DIMENSIONAL ETF TRUST (DIHP)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
355
Reporting holders
$7.0B
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $2.4B | 70,982,166 | 1.50% | 16q | +119.5%+$1.3B |
| Savant Capital, LLC | $1.1B | 32,381,844 | 3.25% | 9q | +11.3%+$112.2M |
| Focus Partners Wealth | $585.0M | 17,142,938 | 0.60% | 8q | +10.4%+$55.2M |
| Forum Financial Management, LP | $217.1M | 6,360,733 | 2.79% | 17q | +1.6%+$3.5M |
| Sequoia Financial Advisors, LLC | $179.6M | 5,261,652 | 0.89% | 14q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $161.7M | 4,738,498 | 0.04% | 16q | +7.6%+$11.5M |
| Focus Partners Advisor Solutions, LLC | $127.4M | 3,734,675 | 1.08% | 12q | +18.7%+$20.1M |
| Kestra Investment Management, LLC | $104.8M | 3,071,494 | 2.03% | 5q | -40.2%-$70.5M |
| Clearstead Advisors, LLC | $103.7M | 3,040,147 | 0.98% | 2q | -45.0%-$84.9M |
| BANK OF MONTREAL /CAN/ | $95.8M | 2,806,609 | 0.03% | 17q | +4.6%+$4.3M |
| Corient Private Wealth LP | $90.3M | 2,646,474 | 0.06% | 15q | +96.1%+$44.3M |
| Aprio Wealth Management, LLC | $77.2M | 2,262,600 | 3.81% | 17q | -5.6%-$4.6M |
| Apella Capital, LLC | $71.6M | 2,097,924 | 1.01% | 7q | +4.9%+$3.4M |
| Modera Wealth Management, LLC | $70.6M | 2,068,448 | 0.75% | 7q | +12.0%+$7.5M |
| HighTower Advisors, LLC | $67.3M | 1,971,505 | 0.07% | 17q | HELD |
| Planning Center, Inc. | $63.6M | 1,864,060 | 6.00% | 15q | +2.0%+$1.3M |
| Foster Group, Inc. | $59.7M | 1,750,355 | 1.59% | 9q | +2.9%+$1.7M |
| SATOVSKY ASSET MANAGEMENT LLC | $58.7M | 1,719,319 | 9.35% | 17q | HELD |
| TCI Wealth Advisors, Inc. | $56.2M | 1,647,857 | 2.43% | 17q | +23.4%+$10.7M |
| ASSETMARK, INC | $52.8M | 1,546,186 | 0.09% | 10q | +120979.6%+$52.7M |
| High Probability Advisors, LLC | $44.6M | 1,307,603 | 4.77% | 17q | +7.0%+$2.9M |
| FINANCIAL CONSULATE, INC | $44.4M | 1,301,772 | 4.94% | 5q | +5.3%+$2.2M |
| Petersen Hastings Wealth Advisors Inc. | $43.7M | 1,281,546 | 3.67% | 3q | +1.5%+$633.6K |
| JANE STREET GROUP, LLC | $34.7M | 1,015,572 | 0.00% | 2q | -26.9%-$12.7M |
| Mariner, LLC | $34.6M | 1,013,239 | 0.04% | 12q | +26.8%+$7.3M |
| BANK OF AMERICA CORP /DE/ | $29.6M | 866,509 | 0.00% | 16q | +97.1%+$14.6M |
| Meredith Wealth Planning | $24.9M | 729,518 | 5.88% | 15q | +0.8%+$205.4K |
| GREAT OAK CAPITAL PARTNERS, LLC | $24.4M | 722,192 | 5.28% | 11q | +2.6%+$618.9K |
| DiNuzzo Private Wealth, Inc. | $21.9M | 642,789 | 2.17% | 11q | HELD |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $20.2M | 591,850 | 5.17% | 15q | +6.2%+$1.2M |
| Bridgewater Advisors Inc. | $18.3M | 527,312 | 1.00% | 17q | -3.2%-$603.1K |
