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 208 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,436,808
shares
|
$575 Million
0.21% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
22,146,739
shares
|
$568 Million
1.34% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
8,479,153
shares
|
$217 Million
2.0% of portfolio
|
Q3 2024
Added 383.45%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,048,287
shares
|
$155 Million
11.58% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,009,122
shares
|
$154 Million
3.18% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
3,896,138
shares
|
$99.9 Million
7.7% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,116,048
shares
|
$79.9 Million
3.66% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,098,783
shares
|
$53.8 Million
0.61% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,053,856
shares
|
$52.6 Million
0.03% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,012,497
shares
|
$51.6 Million
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
1,968,950
shares
|
$50.5 Million
5.69% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
1,846,667
shares
|
$47.3 Million
8.64% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,800,894
shares
|
$46.2 Million
8.64% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
1,662,036
shares
|
$42.6 Million
10.38% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,489,037
shares
|
$38.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,289,428
shares
|
$33 Million
6.08% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,254,774
shares
|
$32.2 Million
0.8% of portfolio
|
Q3 2024
Added 49.42%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,195,320
shares
|
$30.6 Million
1.29% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,068,762
shares
|
$27.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.65%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
870,743
shares
|
$22.3 Million
1.72% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
786,706
shares
|
$20.2 Million
0.24% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
750,838
shares
|
$19.2 Million
1.88% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
688,267
shares
|
$17.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
639,728
shares
|
$16.4 Million
2.79% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
590,790
shares
|
$15.1 Million
1.46% of portfolio
|
Q3 2024
Added 22.15%
|