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 |
|---|---|---|---|---|---|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
224,682
shares
|
$5.96 Million
3.18% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
220,957
shares
|
$5.86 Million
3.47% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
206,801
shares
|
$5.48 Million
0.06% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Jul 23, 2024 Q2 2024 |
200,013
shares
|
$5.3 Million
4.08% of portfolio
|
Q2 2024
Added 6.78%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
194,108
shares
|
$5.15 Million
1.21% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
189,907
shares
|
$5.04 Million
0.19% of portfolio
|
Q2 2024
Added 92.45%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
180,754
shares
|
$4.79 Million
0.86% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
164,879
shares
|
$4.37 Million
1.17% of portfolio
|
Q2 2024
Added 88.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
164,417
shares
|
$4.36 Million
0.0% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
161,178
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Retirement Solution Inc.
|
Jul 25, 2024 Q2 2024 |
155,852
shares
|
$4.13 Million
2.88% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
154,922
shares
|
$4.11 Million
3.11% of portfolio
|
Q2 2024
Added 20.96%
|
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
154,310
shares
|
$4.09 Million
1.14% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
149,885
shares
|
$3.97 Million
0.15% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
143,117
shares
|
$3.8 Million
0.32% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
134,520
shares
|
$3.57 Million
2.01% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Claris Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
115,940
shares
|
$3.07 Million
1.86% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
107,958
shares
|
$2.86 Million
1.37% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
101,006
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2024
Added 16.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
100,474
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
99,689
shares
|
$2.64 Million
1.86% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
98,912
shares
|
$2.62 Million
1.02% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
95,124
shares
|
$2.52 Million
1.63% of portfolio
|
Q3 2024
Added 46.74%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85,859
shares
|
$2.28 Million
1.38% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
81,315
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2024
Added 15.7%
|