Vault-13

DIMENSIONAL ETF TRUST DIHP

INTL HIGH PROFIT · ETP · CUSIP 25434V765

193 institutional holders +16 vs Q1 2024
93,442,51293.4m shares reported held*
$2.4bnreported value*
21 new 121 added 29 reduced 11 sold out net bought ≈ $326.5m (+12.6m 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 ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.16.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 57Q4 22: 82Q1 23: 108Q2 23: 125Q3 23: 142Q4 23: 168Q1 24: 177Q2 24: 193193Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202257
Q4 202282
Q1 2023108
Q2 2023125
Q3 2023142
Q4 2023168
Q1 2024177
Q2 2024193

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 59 bought or addedQ4 22: 16 cut or sold outQ4 22Q1 23: 93 bought or addedQ1 23: 10 cut or sold outQ2 23: 97 bought or addedQ2 23: 27 cut or sold outQ2 23Q3 23: 116 bought or addedQ3 23: 20 cut or sold outQ4 23: 110 bought or addedQ4 23: 41 cut or sold outQ4 23Q1 24: 134 bought or addedQ1 24: 38 cut or sold outQ2 24: 142 bought or addedQ2 24: 40 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225916
Q1 20239310
Q2 20239727
Q3 202311620
Q4 202311041
Q1 202413438
Q2 202414240

Calls vs puts

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

CallsPuts
$0$5k$10k$15kQ3 23 calls: $11.6kQ3 23 puts: $4.6kQ3 23P/C 0.40Q4 23 calls: $0Q4 23 puts: $0Q4 23P/C —Q1 24 calls: $0Q1 24 puts: $0Q1 24P/C —Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —
Numbers
QuarterCallsPutsP/C
Q3 2023$11.6k$4.6k0.40
Q4 2023$0$0—
Q1 2024$0$0—
Q2 2024$0$0—

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +2,725,620+2.7m
ENVESTNET ASSET MANAGEMENT INC Added +2,652,493+2.7m
Savant Capital, LLC New +1,753,871+1.8m
JANE STREET GROUP, LLC Added +1,352,897+1.4m
Foster Group, Inc. New +1,178,748+1.2m
SATOVSKY ASSET MANAGEMENT LLC Added +734,890+734.9k
Aprio Wealth Management, LLC Added +443,902+443.9k
Focus Partners Advisor Solutions, LLC Added +329,422+329.4k
BUCKINGHAM STRATEGIC WEALTH, LLC Added +327,016+327.0k
OLD MISSION CAPITAL LLC New +231,970+232.0k

