Vault-13

DIMENSIONAL ETF TRUST DIHP

INTL HIGH PROFIT · ETP · CUSIP 25434V765

125 institutional holders +17 vs Q1 2023
55,303,90855.3m shares reported held*
$1.4bnreported value*
22 new 75 added 20 reduced 7 sold out net bought ≈ $363.8m (+14.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($168.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.49. Options: 1 managers hold calls ($12.2k notional), 1 hold puts ($4.9k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 57Q4 22: 82Q1 23: 108Q2 23: 125125Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202257
Q4 202282
Q1 2023108
Q2 2023125

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 59 bought or addedQ4 22: 16 cut or sold outQ4 22Q1 23: 93 bought or addedQ1 23: 10 cut or sold outQ1 23Q2 23: 97 bought or addedQ2 23: 27 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225916
Q1 20239310
Q2 20239727

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15kQ3 22 calls: $0Q3 22 puts: $0Q3 22P/C —Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —Q1 23 calls: $0Q1 23 puts: $0Q1 23P/C —Q2 23 calls: $12.2kQ2 23 puts: $4.9kQ2 23P/C 0.40
Numbers
QuarterCallsPutsP/C
Q3 2022$0$0—
Q4 2022$0$0—
Q1 2023$0$0—
Q2 2023$12.2k$4.9k0.40

Biggest buyers

Merriman Wealth Management, LLC Added +3,671,261+3.7m
MERCER GLOBAL ADVISORS INC /ADV Added +3,493,283+3.5m
ENVESTNET ASSET MANAGEMENT INC Added +3,459,330+3.5m
Forum Financial Management, LP Added +2,514,126+2.5m
Carlson Capital Management Added +507,305+507.3k
Waverly Advisors, LLC New +265,498+265.5k
Fortress Wealth Management, Inc. New +209,697+209.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +175,825+175.8k
ROYAL BANK OF CANADA Added +149,020+149.0k
Corient Private Wealth LP Added +126,050+126.0k

Biggest sellers

Litman Gregory Wealth Management LLC Sold out -834,694-834.7k
JANE STREET GROUP, LLC Reduced -80,952-81.0k
Waterfront Wealth Inc. Reduced -54,306-54.3k
OSAIC HOLDINGS, INC. Reduced -51,074-51.1k
LIBERTY WEALTH MANAGEMENT LLC Reduced -47,357-47.4k
RENAISSANCE TECHNOLOGIES LLC Sold out -27,500-27.5k
Aprio Wealth Management, LLC Reduced -16,711-16.7k
Five Oceans Advisors Sold out -10,954-11.0k
Focus Partners Advisor Solutions, LLC Sold out -9,716-9.7k
Disciplined Investments, LLC Reduced -6,092-6.1k

Biggest calls

CITADEL ADVISORS LLC New $12.2k500 shares

Biggest puts

CITADEL ADVISORS LLC New $4.9k200 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Savant Capital, LLC 13G · institution new · filed 2025-08-07 18.0% new 23.9m≈ $816.8m 2025-08-07

