13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
DIHP

DIMENSIONAL ETF TRUST

383 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 25434V765·Exchange Traded Fund·383 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.4%
vs prior quarter
13F value held
$4.4B
73.0% inst. owned
of float
Holders
383
+16 QoQ
filers reporting
Activity
+34 / −15
+857 added · −752 reduced
this quarter
Concentration
23.61%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

383 institutions reported DIHP in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 23.6% of the visible book. +16 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1.0B32.3M1.54%Q1 202602
Savant Capital, LLC
CIK 0001482880
$937M29.1M4.53%Q1 202603
Focus Partners Wealth
CIK 0001542153
$459M14.5M0.52%Q4 202504
Premier Financial Group
CIK 0001989061
$211M642K35.94%Q1 202605
Forum Financial Management, LP
CIK 0001911832
$202M6.3M2.85%Q1 202606
Clearstead Advisors, LLC
CIK 0000842775
$178M5.5M1.63%Q1 202607
Adero Partners, LLC
CIK 0001800593
$174M6.5M11.38%Q1 202508
Sequoia Financial Advisors, LLC
CIK 0001599900
$170M5.3M0.95%Q1 202609
Kestra Investment Management, LLC
CIK 0001962449
$166M5.1M2.85%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$142M4.4M0.04%Q1 202611
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$101M3.1M1.02%Q1 202612
BANK OF MONTREAL /CAN/
CIK 0000927971
$86M2.7M0.03%Q1 202613
Clarius Group, LLC
CIK 0001664214
$86M2.7M4.93%Q4 202514
Merriman Wealth Management, LLC
CIK 0001568389
$80M3.2M3.33%Q4 202415
Aprio Wealth Management, LLC
CIK 0001803519
$77M2.4M4.22%Q1 202616
Apella Capital, LLC
CIK 0001801507
$69M2.0M1.02%Q1 202617
HighTower Advisors, LLC
CIK 0001462245
$63M2.0M0.07%Q1 202618
Planning Center, Inc.
CIK 0001910966
$59M1.8M5.96%Q1 202619
SATOVSKY ASSET MANAGEMENT LLC
CIK 0001807288
$55M1.7M9.75%Q1 202620
Foster Group, Inc.
CIK 0001841544
$55M1.7M1.63%Q1 2026
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