13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
DUHP

DIMENSIONAL ETF TRUST

569 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 25434V831·Exchange Traded Fund·569 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$5.2B
78.0% inst. owned
of float
Holders
569
+53 QoQ
filers reporting
Activity
+97 / −10
+856 added · −896 reduced
this quarter
Concentration
34.29%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

569 institutions reported DUHP in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 34.3% of the visible book. +53 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
$1.8B48.7M2.65%Q1 202602
Focus Partners Wealth
CIK 0001542153
$734M19.3M0.84%Q4 202503
Forum Financial Management, LP
CIK 0001911832
$311M8.5M4.40%Q1 202604
Pure Financial Advisors, LLC
CIK 0001571556
$288M7.8M4.13%Q1 202605
Merriman Wealth Management, LLC
CIK 0001568389
$275M8.1M11.46%Q4 202406
Adero Partners, LLC
CIK 0001800593
$234M7.0M15.28%Q1 202507
Allworth Financial LP
CIK 0001555170
$164M4.5M0.67%Q1 202608
Apella Capital, LLC
CIK 0001801507
$153M3.9M2.28%Q1 202609
Corient Private Wealth LLC
CIK 0001948780
$138M3.8M0.20%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$134M3.7M0.04%Q1 202611
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$121M3.3M1.22%Q1 202612
Foster Group, Inc.
CIK 0001841544
$113M3.1M3.36%Q1 202613
Petersen Hastings Wealth Advisors Inc.
CIK 0002109614
$109M2.9M10.45%Q4 202514
BANK OF MONTREAL /CAN/
CIK 0000927971
$100M2.7M0.04%Q1 202615
Clearstead Advisors, LLC
CIK 0000842775
$100M2.7M0.91%Q1 202616
ALESCO ADVISORS LLC
CIK 0001269978
$97M2.6M2.47%Q1 202617
RW Investment Management LLC
CIK 0001631627
$95M2.6M9.21%Q1 202618
TCI Wealth Advisors, Inc.
CIK 0001583751
$92M2.5M4.91%Q1 202619
Aprio Wealth Management, LLC
CIK 0001803519
$90M2.5M4.93%Q1 202620
Bouchey Financial Group Ltd
CIK 0001599054
$82M2.2M6.04%Q1 2026
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