Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP) during Q4 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
7M+ 82.58% |
$176M - $193M
|
15.5M
$407M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
607K+ 69.73% |
$15.3M - $16.7M
|
1.48M
$38.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
288K+ 4.77% |
$7.25M - $7.95M
|
6.34M
$167M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
275KNew |
$6.91M - $7.58M
|
275K
$7.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
207K+ 11.49% |
$5.21M - $5.71M
|
2.01M
$52.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
161KNew |
$4.05M - $4.44M
|
161K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
157KNew |
$3.94M - $4.32M
|
157K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127K+ 21.49% |
$3.19M - $3.5M
|
718K
$18.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.9KNew |
$2.26M - $2.48M
|
89.9K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
88.7K+ 11.28% |
$2.23M - $2.45M
|
875K
$23M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71.3KNew |
$1.79M - $1.97M
|
71.3K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
61.2K+ 27.23% |
$1.54M - $1.69M
|
286K
$7.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
50.4K+ 8.59% |
$1.27M - $1.39M
|
637K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
43.4K+ 3.63% |
$1.09M - $1.2M
|
1.24M
$32.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
43.3K+ 2.34% |
$1.09M - $1.19M
|
1.89M
$49.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
43K+ 11.97% |
$1.08M - $1.18M
|
402K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
33.9K+ 35.63% |
$853K - $935K
|
129K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29.8K+ 99.85% |
$749K - $821K
|
59.6K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
28.4K+ 4.44% |
$714K - $782K
|
668K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18.1K+ 131.14% |
$455K - $499K
|
31.9K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 7.09% |
$442K - $484K
|
265K
$6.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.2K+ 4.93% |
$432K - $474K
|
366K
$9.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.4K+ 164.49% |
$411K - $451K
|
26.3K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
13.2K+ 9.79% |
$331K - $363K
|
148K
$3.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8KNew |
$296K - $325K
|
11.8K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.8K+ 22.97% |
$296K - $324K
|
63K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7KNew |
$294K - $322K
|
11.7K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.5K+ 5.93% |
$289K - $317K
|
206K
$5.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.4K+ 15.33% |
$261K - $286K
|
78.1K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.98K+ 3.92% |
$251K - $275K
|
265K
$6.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.11K+ 3.76% |
$229K - $251K
|
251K
$6.6M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.69KNew |
$219K - $240K
|
8.69K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.21KNew |
$206K - $226K
|
8.21K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$204K - $224K
|
8.12K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.24K+ 7.26% |
$182K - $200K
|
107K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.11K+ 1.41% |
$179K - $196K
|
511K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.39K+ 15.91% |
$161K - $176K
|
46.5K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.67K+ 3.11% |
$117K - $129K
|
155K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 0.66% |
$90.4K - $99.1K
|
545K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.14K+ 4.52% |
$28.8K - $31.5K
|
26.4K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
741+ 2.41% |
$18.6K - $20.4K
|
31.5K
$829K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
391+ 3.1% |
$9.83K - $10.8K
|
13K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
361New |
$9.08K - $9.95K
|
361
$9.49K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
184New |
$4.63K - $5.07K
|
184
$4.84K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
180New |
$4.53K - $4.96K
|
180
$4.73K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$3.24K - $3.56K
|
129
$3.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
111+ 0.47% |
$2.79K - $3.06K
|
23.9K
$627K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
69+ 0.4% |
$1.74K - $1.9K
|
17.2K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.55% |
$1.66K - $1.82K
|
12.2K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
55+ 0.09% |
$1.38K - $1.52K
|
59.2K
$1.55M
|