Biggest sellers

Empowered Funds, LLC Sold out -1,121,598-1.1m
Forum Financial Management, LP Reduced -290,414-290.4k
MORGAN STANLEY Reduced -175,323-175.3k
FISCHER INVESTMENT STRATEGIES, LLC Reduced -65,117-65.1k
NWAM LLC Sold out -57,426-57.4k
CITADEL ADVISORS LLC Sold out -56,140-56.1k
RCS Financial Planning, LLC Reduced -45,332-45.3k
LINCOLN NATIONAL CORP Sold out -41,803-41.8k
Carlson Capital Management Reduced -16,702-16.7k
Atria Investments, Inc Reduced -14,905-14.9k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.16% of their portfolio Berwyn, PA 17,525,32717.5m $461.3m $461.3m 0.16% Added +2.7m +2,652,493
2 MERCER GLOBAL ADVISORS INC /ADV 1.24% of their portfolio DENVER, CO 17,371,31117.4m $454.3m $454.3m 1.24% Added +2.7m +2,725,620
3 Adero Partners, LLC 11.37% of their portfolio PLEASANTON, CA 5,921,2565.9m $155.8m $155.8m 11.37% Added +76.9k +76,864
4 Forum Financial Management, LP 2.76% of their portfolio LOMBARD, IL 5,790,4085.8m $152.4m $152.4m 2.76% Reduced -290.4k -290,414
5 Carlson Capital Management 4.72% of their portfolio NORTHFIELD, MN 3,811,2423.8m $100.3m $100.3m 4.72% Reduced -16.7k -16,702
6 Merriman Wealth Management, LLC 3.47% of their portfolio SEATTLE, WA 3,017,4603.0m $79.4m $79.4m 3.47% Added +84.3k +84,284
7 BUCKINGHAM STRATEGIC WEALTH, LLC 0.57% of their portfolio CLAYTON, MO 2,098,7832.1m $55.2m $55.2m 0.57% Added +327.0k +327,016
8 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 1,985,0992.0m $52.2m $52.2m 0.08% Added +28.6k +28,624
9 Aprio Wealth Management, LLC 9.39% of their portfolio ATLANTA, GA 1,957,6012.0m $51.5m $51.5m 9.39% Added +443.9k +443,902
10 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 1,947,3341.9m $51.6m $51.6m 0.02% Added +169.7k +169,748
11 Bridgewater Advisors Inc. 6.26% of their portfolio NEW YORK, NY 1,937,4381.9m $50.6m $50.6m 6.26% Added +50.1k +50,111
12 Planning Center, Inc. 6.23% of their portfolio MOLINE, IL 1,811,5611.8m $47.7m $47.7m 6.23% Added +40.7k +40,654
13 Savant Capital, LLC 0.46% of their portfolio ROCKFORD, IL 1,753,8711.8m $46.2m $46.2m 0.46% New
14 SATOVSKY ASSET MANAGEMENT LLC 10.28% of their portfolio NEW YORK, NY 1,625,9121.6m $42.8m $42.8m 10.28% Added +734.9k +734,890
15 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 1,497,8551.5m $39.4m $39.4m 0.04% Added +1.4m +1,352,897
16 Corient Private Wealth LP 0.07% of their portfolio MIAMI, FL 1,486,4861.5m $39.1m $39.1m 0.07% Added +93.4k +93,380
17 High Probability Advisors, LLC 6.72% of their portfolio Pittsford, NY 1,408,8341.4m $37.1m $37.1m 6.72% Added +36.3k +36,287
18 Foster Group, Inc. 1.22% of their portfolio WEST DES MOINES, IA 1,178,7481.2m $31.0m $31.0m 1.22% New
19 Focus Partners Advisor Solutions, LLC 0.58% of their portfolio SAINT LOUIS, MO 839,748839.7k $22.1m $22.1m 0.58% Added +329.4k +329,422
20 Forvis Mazars Wealth Advisors, LLC 0.47% of their portfolio Springfield, MO 718,128718.1k $18.9m $18.9m 0.47% Added +18.5k +18,463
21 PARK AVENUE SECURITIES LLC 0.23% of their portfolio NEW YORK, NY 717,095717.1k $18.9m $18.9m 0.23% Added +68.9k +68,931