| True Wealth Design, LLC | $17.0M | 498,488 | 4.05% | 15q | +8.6%+$1.3M |
| Wealth Architects, LLC | $16.7M | 490,409 | 1.32% | 2q | +189.5%+$11.0M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $16.5M | 482,643 | 2.34% | 11q | +0.9%+$139.0K |
| UBS Group AG | $16.1M | 472,730 | 0.00% | 16q | +7.2%+$1.1M |
| 25 LLC | $15.9M | 466,978 | 4.36% | 7q | +5.3%+$808.5K |
| Vestmark Advisory Solutions, Inc. | $15.9M | 465,818 | 0.15% | 14q | HELD |
| STOLZ & ASSOCIATES, PS | $15.7M | 459,924 | 9.80% | 3q | +7.6%+$1.1M |
| Three Arch Wealth Management LLC | $15.4M | 451,073 | 2.36% | 3q | +8.6%+$1.2M |
| Farther Finance Advisors, LLC | $15.3M | 447,338 | 0.12% | 14q | +9.0%+$1.3M |
| Beacon Pointe Advisors, LLC | $15.0M | 440,928 | 0.07% | 17q | +3.2%+$473.3K |
| Envision Financial Planning, LLC | $15.0M | 438,588 | 4.87% | 12q | +2.2%+$326.2K |
| Quadcap Wealth Management, LLC | $14.9M | 435,850 | 1.45% | 11q | +9.6%+$1.3M |
| Mills Wealth Advisors LLC | $14.2M | 415,841 | 4.47% | 15q | +4.4%+$601.5K |
| LPL Financial LLC | $14.0M | 410,217 | 0.00% | 14q | +11.5%+$1.4M |
| MENORA MIVTACHIM HOLDINGS LTD. | $13.0M | 379,557 | 0.05% | 4q | HELD |
| FAMILY WEALTH PARTNERS, LLC | $12.9M | 377,838 | 3.96% | 11q | +7.0%+$845.7K |
| Merit Financial Group, LLC | $12.9M | 377,072 | 0.04% | 2q | +146.4%+$7.6M |
| FIDUCIARY FINANCIAL GROUP, LLC | $12.0M | 350,601 | 1.36% | 9q | +11.3%+$1.2M |
| United Wealth Management, LLC | $11.8M | 346,764 | 2.66% | 7q | +1.5%+$175.2K |
| Brady Martz Wealth Solutions, LLC | $11.8M | 346,240 | 1.78% | 7q | +5.0%+$567.6K |
| Concurrent Investment Advisors, LLC | $11.2M | 328,395 | 0.10% | 2q | +2.2%+$237.6K |
| Discipline Wealth Solutions, LLC | $11.1M | 325,737 | 0.97% | 5q | -3.1%-$354.2K |
| Timonier Family Office, LTD. | $10.9M | 318,388 | 3.07% | 6q | HELD |
| Disciplined Investments, LLC | $10.9M | 318,128 | 1.75% | 10q | +120.1%+$5.9M |
| SAX WEALTH ADVISORS, LLC | $10.8M | 335,627 | 0.44% | 17q | -3.2%-$360.2K |
| CLARIS ADVISORS, LLC / MO / | $10.8M | 316,878 | 2.82% | 15q | +9.5%+$940.5K |
| Integrity Advisory Solutions, LLC | $10.7M | 313,491 | 1.10% | 4q | +8.4%+$826.9K |
| Oceanside Advisors LLC | $10.1M | 294,837 | 5.08% | 11q | +3.4%+$331.1K |
| AE Wealth Management LLC | $9.8M | 287,426 | 0.05% | 17q | +3.5%+$331.5K |
| Forvis Mazars Wealth Advisors, LLC | $9.6M | 280,196 | 0.16% | 17q | -16.5%-$1.9M |
| Kaufman Rossin Wealth, LLC | $9.3M | 273,513 | 4.41% | 7q | +14.4%+$1.2M |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $9.2M | 269,529 | 1.74% | 7q | +2.6%+$236.0K |
| Meritas Wealth Management, LLC | $9.1M | 265,453 | 3.54% | 11q | +13.7%+$1.1M |
