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 218 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,436,808
shares
|
$590 Million
0.21% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
22,146,739
shares
|
$583 Million
1.34% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,481,517
shares
|
$407 Million
3.18% of portfolio
|
Q4 2024
Added 82.58%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,336,492
shares
|
$167 Million
10.75% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,009,122
shares
|
$158 Million
3.18% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
3,896,138
shares
|
$103 Million
7.7% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,116,048
shares
|
$82 Million
3.66% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,098,783
shares
|
$55.2 Million
0.61% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,053,856
shares
|
$54 Million
0.03% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,012,497
shares
|
$52.9 Million
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,007,885
shares
|
$52.8 Million
8.04% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,889,957
shares
|
$49.7 Million
8.35% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,665,927
shares
|
$43.8 Million
9.63% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,489,037
shares
|
$39.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,477,931
shares
|
$38.9 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
|
$33.7 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
|
$33 Million
0.8% of portfolio
|
Q3 2024
Added 49.42%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,238,738
shares
|
$32.6 Million
1.24% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,157,040
shares
|
$30.4 Million
3.04% of portfolio
|
Q4 2024
Reduced 41.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,068,762
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.65%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
875,436
shares
|
$23 Million
0.23% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
717,758
shares
|
$18.9 Million
1.6% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
688,267
shares
|
$18.1 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
668,103
shares
|
$17.6 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
|
$16.7 Million
5.34% of portfolio
|
Q4 2024
Added 8.59%
|