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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
555,100
shares
|
$14.7 Million
3.61% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
541,176
shares
|
$14.4 Million
5.37% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
504,367
shares
|
$13.4 Million
2.53% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
501,088
shares
|
$13.3 Million
0.86% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
488,006
shares
|
$12.9 Million
4.33% of portfolio
|
Q3 2022
Added 508.77%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
455,675
shares
|
$12.1 Million
1.25% of portfolio
|
Q2 2024
Added 76.64%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
445,200
shares
|
$11.8 Million
3.74% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
362,237
shares
|
$9.61 Million
4.79% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
358,943
shares
|
$9.52 Million
5.52% of portfolio
|
Q3 2024
Added 78.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
349,352
shares
|
$9.26 Million
0.11% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
348,431
shares
|
$9.24 Million
4.74% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
341,981
shares
|
$9.07 Million
5.02% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
312,644
shares
|
$8.29 Million
0.16% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
311,780
shares
|
$8.27 Million
0.37% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
289,543
shares
|
$7.68 Million
0.06% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
284,097
shares
|
$7.53 Million
3.8% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
283,422
shares
|
$7.52 Million
0.09% of portfolio
|
Q2 2024
Added 9.88%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
270,002
shares
|
$7.16 Million
3.75% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
269,327
shares
|
$7.14 Million
0.0% of portfolio
|
Q2 2024
Added 25.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
254,892
shares
|
$6.76 Million
0.22% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
247,529
shares
|
$6.56 Million
5.11% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
241,979
shares
|
$6.42 Million
1.41% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
236,809
shares
|
$6.28 Million
4.52% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
231,970
shares
|
$6.15 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
225,935
shares
|
$5.99 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.72%
|