13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
DIHP

DIMENSIONAL ETF TRUST

410 institutions still hold DIMENSIONAL ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V765·Exchange Traded Fund·410 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.3B
visible holders
Holders
410
filers reporting
Concentration
19.41%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q3 2026

410 institutions reported DIHP in Q3 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 19.4% 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
$1.2B35.6M1.50%Q2 202602
Savant Capital, LLC
CIK 0001482880
$1.2B36.0M3.47%Q3 202603
Focus Partners Wealth
CIK 0001542153
$620M18.4M0.64%Q3 202604
Forum Financial Management, LP
CIK 0001911832
$217M6.4M2.82%Q3 202605
Sequoia Financial Advisors, LLC
CIK 0001599900
$179M5.3M0.85%Q3 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$162M4.7M0.04%Q2 202607
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$136M4.0M1.09%Q3 202608
Clearstead Advisors, LLC
CIK 0000842775
$111M3.3M1.03%Q3 202609
Kestra Investment Management, LLC
CIK 0001962449
$107M3.2M2.03%Q3 202610
BANK OF MONTREAL /CAN/
CIK 0000927971
$97M2.9M0.03%Q3 202611
Clarius Group, LLC
CIK 0001664214
$86M2.7M4.93%Q4 202512
Modera Wealth Management, LLC
CIK 0001542143
$77M2.3M0.81%Q3 202613
Apella Capital, LLC
CIK 0001801507
$73M2.2M0.93%Q3 202614
HighTower Advisors, LLC
CIK 0001462245
$67M2.0M0.06%Q3 202615
Planning Center, Inc.
CIK 0001910966
$64M1.9M6.00%Q3 202616
Foster Group, Inc.
CIK 0001841544
$60M1.8M1.63%Q3 202617
SATOVSKY ASSET MANAGEMENT LLC
CIK 0001807288
$59M1.7M9.35%Q2 202618
ASSETMARK, INC
CIK 0001344551
$55M1.6M0.09%Q3 202619
TCI Wealth Advisors, Inc.
CIK 0001583751
$54M1.6M2.16%Q3 202620
Aprio Wealth Management, LLC
CIK 0001803519
$51M1.5M2.31%Q3 2026
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