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

DIMENSIONAL ETF TRUST

571 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·571 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$5.2B
visible holders
Holders
571
filers reporting
Concentration
34.74%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

571 institutions reported DUHP in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 34.7% 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
$1.8B48.7M2.65%Q1 202602
Focus Partners Wealth
CIK 0001542153
$734M19.3M0.84%Q4 202503
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
Apella Capital, LLC
CIK 0001801507
$171M4.1M2.42%Q2 202607
Allworth Financial LP
CIK 0001555170
$164M4.5M0.67%Q1 202608
Corient Private Wealth LLC
CIK 0001948780
$138M3.8M0.20%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$134M3.7M0.04%Q1 202610
Foster Group, Inc.
CIK 0001841544
$131M3.1M3.49%Q2 202611
Petersen Hastings Wealth Advisors Inc.
CIK 0002109614
$126M3.0M10.56%Q2 202612
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$121M3.3M1.22%Q1 202613
BANK OF MONTREAL /CAN/
CIK 0000927971
$100M2.7M0.04%Q1 202614
Clearstead Advisors, LLC
CIK 0000842775
$100M2.7M0.91%Q1 202615
Aprio Wealth Management, LLC
CIK 0001803519
$98M2.4M4.85%Q2 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
PARK AVENUE SECURITIES LLC
CIK 0001071640
$91M2.5M0.71%Q1 202620
FINANCIAL CONSULATE, INC
CIK 0001624510
$88M2.1M9.80%Q2 2026
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