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

DIMENSIONAL ETF TRUST

588 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 25434V831·Exchange Traded Fund·588 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.8B
visible holders
Holders
588
filers reporting
Concentration
36.60%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

588 institutions reported DUHP in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 36.6% 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
$2.1B51.2M2.67%Q2 202602
Focus Partners Wealth
CIK 0001542153
$896M21.5M0.92%Q2 202603
Forum Financial Management, LP
CIK 0001911832
$362M8.7M4.65%Q2 202604
Pure Financial Advisors, LLC
CIK 0001571556
$288M7.8M4.13%Q1 202605
Adero Partners, LLC
CIK 0001800593
$234M7.0M15.28%Q1 202506
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$171M4.1M0.04%Q2 202607
Apella Capital, LLC
CIK 0001801507
$171M4.1M2.42%Q2 202608
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$161M3.9M1.36%Q2 202609
Allworth Financial LP
CIK 0001555170
$151M3.6M0.64%Q2 202610
TCI Wealth Advisors, Inc.
CIK 0001583751
$140M3.4M6.06%Q2 202611
Foster Group, Inc.
CIK 0001841544
$131M3.1M3.49%Q2 202612
ASSETMARK, INC
CIK 0001344551
$128M3.1M0.22%Q2 202613
Petersen Hastings Wealth Advisors Inc.
CIK 0002109614
$126M3.0M10.56%Q2 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$120M2.9M0.04%Q2 202615
Corient Private Wealth LLC
CIK 0001948780
$118M2.8M0.15%Q2 202616
ALESCO ADVISORS LLC
CIK 0001269978
$111M2.7M2.55%Q2 202617
RW Investment Management LLC
CIK 0001631627
$110M2.6M9.69%Q2 202618
Aprio Wealth Management, LLC
CIK 0001803519
$98M2.4M4.85%Q2 202619
HB Wealth Management, LLC
CIK 0001911253
$93M2.2M0.52%Q2 202620
PARK AVENUE SECURITIES LLC
CIK 0001071640
$91M2.5M0.71%Q1 2026
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