77M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-159K- 76.17% |
$4.01M - $4.44M
|
49.8K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-107K- 19.25% |
$2.7M - $2.99M
|
448K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-84.1K- 36.25% |
$2.12M - $2.35M
|
148K
$3.77M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-81K- 35.84% |
$2.04M - $2.26M
|
145K
$3.7M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 4.16% |
$753K - $834K
|
688K
$17.5M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.3K- 12.36% |
$513K - $568K
|
144K
$3.67M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-13K- 8.42% |
$328K - $363K
|
141K
$3.6M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.6K- 3.91% |
$141K - $157K
|
138K
$3.51M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.42K- 15.39% |
$137K - $152K
|
29.8K
$760K
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.05K- 16.79% |
$127K - $141K
|
25K
$638K
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.72K- 7.51% |
$93.7K - $104K
|
45.7K
$1.17M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.43K- 6.35% |
$86.4K - $95.7K
|
50.5K
$1.29M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-2.16K- 1.39% |
$54.6K - $60.5K
|
154K
$3.92M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.99K- 15.75% |
$50.1K - $55.5K
|
10.6K
$271K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 3.05% |
$26.1K - $28.9K
|
32.9K
$839K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 2.75% |
$25.2K - $27.9K
|
35.3K
$900K
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-966- 3.04% |
$24.4K - $27K
|
30.8K
$785K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-803- 2.98% |
$20.3K - $22.4K
|
26.1K
$666K
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-800- 9.88% |
$20.2K - $22.4K
|
7.3K
$186K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-520- 0.52% |
$13.1K - $14.5K
|
100K
$2.55M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-428- 7.05% |
$10.8K - $12K
|
5.65K
$144K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-393- 2.83% |
$9.92K - $11K
|
13.5K
$345K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-367- 3.86% |
$9.26K - $10.3K
|
9.14K
$233K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-334- 3.36% |
$8.43K - $9.33K
|
9.6K
$245K
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-224- 0.65% |
$5.65K - $6.26K
|
34.2K
$872K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62- 40.0% |
$1.56K - $1.73K
|
93
$2.37K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.11% |
$681 - $754
|
840
$21.4K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 0.62% |
$555 - $615
|
3.55K
$90.4K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-19- 0.22% |
$479 - $531
|
8.54K
$218K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5- 0.32% |
$126 - $140
|
1.54K
$39.2K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 29.36% |
$382K - $408K
|
35.9K
$914K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.14K- 77.28% |
$106K - $113K
|
1.22K
$31K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 12.19% |
$40.5K - $43.2K
|
11.4K
$290K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-454- 4.56% |
$11.6K - $12.4K
|
9.5K
$242K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-339- 4.8% |
$8.7K - $9.27K
|
6.72K
$171K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-302- 35.45% |
$7.75K - $8.26K
|
550
$14K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-124- 1.2% |
$3.18K - $3.39K
|
10.2K
$260K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-67- 55.37% |
$1.72K - $1.83K
|
54
$1.38K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41- 0.32% |
$1.05K - $1.12K
|
12.9K
$328K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 72.17% |
$604K - $657K
|
9.4K
$240K
|