13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
DEHP

DIMENSIONAL ETF TRUST

133 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V757·133 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$144M
69.0% inst. owned
of float
Holders
133
-69 QoQ
filers reporting
Activity
+78 / −27
+853 added · −669 reduced
this quarter
Concentration
21.34%
Unison Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

133 institutions reported DEHP in Q1 2026. Unison Advisors LLC leads at 21.3% of the visible book. -69 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Unison Advisors LLC
CIK 0001695818
$31M907K2.33%Q1 202602
Three Arch Wealth Management LLC
CIK 0002109462
$20M592K3.60%Q1 202603
Beacon Pointe Advisors, LLC
CIK 0001744317
$12M359K0.06%Q1 202604
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$8M238K0.09%Q1 202605
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$7M213K0.78%Q1 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$6M183K0.10%Q1 202607
United Wealth Management, LLC
CIK 0002055362
$6M171K1.44%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M168K0.00%Q1 202609
Chicago Partners Investment Group LLC
CIK 0001563525
$5M137K0.12%Q1 202610
Fortress Wealth Management, Inc.
CIK 0001908099
$5M162K2.20%Q3 202511
Integrity Advisory Solutions, LLC
CIK 0002057931
$5M144K0.64%Q1 202612
Farther Finance Advisors, LLC
CIK 0001992825
$5M135K0.04%Q1 202613
Quadcap Wealth Management, LLC
CIK 0002009674
$4M133K0.51%Q1 202614
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$4M111K0.14%Q1 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$4M107K0.01%Q1 202616
Meredith Wealth Planning
CIK 0001956471
$4M105K0.96%Q1 202617
SB Capital Management Inc
CIK 0001302815
$3M105K1.24%Q4 202518
FISCHER INVESTMENT STRATEGIES, LLC
CIK 0001977444
$3M100K1.97%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$3M92K0.02%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$3M91K0.01%Q1 2026
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