Vault-13

DIMENSIONAL ETF TRUST DIHP

INTL HIGH PROFIT · ETP · CUSIP 25434V765

275 institutional holders +28 vs Q1 2025
150,195,048150.2m shares reported held*
$4.4bnreported value*
32 new 125 added 82 reduced 7 sold out net bought ≈ $535.3m (+18.2m 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 ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.49.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 57Q4 22: 82Q1 23: 108Q2 23: 125Q3 23: 142Q4 23: 168Q1 24: 177Q2 24: 193Q3 24: 198Q4 24: 236Q1 25: 247Q2 25: 275275Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202257
Q4 202282
Q1 2023108
Q2 2023125
Q3 2023142
Q4 2023168
Q1 2024177
Q2 2024193
Q3 2024198
Q4 2024236
Q1 2025247
Q2 2025275

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q3 24: 141 bought or addedQ3 24: 49 cut or sold outQ4 24: 146 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 161 bought or addedQ1 25: 75 cut or sold outQ2 25: 157 bought or addedQ2 25: 89 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202311620
Q4 202311041
Q1 202413438
Q2 202414240
Q3 202414149
Q4 202414655
Q1 202516175
Q2 202515789

Calls vs puts

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

CallsPuts
$0$1k$2k$3kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $2.7kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$2.7k—
Q2 2025$0$0—

Biggest buyers

Focus Partners Wealth Added +6,537,537+6.5m
Savant Capital, LLC Added +3,002,602+3.0m
ENVESTNET ASSET MANAGEMENT INC Added +2,646,865+2.6m
Kestra Investment Management, LLC New +1,840,775+1.8m
MERCER GLOBAL ADVISORS INC /ADV Added +1,427,370+1.4m
FINANCIAL CONSULATE, INC New +832,618+832.6k
Modera Wealth Management, LLC Added +493,704+493.7k
Vestmark Advisory Solutions, Inc. Added +452,011+452.0k
Apella Capital, LLC Added +222,836+222.8k
Focus Partners Advisor Solutions, LLC Added +189,193+189.2k

