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 248 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
621,474
shares
|
$16.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
585,894
shares
|
$15.8 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
583,279
shares
|
$15.7 Million
0.95% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
537,413
shares
|
$14.5 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
533,042
shares
|
$14.4 Million
5.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
488,006
shares
|
$13.1 Million
4.33% of portfolio
|
Q3 2022
Added 508.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
487,682
shares
|
$13.1 Million
0.98% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
480,941
shares
|
$13 Million
2.48% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
474,381
shares
|
$12.8 Million
4.64% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
407,495
shares
|
$11 Million
4.58% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
404,559
shares
|
$10.9 Million
0.05% of portfolio
|
Q4 2024
Added 173.56%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
401,906
shares
|
$10.8 Million
5.74% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
383,282
shares
|
$10.3 Million
5.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
380,673
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
379,522
shares
|
$10.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
365,775
shares
|
$9.85 Million
3.61% of portfolio
|
Q4 2024
Added 65.54%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
365,610
shares
|
$9.85 Million
4.45% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
364,769
shares
|
$9.83 Million
0.08% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
346,903
shares
|
$9.35 Million
0.33% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
341,981
shares
|
$9.21 Million
5.02% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
330,710
shares
|
$8.91 Million
0.0% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
309,602
shares
|
$8.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
308,331
shares
|
$8.31 Million
3.79% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
303,137
shares
|
$8.17 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
|
$8.07 Million
0.28% of portfolio
|
Q4 2024
Added 10.7%
|