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

DIMENSIONAL ETF TRUST

140 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 25434V757·140 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$165M
visible holders
Holders
140
filers reporting
Concentration
23.68%
Unison Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

140 institutions reported DEHP in Q2 2026. Unison Advisors LLC leads at 23.7% 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
$20M592K3.60%Q1 202603
Beacon Pointe Advisors, LLC
CIK 0001744317
$12M359K0.06%Q1 202604
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$8M196K0.83%Q2 202605
von Borstel & Associates, Inc.
CIK 0002041065
$8M244K1.89%Q1 202606
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$8M238K0.09%Q1 202607
United Wealth Management, LLC
CIK 0002055362
$7M168K1.62%Q2 202608
Farther Finance Advisors, LLC
CIK 0001992825
$7M154K0.05%Q2 202609
OLD MISSION CAPITAL LLC
CIK 0001455915
$6M183K0.10%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M168K0.00%Q1 202611
Chicago Partners Investment Group LLC
CIK 0001563525
$5M137K0.12%Q1 202612
Fortress Wealth Management, Inc.
CIK 0001908099
$5M162K2.20%Q3 202513
Integrity Advisory Solutions, LLC
CIK 0002057931
$5M144K0.64%Q1 202614
Quadcap Wealth Management, LLC
CIK 0002009674
$4M133K0.51%Q1 202615
Meredith Wealth Planning
CIK 0001956471
$4M104K1.05%Q2 202616
Wealth Advisors Northwest LLC
CIK 0002053892
$4M95K1.39%Q2 202617
Foundry Financial LLC
CIK 0002085325
$4M91K1.31%Q2 202618
Merit Financial Group, LLC
CIK 0001621225
$4M90K0.02%Q2 202619
FISCHER INVESTMENT STRATEGIES, LLC
CIK 0001977444
$4M89K1.81%Q2 202620
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$4M111K0.14%Q1 2026
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