Institutional Ownership Dimensional ETF Tr Dimensional (DIHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DIHP). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $3.43 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
23,922,267
shares
|
$652 Million
0.2% of portfolio
|
Q4 2024
Added 6.62%
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
22,293,587
shares
|
$608 Million
1.39% of portfolio
|
Q4 2024
Added 0.66%
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,481,517
shares
|
$422 Million
3.18% of portfolio
|
Q4 2024
Added 82.58%
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,336,492
shares
|
$173 Million
10.75% of portfolio
|
Q4 2024
Added 4.77%
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
6,116,175
shares
|
$167 Million
3.11% of portfolio
|
Q4 2024
Added 1.78%
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,912,589
shares
|
$107 Million
7.18% of portfolio
|
Q4 2024
Added 0.42%
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,165,787
shares
|
$86.3 Million
3.48% of portfolio
|
Q4 2024
Added 1.6%
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,171,536
shares
|
$59.2 Million
0.08% of portfolio
|
Q4 2024
Added 7.9%
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,160,372
shares
|
$58.9 Million
0.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,098,783
shares
|
$57.2 Million
0.61% of portfolio
|
Q2 2024
Added 18.46%
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,007,885
shares
|
$54.7 Million
8.04% of portfolio
|
Q4 2024
Added 11.49%
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,889,957
shares
|
$51.5 Million
8.35% of portfolio
|
Q4 2024
Added 2.34%
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,665,927
shares
|
$45.4 Million
9.63% of portfolio
|
Q4 2024
Added 0.23%
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,576,507
shares
|
$43 Million
0.01% of portfolio
|
Q4 2024
Added 47.51%
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,504,922
shares
|
$41 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,477,931
shares
|
$40.3 Million
2.6% of portfolio
|
Q4 2024
Added 69.73%
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
1,280,120
shares
|
$34.9 Million
5.79% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,254,774
shares
|
$34.2 Million
0.8% of portfolio
|
Q3 2024
Added 49.42%
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,238,738
shares
|
$33.8 Million
1.24% of portfolio
|
Q4 2024
Added 3.63%
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,157,040
shares
|
$31.5 Million
3.04% of portfolio
|
Q4 2024
Reduced 41.24%
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
875,436
shares
|
$23.9 Million
0.23% of portfolio
|
Q4 2024
Added 11.28%
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
717,758
shares
|
$19.6 Million
1.6% of portfolio
|
Q4 2024
Added 21.49%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
668,103
shares
|
$18.2 Million
2.73% of portfolio
|
Q4 2024
Added 4.44%
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
636,548
shares
|
$17.3 Million
5.34% of portfolio
|
Q4 2024
Added 8.59%
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
621,474
shares
|
$16.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.7%
|