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 292 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
25,780,617
shares
|
$769 Million
1.57% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
25,252,358
shares
|
$753 Million
0.23% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
23,936,337
shares
|
$714 Million
4.6% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,458,111
shares
|
$193 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
|
$179 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,912,589
shares
|
$117 Million
7.18% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,165,787
shares
|
$94.4 Million
3.48% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,888,479
shares
|
$86.1 Million
5.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,352,865
shares
|
$70.2 Million
0.03% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,226,611
shares
|
$66.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,224,139
shares
|
$66.3 Million
0.93% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,180,301
shares
|
$65 Million
7.96% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,098,783
shares
|
$62.6 Million
0.61% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,951,156
shares
|
$58.2 Million
8.92% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
1,697,956
shares
|
$50.6 Million
10.68% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,443,876
shares
|
$43.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,245,030
shares
|
$37.1 Million
0.46% of portfolio
|
Q2 2025
Added 65.71%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,213,688
shares
|
$36.2 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
|
$34.1 Million
5.05% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,027,563
shares
|
$30.6 Million
0.28% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
995,438
shares
|
$29.7 Million
2.2% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
930,719
shares
|
$27.8 Million
0.78% of portfolio
|
Q2 2025
Added 31.48%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
855,214
shares
|
$25.5 Million
0.41% of portfolio
|
Q2 2025
Added 112.11%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
832,618
shares
|
$24.8 Million
5.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
771,597
shares
|
$23 Million
1.77% of portfolio
|
Q2 2025
Reduced 6.88%
|