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 $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
586,191
shares
|
$14.8 Million
5.55% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
541,176
shares
|
$13.7 Million
5.37% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
516,189
shares
|
$13.1 Million
0.9% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
504,367
shares
|
$12.8 Million
2.53% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
488,006
shares
|
$12.4 Million
4.33% of portfolio
|
Q3 2022
Added 508.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
448,238
shares
|
$11.3 Million
4.85% of portfolio
|
Q3 2024
Reduced 19.25%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
445,200
shares
|
$11.3 Million
3.74% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
442,419
shares
|
$11.2 Million
0.08% of portfolio
|
Q3 2024
Added 52.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
380,999
shares
|
$9.65 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
370,476
shares
|
$9.38 Million
5.4% of portfolio
|
Q3 2024
Added 139.14%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
362,237
shares
|
$9.17 Million
4.79% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
358,943
shares
|
$9.09 Million
5.52% of portfolio
|
Q3 2024
Added 78.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
349,352
shares
|
$8.85 Million
0.11% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
348,431
shares
|
$8.82 Million
4.74% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
341,981
shares
|
$8.66 Million
5.02% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
340,851
shares
|
$8.63 Million
0.39% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
317,440
shares
|
$8.04 Million
0.16% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
307,914
shares
|
$7.8 Million
0.0% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
294,798
shares
|
$7.46 Million
0.1% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
284,097
shares
|
$7.19 Million
3.8% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
270,614
shares
|
$6.85 Million
0.28% of portfolio
|
Q3 2024
Added 42.5%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
270,002
shares
|
$6.84 Million
3.75% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
267,368
shares
|
$6.77 Million
1.16% of portfolio
|
Q3 2024
Added 47.92%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
265,728
shares
|
$6.73 Million
1.29% of portfolio
|
Q3 2024
Reduced 41.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
254,892
shares
|
$6.45 Million
0.22% of portfolio
|
Q3 2024
Added 1.15%
|