22 SAX WEALTH ADVISORS, LLC 1.75% of their portfolio PARSIPPANY, NJ 696,393696.4k $18.3m $18.3m 1.75% Added +71.5k +71,485
23 Clarius Group, LLC 1.29% of their portfolio SEATTLE, WA 688,775688.8k $18.1m $18.1m 1.29% Added +138.4k +138,359
24 DiNuzzo Private Wealth, Inc. 2.25% of their portfolio BEAVER, PA 634,656634.7k $16.7m $16.7m 2.25% Added +4.1k +4,136
25 GREAT OAK CAPITAL PARTNERS, LLC 5.46% of their portfolio SOUTH EASTON, MA 558,464558.5k $14.5m $14.5m 5.46% Added +136.2k +136,224
26 True Wealth Design, LLC 3.61% of their portfolio AKRON, OH 555,100555.1k $14.6m $14.6m 3.61% Added +9.1k +9,116
27 WEBSTERROGERS FINANCIAL ADVISORS, LLC 4.99% of their portfolio FLORENCE, SC 532,250532.2k $14.0m $14.0m 4.99% Added +33.4k +33,356
28 Efficient Advisors, LLC 0.86% of their portfolio BEAVERTON, OR 501,088501.1k $13.2m $13.2m 0.86% Added +12.2k +12,170
29 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.22% of their portfolio INDIANAPOLIS, IN 492,163492.2k $13.0m $13.0m 2.22% Added +21.2k +21,222
30 TCI Wealth Advisors, Inc. 1.20% of their portfolio Tucson, AZ 483,677483.7k $12.7m $12.7m 1.20% Added +70.2k +70,198
31 LIBERTY WEALTH MANAGEMENT LLC 0.01% of their portfolio OAKLAND, CA 455,675455.7k $6.8k $6.8k 0.01% Added +197.7k +197,709
32 BetterWealth, LLC 3.64% of their portfolio SAN JOSE, CA 433,598433.6k $11.4m $11.4m 3.64% Added +8.5k +8,533
33 Grunden Financial Advisory, Inc. 4.73% of their portfolio DENTON, TX 344,291344.3k $9.1m $9.1m 4.73% Added +11.0k +11,016
34 WALDEN WEALTH PARTNERS LLC 5.02% of their portfolio BEACHWOOD, OH 341,981342.0k $9.0m $9.0m 5.02% Added +8.9k +8,934
35 Meredith Wealth Planning 4.67% of their portfolio MARYVILLE, IL 338,373338.4k $8.9m $8.9m 4.67% Added +38.9k +38,942
36 Sequoia Financial Advisors, LLC 0.11% of their portfolio Akron, OH 335,302335.3k $8.8m $8.8m 0.11% Added +32.0k +32,038
37 Waverly Advisors, LLC 0.16% of their portfolio BIRMINGHAM, AL 312,644312.6k $8.2m $8.2m 0.16% Added +8.8k +8,773
38 Vestmark Advisory Solutions, Inc. 0.34% of their portfolio Wakefield, MA 311,780311.8k $8.2m $8.2m 0.34% Added +9.1k +9,110
39 FISCHER INVESTMENT STRATEGIES, LLC 7.46% of their portfolio Westlake Village, CA 290,530290.5k $7.6m $7.6m 7.46% Reduced -65.1k -65,117
40 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 289,543289.5k $7.6m $7.6m 0.06% Added +3.4k +3,432
41 Beacon Pointe Advisors, LLC 0.09% of their portfolio NEWPORT BEACH, CA 283,422283.4k $7.5m $7.5m 0.09% Added +25.5k +25,475
42 CPA Asset Management Group, LLC 3.97% of their portfolio WEST PALM BEACH, FL 281,493281.5k $7.4m $7.4m 3.97% Added +4.4k +4,368
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 269,327269.3k $7.1m $7.1m 0.00% Added +54.4k +54,423
44 Dynamic Advisor Solutions LLC 0.21% of their portfolio PHOENIX, AZ 251,995252.0k $6.6m $6.6m 0.21% Added +75.0k +75,002
45 Oceanside Advisors LLC 5.11% of their portfolio MOUNT PLEASANT, SC 240,282240.3k $6.3m $6.3m 5.11% Reduced -2.3k -2,345
46 OLD MISSION CAPITAL LLC 0.16% of their portfolio CHICAGO, IL 231,970232.0k $6.1m $6.1m 0.16% New
47 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 225,935225.9k $5.9m $5.9m 0.01% Reduced -1.6k -1,630