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 7,376,4667.4m $180.6m $180.6m 0.08% Added +3.5m +3,459,330
2 MERCER GLOBAL ADVISORS INC /ADV 0.69% of their portfolio DENVER, CO 7,152,7897.2m $175.1m $175.1m 0.69% Added +3.5m +3,493,283
3 Merriman Wealth Management, LLC 7.34% of their portfolio SEATTLE, WA 6,079,1566.1m $148.8m $148.8m 7.34% Added +3.7m +3,671,261
4 Adero Partners, LLC 13.57% of their portfolio PLEASANTON, CA 5,620,7085.6m $137.6m $137.6m 13.57% Added +7.6k +7,635
5 Forum Financial Management, LP 2.83% of their portfolio LOMBARD, IL 5,160,7975.2m $126.3m $126.3m 2.83% Added +2.5m +2,514,126
6 Carlson Capital Management 6.53% of their portfolio NORTHFIELD, MN 4,416,3624.4m $108.1m $108.1m 6.53% Added +507.3k +507,305
7 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 1,810,3121.8m $44.3m $44.3m 0.09% Added +70.4k +70,355
8 Planning Center, Inc. 9.51% of their portfolio MOLINE, IL 1,529,4431.5m $37.4m $37.4m 9.51% Added +28.5k +28,489
9 High Probability Advisors, LLC 6.98% of their portfolio Pittsford, NY 1,328,5191.3m $32.5m $32.5m 6.98% Added +83.8k +83,845
10 Aprio Wealth Management, LLC 8.24% of their portfolio ATLANTA, GA 1,227,1071.2m $30.0m $30.0m 8.24% Reduced -16.7k -16,711
11 Corient Private Wealth LP 0.07% of their portfolio MIAMI, FL 1,174,1061.2m $28.7m $28.7m 0.07% Added +126.0k +126,050
12 Bridgewater Advisors Inc. 5.11% of their portfolio NEW YORK, NY 1,041,1791.0m $25.5m $25.5m 5.11% Added +42.9k +42,930
13 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 848,296848.3k $21.2m $21.2m 0.01% Added +85.4k +85,378
14 SATOVSKY ASSET MANAGEMENT LLC 7.00% of their portfolio NEW YORK, NY 845,863845.9k $20.7m $20.7m 7.00% Added +11.2k +11,169
15 Forvis Mazars Wealth Advisors, LLC 0.49% of their portfolio Springfield, MO 677,595677.6k $16.6m $16.6m 0.49% Added +47.4k +47,356
16 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 453,394453.4k $11.1m $11.1m 0.02% Reduced -81.0k -80,952
17 Efficient Advisors, LLC 0.72% of their portfolio BEAVERTON, OR 447,175447.2k $10.9m $10.9m 0.72% Reduced -960 -960
18 BetterWealth, LLC 4.07% of their portfolio SAN JOSE, CA 426,791426.8k $10.4m $10.4m 4.07% Added +2.0k +1,957
19 PARK AVENUE SECURITIES LLC 0.15% of their portfolio NEW YORK, NY 391,799391.8k $9.6m $9.6m 0.15% Added +51.6k +51,587
20 SAX WEALTH ADVISORS, LLC 1.79% of their portfolio PARSIPPANY, NJ 367,100367.1k $9.0m $9.0m 1.79% Added +97.4k +97,394
21 WEBSTERROGERS FINANCIAL ADVISORS, LLC 3.69% of their portfolio FLORENCE, SC 345,756345.8k $8.5m $8.5m 3.69% Added +13.0k +13,004
22 TCI Wealth Advisors, Inc. 1.08% of their portfolio Tucson, AZ 344,936344.9k $8.4m $8.4m 1.08% Added +7.1k +7,086
23 True Wealth Design, LLC 3.00% of their portfolio AKRON, OH 335,155335.2k $8.2m $8.2m 3.00% Added +35.9k +35,853
24 Silicon Hills Wealth Management, LLC 3.73% of their portfolio AUSTIN, TX 270,002270.0k $6.6m $6.6m 3.73% Reduced -1.2k -1,168
25 Waverly Advisors, LLC 0.29% of their portfolio BIRMINGHAM, AL 265,498265.5k $6.5m $6.5m 0.29% New
26 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 262,793262.8k $6.4m $6.4m 0.04% Added +33.3k +33,269
27 LIBERTY WEALTH MANAGEMENT LLC 1.56% of their portfolio OAKLAND, CA 258,123258.1k $6.3m $6.3m 1.56% Reduced -47.4k -47,357
28 CPA Asset Management Group, LLC 4.40% of their portfolio WEST PALM BEACH, FL 250,026250.0k $6.1m $6.1m 4.40% Added +1.6k +1,551
29 Fortress Wealth Management, Inc. 3.32% of their portfolio Culver City, CA 209,697209.7k $5.1m $5.1m 3.32% New
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 206,803206.8k $5.1m $5.1m 0.01% Added +175.8k +175,825
31 Sequoia Financial Advisors, LLC 0.09% of their portfolio Akron, OH 205,622205.6k $5.0m $5.0m 0.09% Added +18.9k +18,936
32 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 195,447195.4k $4.8m $4.8m 0.08% Added +10.7k +10,701
33 OLD MISSION CAPITAL LLC 0.15% of their portfolio CHICAGO, IL 167,569167.6k $4.1m $4.1m 0.15% Added +104.9k +104,930
