DIMENSIONAL ETF TRUST (DEHP)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
132
Reporting holders
$307.7M
Reported value
0.0%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Unison Advisors LLC | $39.0M | 912,565 | 2.72% | 17q | +0.6%+$227.5K |
| Three Arch Wealth Management LLC | $26.3M | 615,346 | 4.04% | 3q | +3.9%+$998.2K |
| Beacon Pointe Advisors, LLC | $14.6M | 341,655 | 0.07% | 17q | -4.8%-$730.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $12.9M | 300,464 | 0.01% | 2q | +180.9%+$8.3M |
| Vestmark Advisory Solutions, Inc. | $10.2M | 238,019 | 0.10% | 14q | HELD |
| DiNuzzo Private Wealth, Inc. | $8.4M | 195,801 | 0.83% | 11q | -8.2%-$752.4K |
| ENVESTNET ASSET MANAGEMENT INC | $7.8M | 182,687 | 0.00% | 13q | +9.0%+$647.8K |
| Merit Financial Group, LLC | $7.7M | 179,576 | 0.02% | 2q | +138.1%+$4.5M |
| United Wealth Management, LLC | $7.2M | 168,388 | 1.62% | 7q | -1.8%-$132.4K |
| Farther Finance Advisors, LLC | $6.6M | 154,330 | 0.05% | 14q | +14.5%+$836.9K |
| Integrity Advisory Solutions, LLC | $6.3M | 146,456 | 0.64% | 4q | +1.7%+$102.3K |
| Integrated Wealth Concepts LLC | $6.2M | 145,071 | 0.03% | 14q | +58.3%+$2.3M |
| JANE STREET GROUP, LLC | $6.0M | 140,838 | 0.00% | 2q | +161.4%+$3.7M |
| Mariner, LLC | $5.7M | 133,413 | 0.01% | 2q | +313.1%+$4.3M |
| Quadcap Wealth Management, LLC | $5.7M | 132,252 | 0.55% | 11q | -0.6%-$33.9K |
| Chicago Partners Investment Group LLC | $5.6M | 139,977 | 0.11% | 14q | +1.9%+$105.3K |
| INTEGRITY ALLIANCE, LLC. | $4.5M | 105,047 | 0.14% | 6q | -5.0%-$236.4K |
| Meredith Wealth Planning | $4.5M | 104,333 | 1.05% | 11q | -0.7%-$32.7K |
| OSAIC HOLDINGS, INC. | $4.3M | 99,612 | 0.01% | 16q | +73.0%+$1.8M |
| Wealth Advisors Northwest LLC | $4.1M | 95,493 | 1.39% | 7q | +6.1%+$234.8K |
| NewEdge Advisors, LLC | $4.0M | 93,795 | 0.01% | new | NEW |
| Foundry Financial LLC | $3.9M | 90,669 | 1.31% | 3q | +8.1%+$291.0K |
| FISCHER INVESTMENT STRATEGIES, LLC | $3.8M | 88,719 | 1.81% | 2q | -15.4%-$693.3K |
| BANK OF AMERICA CORP /DE/ | $3.7M | 87,132 | 0.00% | 12q | -3.7%-$144.0K |
| Capstone Wealth Management, Inc. | $3.3M | 79,009 | 2.47% | 3q | HELD |
| Mills Wealth Advisors LLC | $3.3M | 77,046 | 1.04% | 15q | -4.9%-$171.5K |
| Global Assets Advisory, LLC | $3.3M | 78,634 | 0.71% | new | NEW |
| OneDigital Investment Advisors LLC | $3.2M | 74,846 | 0.03% | 9q | +16.6%+$456.7K |
| Sequoia Financial Advisors, LLC | $3.1M | 73,487 | 0.02% | 14q | HELD |
| Savant Capital, LLC | $3.1M | 72,894 | 0.01% | 8q | +98.0%+$1.5M |
| TABLEAUX LLC | $3.0M | 69,091 | 1.24% | 7q | +12.0%+$316.5K |
| Evanson Financial, LLC | $2.9M | 68,525 | 0.14% | new | FIRST |
| LPL Financial LLC | $2.6M | 61,005 | 0.00% | 9q | HELD |
| Abel Hall, LLC | $2.4M | 56,410 | 0.42% | 11q | -1.5%-$36.3K |
| JPMORGAN CHASE & CO | $2.4M | 57,334 | 0.00% | 15q | -1.6%-$40.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.4M | 56,218 | 0.00% | 2q | HELD |
