13F Insight
DOSSIER · 13F Holders · Q2 2026
DEHP

DIMENSIONAL ETF TRUST

148 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V757·148 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$189M
visible holders
Holders
148
filers reporting
Concentration
20.70%
Unison Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

148 institutions reported DEHP in Q2 2026. Unison Advisors LLC leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Unison Advisors LLC
CIK 0001695818
$39M913K2.72%Q2 202602
Three Arch Wealth Management LLC
CIK 0002109462
$26M615K4.04%Q2 202603
Beacon Pointe Advisors, LLC
CIK 0001744317
$15M342K0.07%Q2 202604
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$10M238K0.10%Q2 202605
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$8M198K0.01%Q2 202606
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$8M196K0.83%Q2 202607
von Borstel & Associates, Inc.
CIK 0002041065
$8M244K1.89%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M183K0.00%Q2 202609
United Wealth Management, LLC
CIK 0002055362
$7M168K1.62%Q2 202610
Farther Finance Advisors, LLC
CIK 0001992825
$7M154K0.05%Q2 202611
Integrity Advisory Solutions, LLC
CIK 0002057931
$6M146K0.64%Q2 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$6M145K0.03%Q2 202613
Mariner, LLC
CIK 0001373442
$6M133K0.01%Q2 202614
Quadcap Wealth Management, LLC
CIK 0002009674
$6M132K0.55%Q2 202615
Chicago Partners Investment Group LLC
CIK 0001563525
$6M140K0.11%Q2 202616
Fortress Wealth Management, Inc.
CIK 0001908099
$5M162K2.20%Q3 202517
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$4M105K0.14%Q2 202618
Meredith Wealth Planning
CIK 0001956471
$4M104K1.05%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M100K0.01%Q2 202620
Wealth Advisors Northwest LLC
CIK 0002053892
$4M95K1.39%Q2 2026
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