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 322 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
28,414,757
shares
|
$884 Million
1.47% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
25,430,962
shares
|
$791 Million
4.33% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,458,111
shares
|
$201 Million
11.85% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
6,218,768
shares
|
$193 Million
2.94% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,879,012
shares
|
$152 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,912,589
shares
|
$122 Million
7.18% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,444,699
shares
|
$107 Million
0.03% of portfolio
|
Q3 2025
Reduced 86.36%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,165,787
shares
|
$98.5 Million
3.48% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
2,685,784
shares
|
$83.6 Million
4.97% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,500,298
shares
|
$77.8 Million
0.03% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,383,549
shares
|
$74.2 Million
0.88% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,264,651
shares
|
$70.5 Million
0.08% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,250,268
shares
|
$70 Million
7.58% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,098,783
shares
|
$65.3 Million
0.61% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,047,454
shares
|
$63.7 Million
1.67% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
1,981,741
shares
|
$61.7 Million
8.85% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,716,270
shares
|
$53.4 Million
10.44% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,669,092
shares
|
$51.9 Million
1.67% of portfolio
|
Q3 2025
Added 37.52%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,457,970
shares
|
$45.4 Million
0.53% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,179,624
shares
|
$36.7 Million
5.29% of portfolio
|
Q3 2025
Added 41.68%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,179,333
shares
|
$36.7 Million
4.91% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,136,506
shares
|
$35.4 Million
2.27% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,131,564
shares
|
$35.2 Million
0.8% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,128,743
shares
|
$35.1 Million
0.27% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
691,941
shares
|
$21.5 Million
5.58% of portfolio
|
Q3 2025
Added 3.01%
|
|