| Corus Family Wealth Advisors | $2.4M | 55,570 | 1.64% | 17q | +7.1%+$157.3K |
| SUMMIT WEALTH GROUP LLC / CO | $2.3M | 53,004 | 0.19% | 3q | -1.3%-$29.8K |
| Wealthspire Advisors, LLC | $2.2M | 50,449 | 0.01% | 8q | -3.5%-$79.4K |
| CSP Financial Group, LLC | $2.1M | 50,031 | 1.82% | 2q | +11.9%+$226.9K |
| Orion Porfolio Solutions, LLC | $2.0M | 47,510 | 0.02% | 6q | -1.9%-$40.3K |
| Applied Capital LLC | $2.0M | 47,335 | 0.65% | 16q | -10.8%-$246.3K |
| Tortoise Investment Management, LLC | $1.9M | 44,835 | 0.14% | 15q | -2.8%-$55.6K |
| HM PAYSON & CO | $1.8M | 43,152 | 0.02% | 10q | HELD |
| Kestra Advisory Services, LLC | $1.8M | 41,528 | 0.01% | 10q | +1.6%+$28.8K |
| UBS Group AG | $1.8M | 41,174 | 0.00% | 17q | +12.3%+$192.5K |
| GOLDMAN SACHS GROUP INC | $1.7M | 39,421 | 0.00% | 2q | -21.2%-$452.5K |
| RFG Advisory, LLC | $1.7M | 38,993 | 0.03% | 15q | -8.0%-$144.1K |
| Alpha Financial Advisors, LLC | $1.6M | 38,170 | 0.43% | 15q | -4.4%-$74.8K |
| Sollinda Capital Management LLC | $1.4M | 33,419 | 0.31% | 6q | +12.9%+$163.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 33,100 | 0.00% | 15q | -8.5%-$132.0K |
| Acorn Wealth Advisors, LLC | $1.3M | 31,056 | 0.32% | 7q | +5.0%+$63.1K |
| WorthPointe, LLC | $1.2M | 28,565 | 0.31% | 3q | -8.5%-$112.9K |
| Index Fund Advisors, Inc. | $1.2M | 28,529 | 0.05% | 3q | +10.2%+$113.0K |
| Envision Financial Planning, LLC | $1.2M | 28,359 | 0.39% | 5q | -4.4%-$55.3K |
| AA Financial Advisors, LLC | $1.2M | 28,156 | 0.14% | 2q | -6.8%-$87.9K |
| FORTERIS WEALTH MANAGEMENT INC. | $1.2M | 26,998 | 0.94% | 3q | +13.6%+$138.0K |
| BDFS Capital LLC | $1.1M | 26,492 | 0.49% | 3q | HELD |
| PINNEY & SCOFIELD, INC. | $1.0M | 23,602 | 0.49% | 7q | -5.2%-$55.5K |
| FSA WEALTH PARTNERS, INC. | $891.2K | 20,837 | 0.22% | new | NEW |
| TAGStone Capital, Inc. | $890.8K | 20,829 | 0.28% | 5q | +29.2%+$201.5K |
| Daner Wealth Management, LLC | $845.7K | 20,541 | 0.46% | 6q | +14.9%+$109.6K |
| SUTTON PLACE INVESTORS LLC | $775.8K | 18,139 | 0.38% | 7q | -9.9%-$84.9K |
| CITIGROUP INC | $759.7K | 17,763 | 0.00% | 8q | +64.1%+$296.9K |
| ROYAL BANK OF CANADA | $755.0K | 17,660 | 0.00% | 10q | +140.4%+$441.0K |
| HighTower Advisors, LLC | $740.3K | 17,308 | 0.00% | 13q | +5.5%+$38.7K |
| Kane Co Wealth Management, Inc. | $731.6K | 17,106 | 0.56% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $703.0K | 16,437 | 0.04% | 14q | +20.0%+$117.1K |
| Cerity Partners LLC | $702.8K | 16,431 | 0.00% | 2q | +3.3%+$22.2K |
| Two West Capital Advisors LLC | $697.0K | 17,915 | 0.35% | 9q | -7.6%-$57.7K |
| Savvy Advisors, Inc. | $691.8K | 16,176 | 0.01% | 3q | +82.9%+$313.6K |
| Vantage Point Financial LLC | $683.6K | 15,984 | 0.21% | 4q | +23.9%+$132.0K |
| Outbound Financial Inc | $633.7K | 14,816 | 0.41% | 5q | -9.0%-$62.5K |
| E-Wealth Partners, LLC | $625.4K | 14,622 | 0.45% | 2q | +16.3%+$87.8K |
| Apella Capital, LLC | $587.5K | 14,427 | 0.01% | new | NEW |