Biggest sellers

JANE STREET GROUP, LLC Reduced -799,358-799.4k
OLD MISSION CAPITAL LLC Sold out -156,502-156.5k
CITADEL ADVISORS LLC Reduced -146,010-146.0k
High Probability Advisors, LLC Reduced -84,696-84.7k
Bridgewater Advisors Inc. Reduced -56,964-57.0k
SAX WEALTH ADVISORS, LLC Reduced -55,574-55.6k
TOWNSQUARE CAPITAL LLC Reduced -55,331-55.3k
OSAIC HOLDINGS, INC. Reduced -47,353-47.4k
UBS Group AG Reduced -45,537-45.5k
Forvis Mazars Wealth Advisors, LLC Reduced -44,614-44.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MERCER GLOBAL ADVISORS INC /ADV 1.71% of their portfolio DENVER, CO 25,780,61725.8m $760.3m $760.3m 1.71% Added +1.4m +1,427,370
2 ENVESTNET ASSET MANAGEMENT INC 0.22% of their portfolio Berwyn, PA 25,252,35825.3m $744.7m $744.7m 0.22% Added +2.6m +2,646,865
3 Savant Capital, LLC 5.05% of their portfolio ROCKFORD, IL 23,820,83023.8m $702.5m $702.5m 5.05% Added +3.0m +3,002,602
4 Focus Partners Wealth 0.83% of their portfolio ST LOUIS, MO 12,915,92912.9m $380.9m $380.9m 0.83% Added +6.5m +6,537,537
5 Forum Financial Management, LP 2.69% of their portfolio LOMBARD, IL 5,996,9616.0m $176.9m $176.9m 2.69% Reduced -13.3k -13,334
6 Sequoia Financial Advisors, LLC 0.89% of their portfolio Akron, OH 4,384,2774.4m $129.3m $129.3m 0.89% Added +65.0k +65,025
7 Clarius Group, LLC 4.97% of their portfolio SEATTLE, WA 2,888,4792.9m $85.2m $85.2m 4.97% Added +22.8k +22,754
8 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 2,352,8652.4m $69.4m $69.4m 0.03% Added +102.2k +102,197
9 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 2,226,6112.2m $65.7m $65.7m 0.08% Reduced -37.9k -37,865
10 Focus Partners Advisor Solutions, LLC 0.88% of their portfolio SAINT LOUIS, MO 2,224,1392.2m $65.6m $65.6m 0.88% Added +189.2k +189,193
11 Aprio Wealth Management, LLC 7.25% of their portfolio ATLANTA, GA 2,180,3012.2m $64.3m $64.3m 7.25% Added +45.7k +45,692
12 Planning Center, Inc. 6.36% of their portfolio MOLINE, IL 1,951,1562.0m $57.5m $57.5m 6.36% Reduced -14.9k -14,903
13 Kestra Investment Management, LLC 0.84% of their portfolio AUSTIN, TX 1,840,7751.8m $54.3m $54.3m 0.84% New
14 SATOVSKY ASSET MANAGEMENT LLC 10.66% of their portfolio NEW YORK, NY 1,697,9561.7m $50.1m $50.1m 10.66% Added +14.7k +14,702
15 Corient Private Wealth LP 0.06% of their portfolio MIAMI, FL 1,443,8771.4m $42.6m $42.6m 0.06% Reduced -38.2k -38,196
16 Modera Wealth Management, LLC 0.45% of their portfolio WESTWOOD, NJ 1,245,0301.2m $36.7m $36.7m 0.45% Added +493.7k +493,704
17 Foster Group, Inc. 1.23% of their portfolio WEST DES MOINES, IA 1,213,6881.2m $35.8m $35.8m 1.23% Reduced -27.7k -27,741
18 High Probability Advisors, LLC 5.05% of their portfolio Pittsford, NY 1,144,6461.1m $33.8m $33.8m 5.05% Reduced -84.7k -84,696
19 PARK AVENUE SECURITIES LLC 0.28% of their portfolio NEW YORK, NY 1,027,5631.0m $30.3m $30.3m 0.28% Added +89.3k +89,328
20 TCI Wealth Advisors, Inc. 2.01% of their portfolio Tucson, AZ 995,438995.4k $29.4m $29.4m 2.01% Added +141.5k +141,473
21 Apella Capital, LLC 0.74% of their portfolio WEST HARTFORD, CT 930,719930.7k $27.2m $27.2m 0.74% Added +222.8k +222,836