34 3D/L Capital Management, LLC 1.18% of their portfolio Hartford, CT 166,501166.5k $4.1m $4.1m 1.18% Added +610 +610
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 163,563163.6k $4.0m $4.0m 0.00% Added +149.0k +149,020
36 Vestmark Advisory Solutions, Inc. 0.15% of their portfolio Wakefield, MA 162,795162.8k $4.0m $4.0m 0.15% Added +50.9k +50,920
37 Waterfront Wealth Inc. 1.14% of their portfolio OVERLAND PARK, KS 153,225153.2k $3.8m $3.8m 1.14% Reduced -54.3k -54,306
38 Mills Wealth Advisors LLC 2.76% of their portfolio SOUTHLAKE, TX 148,483148.5k $3.6m $3.6m 2.76% Added +8.0k +7,962
39 Retirement Solution LLC 1.14% of their portfolio REDMOND, WA 144,621144.6k $3.5m $3.5m 1.14% Added +5.5k +5,462
40 BUCKINGHAM STRATEGIC WEALTH, LLC 0.05% of their portfolio CLAYTON, MO 130,790130.8k $3.2m $3.2m 0.05% Added +71.7k +71,670
41 FLOW TRADERS U.S. LLC 0.13% of their portfolio NEW YORK, NY 126,268126.3k $3.1m $3.1m 0.13% Reduced -4.5k -4,482
42 FISCHER INVESTMENT STRATEGIES, LLC 2.77% of their portfolio Westlake Village, CA 123,638123.6k $3.0m $3.0m 2.77% First filing
43 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 113,393113.4k $2.8m $2.8m 0.01% Added +62.2k +62,183
44 Meredith Wealth Planning 2.15% of their portfolio MARYVILLE, IL 108,150108.2k $2.6m $2.6m 2.15% Added +6.3k +6,347
45 Applied Capital LLC 1.62% of their portfolio LITTLE ROCK, AR 106,931106.9k $2.6m $2.6m 1.62% Added +8.6k +8,642
46 PBMares Wealth Management LLC 0.89% of their portfolio WILLIAMSBURG, VA 101,222101.2k $2.5m $2.5m 0.89% Added +4.4k +4,363
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 94,87094.9k $2.3m $2.3m 0.00% Reduced -51.1k -51,074
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 91,91891.9k $2.3m $2.3m 0.00% Added +11.8k +11,800
49 RCS Financial Planning, LLC 1.73% of their portfolio ANNAPOLIS, MD 85,52485.5k $2.1m $2.1m 1.73% Added +3.8k +3,824
50 Verdad Advisers, LP 3.09% of their portfolio BOSTON, MA 80,50080.5k $2.0m $2.0m 3.09% New
51 Dynamic Advisor Solutions LLC 0.10% of their portfolio PHOENIX, AZ 76,10376.1k $1.9m $1.9m 0.10% Added +19.4k +19,419
52 Tortoise Investment Management, LLC 0.24% of their portfolio WHITE PLAINS, NY 66,51566.5k $1.6m $1.6m 0.24% Added +5.3k +5,280
53 Chicago Partners Investment Group LLC 0.08% of their portfolio CHICAGO, IL 65,47765.5k $1.6m $1.6m 0.08% Added +18.2k +18,179
54 Mraz, Amerine & Associates, Inc. 0.32% of their portfolio Modesto, CA 56,33856.3k $1.4m $1.4m 0.32% Added +24 +24
55 HUTCHINSON CAPITAL MANAGEMENT/CA 0.32% of their portfolio SAN RAFAEL, CA 54,94254.9k $1.3m $1.3m 0.32% Added +4.4k +4,420
56 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 53,88353.9k $1.3m $1.3m 0.00% Added +13.9k +13,913
57 Global Trust Asset Management, LLC 0.57% of their portfolio PALM BEACH GARDENS, FL 52,00052.0k $1.3m $1.3m 0.57% Unchanged
58 SC&H Financial Advisors, Inc. 0.42% of their portfolio HUNT VALLEY, MD 51,30951.3k $1.3m $1.3m 0.42% Added +77 +77
59 NORTHWEST WEALTH MANAGEMENT, LLC 0.43% of their portfolio SPENCER, IA 48,70348.7k $1.2m $1.2m 0.43% Reduced -1.8k -1,768
60 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 46,48646.5k $1.1m $1.1m 0.02% Added +362 +362
61 PFG Advisors 0.08% of their portfolio Phoenix, AZ 44,78244.8k $1.1m $1.1m 0.08% Added +12.4k +12,450
62 CLARIS ADVISORS, LLC / MO / 0.74% of their portfolio ST. LOUIS, MO 43,38743.4k $1.1m $1.1m 0.74% Reduced -256 -256
63 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 40,29540.3k $986.4k $986.4k 0.01% Added +5.1k +5,126
64 ASPIRIANT, LLC 0.05% of their portfolio San Francisco, CA 39,90139.9k $976.8k $976.8k 0.05% Unchanged
65 Milestone Investment Advisors LLC 0.28% of their portfolio MIDDLETON, WI 36,59236.6k $895.8k $895.8k 0.28% New
66 NWAM LLC 0.07% of their portfolio MERCER ISLAND, WA 35,97536.0k $880.7k $880.7k 0.07% New
