13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DIHP

DIMENSIONAL ETF TRUST

403 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 25434V765·Exchange Traded Fund·403 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.8B
visible holders
Holders
403
filers reporting
Concentration
25.00%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

403 institutions reported DIHP in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 25.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1.2B35.4M1.51%Q2 202602
Savant Capital, LLC
CIK 0001482880
$1.1B32.4M3.25%Q2 202603
Focus Partners Wealth
CIK 0001542153
$585M17.1M0.60%Q2 202604
Forum Financial Management, LP
CIK 0001911832
$217M6.4M2.79%Q2 202605
Premier Financial Group
CIK 0001989061
$211M642K35.94%Q1 202606
Sequoia Financial Advisors, LLC
CIK 0001599900
$180M5.3M0.89%Q2 202607
Adero Partners, LLC
CIK 0001800593
$174M6.5M11.38%Q1 202508
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$162M4.7M0.04%Q2 202609
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$127M3.7M1.08%Q2 202610
Kestra Investment Management, LLC
CIK 0001962449
$105M3.1M2.03%Q2 202611
Clearstead Advisors, LLC
CIK 0000842775
$104M3.0M0.98%Q2 202612
BANK OF MONTREAL /CAN/
CIK 0000927971
$96M2.8M0.03%Q2 202613
Clarius Group, LLC
CIK 0001664214
$86M2.7M4.93%Q4 202514
Aprio Wealth Management, LLC
CIK 0001803519
$77M2.3M3.81%Q2 202615
Apella Capital, LLC
CIK 0001801507
$72M2.1M1.01%Q2 202616
Modera Wealth Management, LLC
CIK 0001542143
$71M2.1M0.75%Q2 202617
HighTower Advisors, LLC
CIK 0001462245
$67M2.0M0.07%Q2 202618
Planning Center, Inc.
CIK 0001910966
$64M1.9M6.00%Q2 202619
Foster Group, Inc.
CIK 0001841544
$60M1.8M1.59%Q2 202620
SATOVSKY ASSET MANAGEMENT LLC
CIK 0001807288
$59M1.7M9.35%Q2 2026
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