DIHP — DIMENSIONAL ETF TRUST

Ownership history in Meredith Wealth Planning  ·  13 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning 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
5.04% (2025 Q1)
Avg. % of fund
3.86%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 489,427 +15,724 +3.3% 4.61% $15.5M $31.67
2025 Q3 ADDED 473,703 +38,404 +8.8% 4.56% $14.4M $30.28
2025 Q2 ADDED 435,299 +10,827 +2.6% 4.66% $12.8M $29.26
2025 Q1 ADDED 424,472 +16,977 +4.2% 5.04% $11.4M $26.44
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% FINANCIAL CONSULATE, INC 3Y 7Y 5.17% 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%
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