22 Vestmark Advisory Solutions, Inc. 0.36% of their portfolio Wakefield, MA 855,214855.2k $25.2m $25.2m 0.36% Added +452.0k +452,011
23 FINANCIAL CONSULATE, INC 4.85% of their portfolio HUNT VALLEY, MD 832,618832.6k $24.6m $24.6m 4.85% New
24 Bridgewater Advisors Inc. 1.72% of their portfolio NEW YORK, NY 771,597771.6k $22.6m $22.6m 1.72% Reduced -57.0k -56,964
25 GREAT OAK CAPITAL PARTNERS, LLC 5.66% of their portfolio SOUTH EASTON, MA 671,718671.7k $19.7m $19.7m 5.66% Added +35.2k +35,170
26 DiNuzzo Private Wealth, Inc. 2.33% of their portfolio BEAVER, PA 666,785666.8k $19.7m $19.7m 2.33% Reduced -1.6k -1,558
27 Premier Financial Group 5.46% of their portfolio EUREKA, CA 662,876662.9k $19.6m $19.6m 5.46% First filing
28 Efficient Advisors, LLC 0.98% of their portfolio BEAVERTON, OR 559,512559.5k $16.5m $16.5m 0.98% Reduced -3.2k -3,233
29 WEBSTERROGERS FINANCIAL ADVISORS, LLC 5.04% of their portfolio FLORENCE, SC 537,932537.9k $15.9m $15.9m 5.04% Added +4.9k +4,890
30 RFG Advisory, LLC 0.37% of their portfolio BIRMINGHAM, AL 527,283527.3k $15.5m $15.5m 0.37% Reduced -10.1k -10,130
31 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.34% of their portfolio INDIANAPOLIS, IN 486,699486.7k $14.4m $14.4m 2.34% Added +5.8k +5,758
32 Forvis Mazars Wealth Advisors, LLC 0.30% of their portfolio Springfield, MO 476,162476.2k $14.0m $14.0m 0.30% Reduced -44.6k -44,614
33 von Borstel & Associates, Inc. 3.54% of their portfolio THE DALLES, OR 462,206462.2k $13.4m $13.4m 3.54% Added +178 +178
34 True Wealth Design, LLC 4.69% of their portfolio AKRON, OH 451,729451.7k $13.3m $13.3m 4.69% Reduced -22.1k -22,107
35 Meredith Wealth Planning 4.66% of their portfolio MARYVILLE, IL 435,299435.3k $12.8m $12.8m 4.66% Added +10.8k +10,827
36 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 431,564431.6k $12.7m $12.7m 0.02% Reduced -799.4k -799,358
37 EXENCIAL WEALTH ADVISORS, LLC 0.43% of their portfolio OKLAHOMA CITY, OK 410,683410.7k $12.1m $12.1m 0.43% Added +64.4k +64,414
38 Envision Financial Planning, LLC 5.38% of their portfolio MEMPHIS, TN 390,041390.0k $11.5m $11.5m 5.38% Reduced -9.2k -9,171
39 SAX WEALTH ADVISORS, LLC 0.67% of their portfolio PARSIPPANY, NJ 378,587378.6k $11.2m $11.2m 0.67% Reduced -55.6k -55,574
40 Mariner, LLC 0.02% of their portfolio Overland Park, KS 378,054378.1k $11.1m $11.1m 0.02% Added +108.0k +108,018
41 Grunden Financial Advisory, Inc. 4.90% of their portfolio DENTON, TX 376,040376.0k $11.1m $11.1m 4.90% Added +1.5k +1,465
42 Fortress Wealth Management, Inc. 5.18% of their portfolio Culver City, CA 364,486364.5k $10.7m $10.7m 5.18% Added +8.7k +8,661
43 Mills Wealth Advisors LLC 4.80% of their portfolio SOUTHLAKE, TX 354,680354.7k $10.5m $10.5m 4.80% Added +30.9k +30,900
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 345,714345.7k $10.2m $10.2m 0.00% Added +14.0k +13,981
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 344,338344.3k $10.2m $10.2m 0.00% Added +188.8k +188,754
46 Wealthspire Advisors, LLC 0.06% of their portfolio NEW YORK, NY 332,754332.8k $9.8m $9.8m 0.06% Reduced -42.6k -42,632
47 Beacon Pointe Advisors, LLC 0.10% of their portfolio NEWPORT BEACH, CA 326,621326.6k $9.6m $9.6m 0.10% Added +9.5k +9,541
