DIHP — DIMENSIONAL ETF TRUST

Ownership history in FINANCIAL CONSULATE, INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC reported a position in DIMENSIONAL ETF TRUST (DIHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.17% (2025 Q4)
Avg. % of fund
5.03%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,195,150 +15,526 +1.3% 5.17% $37.8M $31.67
2025 Q3 ADDED 1,179,624 +347,006 +41.7% 5.06% $35.9M $30.28
2025 Q2 INITIATED 832,618 — — 4.85% $24.6M $29.26
% of Fund (quarterly)    DIHP price (monthly, adj. close)

Other funds also holding DIHP

As of 2025 Q4 — sorted by position size

SATOVSKY ASSET MANAGEMENT LLC 3Y 10.59% Planning Center, Inc. 3Y 6.0% GREAT OAK CAPITAL PARTNERS, LLC 5.53% Oceanside Advisors LLC 5.27% Grunden Financial Advisory, Inc. 5.08% High Probability Advisors, LLC 5.06% Envision Financial Planning, LLC 4.95% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 4.95% Clarius Group, LLC 3Y 7Y 4.93% Savant Capital, LLC 3Y 7Y 4.84%
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