| MARYLAND CAPITAL ADVISORS INC. | $553.5K | 12,941 | 0.18% | 9q | -3.1%-$17.5K |
| Pacific Asset Management, LLC | $533.4K | 12,472 | 0.26% | 7q | HELD |
| Mission Hills Financial Advisory, LLC | $527.6K | 12,335 | 0.23% | new | NEW |
| WELLS FARGO & COMPANY/MN | $523.0K | 12,229 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $515.4K | 12,050 | 0.00% | 13q | +5.9%+$28.9K |
| Broadhurst Jeffrey B | $501.2K | 11,718 | 1.07% | 3q | -69.6%-$1.1M |
| FIRETHORN WEALTH PARTNERS, LLC | $495.1K | 11,575 | 0.16% | 11q | -4.8%-$24.9K |
| Rehmann Capital Advisory Group | $490.6K | 11,471 | 0.02% | 10q | -0.5%-$2.6K |
| Creative Planning | $471.3K | 11,019 | 0.00% | 2q | +2.1%+$9.6K |
| Everest Private Wealth | $449.2K | 10,502 | 0.17% | 2q | +42.7%+$134.5K |
| SIGNATUREFD, LLC | $445.6K | 10,419 | 0.01% | 3q | -8.8%-$43.2K |
| RCS Financial Planning, LLC | $443.0K | 10,357 | 0.21% | 15q | -7.5%-$35.9K |
| Brookstone Capital Management | $441.2K | 10,315 | 0.00% | 4q | +7.7%+$31.6K |
| OLD MISSION CAPITAL LLC | $430.2K | 10,058 | 0.01% | 3q | -94.5%-$7.4M |
| Washington Trust Advisors, Inc. | $385.9K | 9,023 | 0.03% | 4q | HELD |
| Vestment Financial LLC | $385.9K | 9,255 | 0.17% | 7q | HELD |
| Approach Retirement Advisors, LLC | $382.1K | 8,934 | 0.28% | 3q | -3.3%-$13.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $374.7K | 8,767 | 0.01% | 5q | +18.5%+$58.4K |
| Xcelsior Advisor Partners LLC | $373.5K | 8,732 | 0.05% | 3q | -0.5%-$2.1K |
| Arrowroot Family Office, LLC | $373.0K | 8,720 | 0.11% | 8q | HELD |
| Triad Wealth Partners, LLC | $361.5K | 9,179 | 0.02% | 2q | +32.4%+$88.5K |
| Global Financial Private Client, LLC | $361.1K | 8,442 | 0.10% | new | NEW |
| NWAM LLC | $359.9K | 8,414 | 0.02% | 4q | +9.1%+$30.1K |
| SAX WEALTH ADVISORS, LLC | $323.4K | 9,570 | 0.01% | 15q | HELD |
| SageView Advisory Group, LLC | $300.3K | 7,020 | 0.01% | 11q | -6.8%-$21.9K |
Showing the largest 100 of 140 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 132 | $307.7M | 7,215,794 | 17 | 51 | 41 | 0.0% |
| Q1 2026 | 116 | $214.7M | 6,329,951 | 22 | 48 | 27 | 0.0% |
| Q4 2025 | 106 | $198.3M | 6,132,640 | 10 | 33 | 30 | 0.0% |
| Q3 2025 | 87 | $159.1M | 5,211,302 | 10 | 33 | 27 | 0.0% |
| Q2 2025 | 84 | $153.7M | 5,481,511 | 12 | 34 | 26 | 0.0% |
| Q1 2025 | 73 | $129.4M | 5,128,425 | 7 | 35 | 16 | 0.0% |
| Q4 2024 | 73 | $128.2M | 5,182,384 | 7 | 29 | 19 | 0.0% |
| Q3 2024 | 63 | $131.3M | 4,885,832 | 8 | 26 | 19 | 0.0% |
| Q2 2024 | 59 | $146.2M | 5,596,958 | 8 | 31 | 10 | 0.0% |
| Q1 2024 | 53 | $134.3M | 5,413,068 | 9 | 32 | 8 | 0.0% |
| Q4 2023 | 53 | $131.9M | 5,448,916 | 10 | 28 | 6 | 0.0% |
| Q3 2023 | 44 | $113.0M | 4,986,270 | 2 | 30 | 5 | 0.0% |
| Q2 2023 | 44 | $110.8M | 4,665,923 | 10 | 25 | 4 | 0.0% |
| Q1 2023 | 35 | $96.1M | 4,066,595 | 14 | 17 | 3 | 0.0% |
| Q4 2022 | 22 | $70.7M | 3,163,780 | 7 | 6 | 4 | 0.0% |
| Q3 2022 | 13 | $40.2M | 1,981,958 | 5 | 5 | 2 | 0.0% |
| Q2 2022 | 7 | $4.5M | 193,922 | 7 | 0 | 0 | 0.0% |