48 United Wealth Management, LLC 2.75% of their portfolio Charlottesville, VA 320,686320.7k $9.5m $9.5m 2.75% Reduced -667 -667
49 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 318,748318.7k $9.4m $9.4m 0.05% Reduced -12.3k -12,335
50 Quadcap Wealth Management, LLC 1.18% of their portfolio Frisco, TX 315,333315.3k $9.3m $9.3m 1.18% Added +35.1k +35,106
51 FAMILY WEALTH PARTNERS, LLC 3.72% of their portfolio MATTHEWS, NC 315,038315.0k $9.3m $9.3m 3.72% Added +6.7k +6,707
52 Waverly Advisors, LLC 0.10% of their portfolio BIRMINGHAM, AL 309,918309.9k $9.1m $9.1m 0.10% Reduced -4.1k -4,095
53 CPA Asset Management Group, LLC 3.75% of their portfolio WEST PALM BEACH, FL 302,448302.4k $8.9m $8.9m 3.75% Reduced -4.9k -4,949
54 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 296,694296.7k $8.7m $8.7m 0.06% Added +32.1k +32,103
55 PBMares Wealth Management LLC 1.60% of their portfolio WILLIAMSBURG, VA 296,255296.3k $8.7m $8.7m 1.60% Added +12.5k +12,483
56 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 283,031283.0k $8.3m $8.3m 0.01% Reduced -146.0k -146,010
57 Oceanside Advisors LLC 5.38% of their portfolio MOUNT PLEASANT, SC 272,613272.6k $8.0m $8.0m 5.38% Reduced -207 -207
58 Dynamic Advisor Solutions LLC 0.25% of their portfolio PHOENIX, AZ 271,247271.2k $8.0m $8.0m 0.25% Added +1.3k +1,289
59 Timonier Family Office, LTD. 2.92% of their portfolio WINSTON SALEM, NC 265,197265.2k $7.8m $7.8m 2.92% Added +29.3k +29,278
60 LIBERTY WEALTH MANAGEMENT LLC 1.19% of their portfolio OAKLAND, CA 258,409258.4k $7.6m $7.6m 1.19% Reduced -13.8k -13,773
61 Brady Martz Wealth Solutions, LLC 1.47% of their portfolio GRAND FORKS, ND 257,652257.7k $7.6m $7.6m 1.47% Added +103.7k +103,667
62 FIDUCIARY FINANCIAL GROUP, LLC 1.29% of their portfolio SAN RAFAEL, CA 241,724241.7k $7.1m $7.1m 1.29% Added +13.5k +13,455
63 CLARIS ADVISORS, LLC / MO / 2.46% of their portfolio ST. LOUIS, MO 239,294239.3k $7.1m $7.1m 2.46% Reduced -3.5k -3,451
64 VOISARD ASSET MANAGEMENT GROUP, INC. 1.69% of their portfolio Grand Rapids, MI 222,066222.1k $6.5m $6.5m 1.69% Added +23.4k +23,370
65 CogentBlue Wealth Advisors, LLC 4.91% of their portfolio KNOXVILLE, TN 217,593217.6k $6.4m $6.4m 4.91% Reduced -1.3k -1,297
66 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3.84% of their portfolio South Miami, FL 214,950214.9k $6.3m $6.3m 3.84% Reduced -335 -335
67 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 201,288201.3k $5.9m $5.9m 0.01% Added +3.1k +3,124
68 Navigoe, LLC 4.45% of their portfolio REDONDO BEACH, CA 200,046200.0k $5.9m $5.9m 4.45% Added +80.7k +80,723
69 INTEGRITY ALLIANCE, LLC. 0.32% of their portfolio Urbandale, IA 199,066199.1k $5.9m $5.9m 0.32% Reduced -1.4k -1,388
70 Kaufman Rossin Wealth, LLC 3.57% of their portfolio Miami, FL 190,974191.0k $5.6m $5.6m 3.57% Added +21.0k +21,036
71 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 186,072186.1k $5.5m $5.5m 0.01% Reduced -26.0k -25,969
72 BetterWealth, LLC 1.30% of their portfolio SAN JOSE, CA 172,663172.7k $5.1m $5.1m 1.30% Reduced -4.2k -4,163
73 Meritas Wealth Management, LLC 2.77% of their portfolio SAN RAFAEL, CA 170,625170.6k $5.0m $5.0m 2.77% Added +9.5k +9,456
