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 198 institutions that hold shares in the stock, with a total of 93.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
17,525,327
shares
|
$465 Million
0.16% of portfolio
|
Q2 2024
Added 17.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
17,371,311
shares
|
$461 Million
1.16% of portfolio
|
Q2 2024
Added 18.61%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,009,122
shares
|
$159 Million
3.18% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
5,921,256
shares
|
$157 Million
11.81% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Carlson Capital Management
|
Jul 11, 2024 Q2 2024 |
3,811,242
shares
|
$101 Million
7.97% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,017,460
shares
|
$80 Million
3.61% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,098,783
shares
|
$55.7 Million
0.61% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,985,099
shares
|
$52.6 Million
0.08% of portfolio
|
Q2 2024
Added 1.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,947,334
shares
|
$51.6 Million
0.03% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
Bridgewater Advisors Inc.
|
Aug 01, 2024 Q2 2024 |
1,937,438
shares
|
$51.4 Million
6.15% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
1,811,561
shares
|
$48 Million
8.59% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,800,894
shares
|
$47.8 Million
8.64% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
1,753,871
shares
|
$46.5 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
1,662,036
shares
|
$44.1 Million
10.38% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,497,855
shares
|
$39.7 Million
0.04% of portfolio
|
Q2 2024
Added 933.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
1,486,486
shares
|
$39.4 Million
0.07% of portfolio
|
Q2 2024
Added 6.7%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,195,320
shares
|
$31.7 Million
1.29% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
870,743
shares
|
$23.1 Million
1.72% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
839,748
shares
|
$22.3 Million
0.63% of portfolio
|
Q2 2024
Added 64.55%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
786,706
shares
|
$20.9 Million
0.24% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
750,838
shares
|
$19.9 Million
1.88% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
718,128
shares
|
$19 Million
0.48% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
639,728
shares
|
$17 Million
2.79% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
590,790
shares
|
$15.7 Million
1.46% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
586,191
shares
|
$15.5 Million
5.55% of portfolio
|
Q3 2024
Added 4.96%
|