67 Corus Family Wealth Advisors 0.76% of their portfolio MCKINNEY, TX 33,35433.4k $816.5k $816.5k 0.76% Added +883 +883
68 WEALTHSOURCE PARTNERS, LLC 0.05% of their portfolio SAN LUIS OBISPO, CA 29,46429.5k $721.3k $721.3k 0.05% Reduced -294 -294
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,45128.5k $696.0k $696.0k 0.00% New
70 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,31327.3k $668.6k $668.6k 0.00% Reduced -1.2k -1,176
71 Caprock Group, LLC 0.05% of their portfolio BOISE, ID 27,22027.2k $666.3k $666.3k 0.05% Added +126 +126
72 Glass Jacobson Investment Advisors llc 0.30% of their portfolio OWINGS MILLS, MD 27,16427.2k $665.0k $665.0k 0.30% First filing
73 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,61626.6k $652.0k $652.0k 0.00% Added +14.1k +14,081
74 SageView Advisory Group, LLC 0.03% of their portfolio Newport Beach, CA 24,87324.9k $608.9k $608.9k 0.03% Added +43 +43
75 INTREPID CAPITAL MANAGEMENT INC 0.21% of their portfolio JACKSONVILLE BEACH, FL 24,87024.9k $608.8k $608.8k 0.21% New
76 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 24,62824.6k $602.9k $602.9k 0.01% Added +6.4k +6,430
77 Blue Trust, Inc. 0.01% of their portfolio BRENTWOOD, TN 24,12224.1k $583.0k $583.0k 0.01% New
78 1900 WEALTH MANAGEMENT LLC 0.05% of their portfolio SAN ANTONIO, TX 21,68321.7k $530.8k $530.8k 0.05% New
79 Investmark Advisory Group LLC 0.35% of their portfolio Shelton, CT 21,36121.4k $522.9k $522.9k 0.35% Added +4.5k +4,520
80 CARDIFF PARK ADVISORS, LLC 0.06% of their portfolio SAN MARCOS, CA 19,51719.5k $477.8k $477.8k 0.06% Added +17 +17
81 ANDREWS, LUCIA WEALTH MANAGEMENT LLC 0.38% of their portfolio DANVILLE, CA 18,87118.9k $462.0k $462.0k 0.38% Added +789 +789
82 Rehmann Capital Advisory Group 0.04% of their portfolio LANSING, MI 18,42018.4k $450.9k $450.9k 0.04% Added +3.7k +3,744
83 Evanson Asset Management, LLC 0.04% of their portfolio CARMEL, CA 18,40318.4k $450.5k $450.5k 0.04% Added +26 +26
84 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,94017.9k $439.2k $439.2k 0.00% Added +8.9k +8,855
85 Laird Norton Wetherby Wealth Management, LLC 0.02% of their portfolio Seattle, WA 17,91017.9k $438.4k $438.4k 0.02% Unchanged
86 RAFFA WEALTH MANAGEMENT, LLC 0.15% of their portfolio WASHINGTON, DC 17,84017.8k $436.7k $436.7k 0.15% Added +8.3k +8,310
87 Annapolis Financial Services, LLC 0.12% of their portfolio ANNAPOLIS, MD 16,89816.9k $413.7k $413.7k 0.12% Reduced -221 -221
88 Birchcreek Wealth Management, LLC 0.26% of their portfolio MIAMI TOWNSHIP, OH 14,97115.0k $366.5k $366.5k 0.26% Reduced -732 -732
89 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,92114.9k $365.3k $365.3k 0.00% New
90 Gemmer Asset Management LLC 0.05% of their portfolio WALNUT CREEK, CA 14,76214.8k $361.4k $361.4k 0.05% Added +452 +452
91 WOLFF WIESE MAGANA LLC 0.27% of their portfolio CARSLBAD, CA 14,50414.5k $355.1k $355.1k 0.27% Reduced -495 -495
92 GEM Asset Management, LLC 0.27% of their portfolio Plymouth, MI 14,07114.1k $344.4k $344.4k 0.27% Added +90 +90
93 Hutchens & Kramer Investment Management Group, LLC 0.25% of their portfolio CARMEL, IN 12,71612.7k $311.3k $311.3k 0.25% Added +2.6k +2,583
94 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,29810.3k $252.1k $252.1k 0.00% New
95 Unison Advisors LLC 0.03% of their portfolio PROVIDENCE, RI 10,27710.3k $251.6k $251.6k 0.03% Added +252 +252
96 Betterment LLC 0.00% of their portfolio NEW YORK, NY 10,18010.2k $249.0k $249.0k 0.00% Reduced -230 -230
97 DOPKINS WEALTH MANAGEMENT, LLC 0.20% of their portfolio WILLIAMSVILLE, NY 9,2579.3k $226.6k $226.6k 0.20% New
98 Heritage Wealth Management, Inc./Texas 0.19% of their portfolio HOUSTON, TX 8,7528.8k $214.3k $214.3k 0.19% Added +66 +66
99 SUTTON PLACE INVESTORS LLC 0.30% of their portfolio ARMONK, NY 8,6898.7k $212.7k $212.7k 0.30% New
100 Versant Capital Management, Inc 0.07% of their portfolio PHOENIX, AZ 8,6798.7k $212.5k $212.5k 0.07% New