74 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 169,298169.3k $5.0m $5.0m 0.00% Added +49.4k +49,426
75 Chicago Partners Investment Group LLC 0.15% of their portfolio CHICAGO, IL 168,825168.8k $5.1m $5.1m 0.15% Added +4.8k +4,808
76 NORTHWEST WEALTH MANAGEMENT, LLC 0.88% of their portfolio SPENCER, IA 165,485165.5k $4.9m $4.9m 0.88% Added +4.6k +4,625
77 EverSource Wealth Advisors, LLC 0.22% of their portfolio BIRMINGHAM, AL 161,725161.7k $4.8m $4.8m 0.22% Added +58.1k +58,100
78 Wealth Advisors Northwest LLC 2.49% of their portfolio PORTLAND, OR 160,009160.0k $4.7m $4.7m 2.49% Added +196 +196
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 157,604157.6k $4.6m $4.6m 0.01% Added +146.1k +146,085
80 MASTER'S WEALTH MANAGEMENT INC. 2.09% of their portfolio LANCASTER, PA 151,974152.0k $4.5m $4.5m 2.09% Added +2.2k +2,239
81 Martin Worley Group 2.16% of their portfolio COTTONWOOD HEIGHTS, UT 149,782149.8k $4.4m $4.4m 2.16% Added +18.6k +18,584
82 Applied Capital LLC 1.89% of their portfolio LITTLE ROCK, AR 145,384145.4k $4.3m $4.3m 1.89% Reduced -589 -589
83 Waterfront Wealth Inc. 0.93% of their portfolio OVERLAND PARK, KS 141,280141.3k $4.2m $4.2m 0.93% Added +11.4k +11,417
84 Blue Oak Capital, LLC 2.15% of their portfolio MENLO PARK, CA 138,645138.6k $4.1m $4.1m 2.15% Reduced -42.6k -42,640
85 Binnacle Investments Inc 2.56% of their portfolio URBANDALE, IA 133,407133.4k $3.9m $3.9m 2.56% Added +2.9k +2,929
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 126,046126.0k $3.7m $3.7m 0.00% Reduced -5.4k -5,442
87 Foundation Wealth Management, LLC\PA 1.59% of their portfolio MEDIA, PA 124,502124.5k $3.7m $3.7m 1.59% Added +17.8k +17,838
88 Freedom Investment Management, Inc. 0.28% of their portfolio SOUTH WINDSOR, CT 119,800119.8k $3.5m $3.5m 0.28% Reduced -8.2k -8,243
89 Vestment Financial LLC 2.24% of their portfolio CHANHASSEN, MN 119,328119.3k $3.5m $3.5m 2.24% Added +8.1k +8,084
90 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 115,802115.8k $3.4m $3.4m 0.01% Reduced -47.4k -47,353
91 Disciplined Investments, LLC 1.41% of their portfolio TULSA, OK 112,834112.8k $3.3m $3.3m 1.41% Added +25.5k +25,519
92 Yeomans Consulting Group, Inc. 1.35% of their portfolio Marietta, GA 110,951111.0k $3.3m $3.3m 1.35% Added +4.8k +4,774
93 RAFFA WEALTH MANAGEMENT, LLC 0.65% of their portfolio WASHINGTON, DC 110,275110.3k $3.3m $3.3m 0.65% Reduced -4.1k -4,132
94 FLOW TRADERS U.S. LLC 0.12% of their portfolio NEW YORK, NY 110,156110.2k $3.2m $3.2m 0.12% New
95 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 105,561105.6k $3.1m $3.1m 0.03% Added +86.8k +86,778
96 Abel Hall, LLC 1.43% of their portfolio BATON ROUGE, LA 104,878104.9k $3.1m $3.1m 1.43% Reduced -3.4k -3,380
97 Archford Capital Strategies, LLC 0.37% of their portfolio SWANSEA, IL 98,34498.3k $2.9m $2.9m 0.37% Added +20.3k +20,288
98 Tortoise Investment Management, LLC 0.27% of their portfolio WHITE PLAINS, NY 97,37097.4k $2.9m $2.9m 0.27% Added +3.3k +3,270
99 Blue Trust, Inc. 0.03% of their portfolio BRENTWOOD, TN 97,29597.3k $2.9m $2.9m 0.03% Added +11.4k +11,406
100 HMV Wealth Advisors, LLC 1.87% of their portfolio SHREVEPORT, LA 96,59596.6k $2.8m $2.8m 1.87% Reduced -4.8k -4,805