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 282 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
25,252,358
shares
|
$736 Million
0.23% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
24,353,247
shares
|
$710 Million
1.53% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
23,936,337
shares
|
$698 Million
4.6% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,458,111
shares
|
$188 Million
11.85% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,996,961
shares
|
$175 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,384,277
shares
|
$128 Million
0.99% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,912,589
shares
|
$114 Million
7.18% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,165,787
shares
|
$92.3 Million
3.48% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,888,479
shares
|
$84.2 Million
5.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,352,865
shares
|
$68.6 Million
0.03% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,264,476
shares
|
$66 Million
0.09% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,224,139
shares
|
$64.9 Million
0.93% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,134,609
shares
|
$62.2 Million
7.86% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,098,783
shares
|
$61.2 Million
0.61% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,951,156
shares
|
$56.9 Million
8.92% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
1,683,254
shares
|
$49.1 Million
10.15% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,482,073
shares
|
$43.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,245,030
shares
|
$36.3 Million
0.46% of portfolio
|
Q2 2025
Added 65.71%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,230,922
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,213,688
shares
|
$35.4 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,144,646
shares
|
$33.4 Million
5.05% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,027,563
shares
|
$30 Million
0.28% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
995,438
shares
|
$29 Million
2.2% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
930,719
shares
|
$27.1 Million
0.78% of portfolio
|
Q2 2025
Added 31.48%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
855,214
shares
|
$24.9 Million
0.41% of portfolio
|
Q2 2025
Added 112.11%
|