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 264 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $4.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
668,343
shares
|
$19.3 Million
2.92% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
636,548
shares
|
$18.3 Million
5.34% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
585,894
shares
|
$16.9 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
562,745
shares
|
$16.2 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
537,413
shares
|
$15.5 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
533,042
shares
|
$15.4 Million
5.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
520,776
shares
|
$15 Million
0.35% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
488,006
shares
|
$14.1 Million
4.33% of portfolio
|
Q3 2022
Added 508.77%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
480,941
shares
|
$13.9 Million
2.48% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
473,836
shares
|
$13.7 Million
4.86% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
462,028
shares
|
$13.3 Million
3.72% of portfolio
|
Q1 2025
Added 26.31%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
434,161
shares
|
$12.5 Million
0.85% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
429,041
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
424,472
shares
|
$12.2 Million
5.04% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
403,203
shares
|
$11.6 Million
0.31% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
399,212
shares
|
$11.5 Million
5.48% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
375,386
shares
|
$10.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
374,575
shares
|
$10.8 Million
4.9% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
355,825
shares
|
$10.3 Million
5.85% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
346,269
shares
|
$9.98 Million
0.36% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
341,981
shares
|
$9.85 Million
5.02% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
331,733
shares
|
$9.56 Million
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
331,083
shares
|
$9.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
323,780
shares
|
$9.33 Million
4.63% of portfolio
|
Q1 2025
Added 30.53%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
321,353
shares
|
$9.26 Million
2.71% of portfolio
|
Q1 2025
Added 11.4%
|