48 Mills Wealth Advisors LLC 4.17% of their portfolio SOUTHLAKE, TX 221,703221.7k $5.8m $5.8m 4.17% Added +28.1k +28,131
49 FAMILY WEALTH PARTNERS, LLC 2.97% of their portfolio MATTHEWS, NC 217,445217.4k $5.7m $5.7m 2.97% Added +28.4k +28,389
50 PBMares Wealth Management LLC 1.35% of their portfolio WILLIAMSBURG, VA 209,291209.3k $5.5m $5.5m 1.35% Added +28.9k +28,860
51 Simplicity Wealth,LLC 0.12% of their portfolio SUMMIT, NJ 208,733208.7k $5.5m $5.5m 0.12% New
52 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 206,801206.8k $5.4m $5.4m 0.05% Added +14.6k +14,565
53 Fortress Wealth Management, Inc. 2.71% of their portfolio Culver City, CA 201,008201.0k $5.3m $5.3m 2.71% Added +5.0k +4,959
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 200,948200.9k $5.3m $5.3m 0.00% Added +6.5k +6,464
55 MB Generational Wealth, LLC 4.08% of their portfolio SPOKANE, WA 200,013200.0k $5.3m $5.3m 4.08% Added +12.7k +12,708
56 EXENCIAL WEALTH ADVISORS, LLC 0.19% of their portfolio OKLAHOMA CITY, OK 189,907189.9k $5.0m $5.0m 0.19% Added +91.2k +91,230
57 Quadcap Wealth Management, LLC 0.86% of their portfolio Frisco, TX 180,754180.8k $4.8m $4.8m 0.86% Added +28.7k +28,652
58 FIDUCIARY FINANCIAL GROUP, LLC 1.14% of their portfolio SAN RAFAEL, CA 173,791173.8k $4.7m $4.7m 1.14% First filing
59 Milestone Investment Advisors LLC 1.15% of their portfolio MIDDLETON, WI 164,879164.9k $4.3m $4.3m 1.15% Added +77.6k +77,625
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 164,417164.4k $4.3m $4.3m 0.00% Added +8.3k +8,292
61 Retirement Solution LLC 1.10% of their portfolio REDMOND, WA 155,852155.9k $4.1m $4.1m 1.10% Added +1.7k +1,674
62 Envision Financial Planning, LLC 3.11% of their portfolio MEMPHIS, TN 154,922154.9k $4.1m $4.1m 3.11% Added +26.8k +26,843
63 Waterfront Wealth Inc. 1.10% of their portfolio OVERLAND PARK, KS 154,310154.3k $4.1m $4.1m 1.10% Reduced -6.1k -6,101
64 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 148,961149.0k $3.9m $3.9m 0.01% Added +10.9k +10,950
65 Chicago Partners Investment Group LLC 0.15% of their portfolio CHICAGO, IL 147,583147.6k $3.9m $3.9m 0.15% Added +12.8k +12,762
66 Freedom Investment Management, Inc. 0.31% of their portfolio SOUTH WINDSOR, CT 143,117143.1k $3.8m $3.8m 0.31% Added +716 +716
67 Applied Capital LLC 1.94% of their portfolio LITTLE ROCK, AR 128,176128.2k $3.4m $3.4m 1.94% Added +5.6k +5,603
68 CLARIS ADVISORS, LLC / MO / 1.57% of their portfolio ST. LOUIS, MO 115,940115.9k $3.1m $3.1m 1.57% Reduced -876 -876
69 Mariner, LLC 0.01% of their portfolio Overland Park, KS 101,006101.0k $2.7m $2.7m 0.01% Added +14.4k +14,393
70 Abel Hall, LLC 1.86% of their portfolio BATON ROUGE, LA 99,68999.7k $2.6m $2.6m 1.86% Added +5.6k +5,577
71 Centennial Bank/AR/ 1.28% of their portfolio CONWAY, AR 99,01999.0k $2.6m $2.6m 1.28% Added +29.3k +29,331
72 Yeomans Consulting Group, Inc. 0.98% of their portfolio Marietta, GA 96,61696.6k $2.5m $2.5m 0.98% Added +2.2k +2,221
73 Tortoise Investment Management, LLC 0.24% of their portfolio WHITE PLAINS, NY 81,31581.3k $2.1m $2.1m 0.24% Added +11.0k +11,035
