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 227 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
583,279
shares
|
$15.5 Million
0.95% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
544,770
shares
|
$14.5 Million
4.89% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
511,481
shares
|
$13.6 Million
2.37% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
488,006
shares
|
$12.9 Million
4.33% of portfolio
|
Q3 2022
Added 508.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
487,682
shares
|
$12.9 Million
0.98% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
448,238
shares
|
$11.9 Million
4.85% of portfolio
|
Q3 2024
Reduced 19.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
442,419
shares
|
$11.7 Million
0.08% of portfolio
|
Q3 2024
Added 52.8%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
407,495
shares
|
$10.8 Million
4.58% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
401,906
shares
|
$10.7 Million
5.74% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
379,522
shares
|
$10.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
370,476
shares
|
$9.83 Million
5.4% of portfolio
|
Q3 2024
Added 139.14%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
365,610
shares
|
$9.7 Million
4.45% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
364,769
shares
|
$9.68 Million
0.08% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
346,903
shares
|
$9.2 Million
0.33% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
341,981
shares
|
$9.07 Million
5.02% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
317,440
shares
|
$8.42 Million
0.16% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
307,914
shares
|
$8.17 Million
0.0% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
303,137
shares
|
$8.04 Million
3.55% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
299,576
shares
|
$7.95 Million
0.28% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
294,798
shares
|
$7.82 Million
0.1% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
285,858
shares
|
$7.58 Million
3.43% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
274,810
shares
|
$7.29 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
270,002
shares
|
$7.16 Million
3.75% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
267,368
shares
|
$7.09 Million
1.16% of portfolio
|
Q3 2024
Added 47.92%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
265,728
shares
|
$7.05 Million
1.29% of portfolio
|
Q3 2024
Reduced 41.68%
|