Security Name: DIMENSIONAL INTERNATIONAL HI
Ticker: DIHP
Security Type: OTHER
Exchange: US
CUSIP: 25434V765

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $2.45B - 190 -
2024-09-30 $3.09B +26.2% 196 +3.2%
2024-12-31 $2.75B -10.9% 169 -13.8%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ADERO PARTNERS, LLC $159.9M 6,336K 10.3%
SATOVSKY ASSET MANAGEMENT LLC $42.0M 1,665K 9.6%
ENVISION FINANCIAL PLANNING, LLC $9.7M 383K 5.0%
OCEANSIDE ADVISORS LLC $6.7M 265K 5.0%
COGENTBLUE WEALTH ADVISORS, LLC $5.3M 211K 4.7%
TRUE WEALTH DESIGN, LLC $12.0M 474K 4.6%
MEREDITH WEALTH PLANNING $10.3M 407K 4.6%
GRUNDEN FINANCIAL ADVISORY, INC. $9.2M 365K 4.5%
CARLSON CAPITAL MANAGEMENT $98.7M 3,912K 4.3%
MB GENERATIONAL WEALTH, LLC $5.1M 202K 3.8%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC $5.7M 224K 3.7%
VON BORSTEL & ASSOCIATES, INC. $9.2M 365K 3.6%
MILLS WEALTH ADVISORS LLC $6.3M 248K 3.6%
CPA ASSET MANAGEMENT LLC $7.6M 303K 3.6%
MERRIMAN WEALTH MANAGEMENT, LLC $79.9M 3,165K 3.3%
SAVANT CAPITAL, LLC $390.6M 15,481K 3.1%
WEALTH ADVISORS NORTHWEST LLC $4.0M 156K 2.7%
FORUM FINANCIAL MANAGEMENT, LP $154.3M 6,116K 2.6%
CLARIS ADVISORS, LLC / MO / $6.6M 260K 2.5%
UNITED WEALTH MANAGEMENT, LLC $7.3M 288K 2.5%
TIMONIER FAMILY OFFICE, LTD. $4.5M 176K 2.3%
VESTMENT FINANCIAL LLC $2.6M 103K 2.0%
MASTER'S WEALTH MANAGEMENT INC. $3.6M 143K 1.9%
MARTIN WORLEY GROUP $2.8M 112K 1.8%
MERCER GLOBAL ADVISORS INC /ADV $562.5M 22,293K 1.4%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
DEHP US DIMENSIONAL EMERGING MARKETS 0.115 7 61
DUHP US DIMENSIONAL US HIGH PROFI ET 0.091 25 276
DFGP US DIM GLOBAL CP FIXED INCOME 0.085 7 82
DISV US DIMENSIONAL INTERNATIONAL SM 0.073 17 233
DFEV US DIMENSIONAL EMERGING MARKETS 0.072 10 138
DFSU US DIMENSIONAL US SUS CORE1 ETF 0.063 9 143
DGCB US DIMENSIONAL GLOBAL CREDIT 0.063 3 48
DFEM US DIMENSIONAL EMERGING MARKETS 0.049 14 288
DUSB US DIMENSION ULTRASHORT FI ETF 0.045 3 67
DFSD US DIMENSIONAL SHORT DURATION 0.043 10 235
DFSI US DIMENSIONAL INT SUS COR1 ETF 0.042 5 120
AVES US AVANTIS EMERGING MARKETS VAL 0.041 4 97
DFSV US DIMENSIONAL US SMALL CAP VAL 0.041 12 293
DFGR US DIM GLOBAL REAL ESTATE ETF 0.041 7 171
DFNM US DIMENSIONAL NATIONAL MUNI BD 0.041 7 172
DFIC US DIMENSIONAL INTERNATIONAL CO 0.040 13 322
DFAR US DIMENSIONAL US REAL EST ETF 0.040 7 174
AVSU US AVANTIS RESP US EQUITY ETF 0.038 2 52
QVAL US ALPHA ARCH US QNT VALUE ETF 0.038 2 53
AVRE US AVANTIS REAL ESTATE ETF 0.034 3 88
VGSR US VERT GLB SUST RE ETF 0.034 2 59
DFIP US DIMENSIONAL INFLATION-PROTEC 0.033 3 90
DFAT US DIMENSIONAL US TARGET VALUE 0.032 16 500
DFCF US DIMENSIONAL CORE FIXED INC 0.032 9 284
DFLV US DIM US LARGE CAP VALUE ETF 0.030 6 197
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