74 HUTCHINSON CAPITAL MANAGEMENT/CA 0.39% of their portfolio SAN RAFAEL, CA 72,62572.6k $1.9m $1.9m 0.39% Added +5.1k +5,115
75 Breakwater Capital Group 0.43% of their portfolio PARAMUS, NJ 71,58571.6k $1.9m $1.9m 0.43% Added +6.1k +6,055
76 NORTHWEST WEALTH MANAGEMENT, LLC 0.47% of their portfolio SPENCER, IA 68,99569.0k $1.8m $1.8m 0.47% Added +11.6k +11,647
77 EverSource Wealth Advisors, LLC 0.12% of their portfolio BIRMINGHAM, AL 68,01668.0k $1.8m $1.8m 0.12% Added +16.9k +16,864
78 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 66,98667.0k $1.8m $1.8m 0.00% Added +11.6k +11,554
79 Meritas Wealth Management, LLC 1.20% of their portfolio SAN RAFAEL, CA 64,82764.8k $1.7m $1.7m 1.20% Added +9.4k +9,445
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 64,74164.7k $1.7m $1.7m 0.00% New
81 PFG Advisors 0.11% of their portfolio Phoenix, AZ 63,41263.4k $1.7m $1.7m 0.11% Added +3.2k +3,182
82 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 62,24062.2k $1.6m $1.6m 0.00% Added +43.5k +43,539
83 Evanson Asset Management, LLC 0.12% of their portfolio CARMEL, CA 60,39960.4k $1.6m $1.6m 0.12% Added +5.4k +5,389
84 RAFFA WEALTH MANAGEMENT, LLC 0.45% of their portfolio WASHINGTON, DC 59,69859.7k $1.6m $1.6m 0.45% Added +8.9k +8,907
85 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 59,06959.1k $1.6m $1.6m 0.00% Added +4.1k +4,096
86 Glass Jacobson Investment Advisors llc 0.56% of their portfolio OWINGS MILLS, MD 58,88558.9k $1.5m $1.5m 0.56% Added +8.6k +8,563
87 SC&H Financial Advisors, Inc. 0.37% of their portfolio HUNT VALLEY, MD 57,60557.6k $1.5m $1.5m 0.37% Added +1.3k +1,253
88 DRIVE WEALTH MANAGEMENT, LLC 0.39% of their portfolio LEHI, UT 55,49655.5k $1.5m $1.5m 0.39% Added +5.0k +5,048
89 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 53,97454.0k $1.4m $1.4m 0.01% Added +12.2k +12,174
90 Mraz, Amerine & Associates, Inc. 0.27% of their portfolio Modesto, CA 49,43749.4k $1.3m $1.3m 0.27% Reduced -2.3k -2,335
91 Global Trust Asset Management, LLC 0.52% of their portfolio PALM BEACH GARDENS, FL 49,27549.3k $1.3m $1.3m 0.52% Reduced -750 -750
92 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 48,10848.1k $1.3m $1.3m 0.02% Added +621 +621
93 Midwest Heritage Bank, FSB 0.64% of their portfolio WEST DES MOINES, IA 48,03648.0k $1.3m $1.3m 0.64% Added +2.1k +2,082
94 ASPIRIANT, LLC 0.04% of their portfolio San Francisco, CA 39,90139.9k $1.1m $1.1m 0.04% Unchanged
95 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 38,94338.9k $1.0m $1.0m 0.01% New
96 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 38,46738.5k $1.0m $1.0m 0.00% Added +2.4k +2,422
97 INTREPID CAPITAL MANAGEMENT INC 0.64% of their portfolio JACKSONVILLE BEACH, FL 38,43538.4k $1.0m $1.0m 0.64% Added +12.8k +12,828
98 Altiora Financial Group, LLC 0.23% of their portfolio LEBANON, OH 36,89836.9k $971.2k $971.2k 0.23% Added +28.1k +28,122
99 Corus Family Wealth Advisors 0.84% of their portfolio MCKINNEY, TX 36,70636.7k $988.9k $988.9k 0.84% Unchanged
100 Summit Wealth Partners, LLC 0.20% of their portfolio Orlando, FL 36,36636.4k $957.1k $957.1k 0.20% Added +17.8k +17,777