| Savvy Advisors, Inc. | $8.3M | 243,952 | 0.18% | 4q | +5.0%+$397.8K |
| Keating Financial Advisory Services, Inc. | $8.3M | 242,411 | 1.09% | 3q | +15.7%+$1.1M |
| LIBERTY WEALTH MANAGEMENT LLC | $8.0M | 248,733 | 1.00% | 17q | HELD |
| Dynamic Advisor Solutions LLC | $7.9M | 231,917 | 0.22% | 15q | -2.2%-$175.5K |
| INTEGRITY ALLIANCE, LLC. | $7.9M | 230,650 | 0.25% | 6q | HELD |
| Emprise Bank | $7.9M | 230,056 | 2.89% | 4q | +30.8%+$1.8M |
| HMV Wealth Advisors, LLC | $7.7M | 226,320 | 3.01% | 7q | +16.6%+$1.1M |
| CogentBlue Wealth Advisors, LLC | $7.3M | 213,050 | 4.17% | 7q | -4.7%-$362.2K |
| Baird Financial Group, Inc. | $7.3M | 212,499 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $7.1M | 207,182 | 0.02% | 13q | +7.8%+$514.4K |
| Wealth Advisors Northwest LLC | $7.1M | 206,690 | 2.41% | 7q | +16.3%+$989.1K |
| NORTHWEST WEALTH MANAGEMENT, LLC | $7.0M | 205,217 | 0.92% | 17q | +5.5%+$363.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 201,010 | 0.01% | 17q | HELD |
| SeedSafe Financial LLC | $6.9M | 200,796 | 4.93% | 3q | +2.4%+$163.8K |
| NewEdge Advisors, LLC | $6.8M | 200,663 | 0.02% | 15q | +10.3%+$637.4K |
| Waverly Advisors, LLC | $6.7M | 196,162 | 0.04% | 13q | -7.5%-$539.0K |
| MB Generational Wealth, LLC | $6.5M | 191,803 | 3.21% | 10q | -5.0%-$345.2K |
| Chicago Partners Investment Group LLC | $6.5M | 193,872 | 0.13% | 17q | +8.4%+$503.8K |
| Foundation Wealth Management, LLC\PA | $6.5M | 189,520 | 1.95% | 7q | +8.9%+$529.3K |
| MASTER'S WEALTH MANAGEMENT INC. | $6.1M | 179,208 | 1.84% | 7q | +4.1%+$242.5K |
| Composition Wealth, LLC | $6.0M | 176,476 | 0.07% | 4q | +7.3%+$410.2K |
| Financial Engines Advisors L.L.C. | $6.0M | 174,666 | 0.01% | 10q | -8.2%-$535.4K |
| OSAIC HOLDINGS, INC. | $5.9M | 172,296 | 0.01% | 16q | +95.7%+$2.9M |
| Foundry Financial LLC | $5.8M | 170,606 | 1.96% | 3q | +13.5%+$690.4K |
| Quantinno Capital Management LP | $5.8M | 170,073 | 0.01% | 4q | +67.2%+$2.3M |
| RAFFA WEALTH MANAGEMENT, LLC | $5.8M | 168,499 | 0.72% | 14q | +18.2%+$885.8K |
| BetterWealth, LLC | $5.6M | 164,305 | 0.99% | 17q | HELD |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $5.5M | 162,388 | 2.82% | 7q | +1.9%+$105.8K |
| Applied Capital LLC | $5.5M | 160,776 | 1.77% | 17q | +5.3%+$277.8K |
| ROYAL BANK OF CANADA | $5.3M | 154,030 | 0.00% | 16q | +0.6%+$29.1K |
| Optimus Capital Advisors, LLC | $5.1M | 150,704 | 2.76% | new | FIRST |
| CIBC Bancorp USA Inc. | $5.1M | 150,000 | 0.01% | 2q | -28.6%-$2.0M |
| MML INVESTORS SERVICES, LLC | $4.9M | 143,419 | 0.01% | 13q | +19.9%+$812.6K |
| Vestment Financial LLC | $4.8M | 139,964 | 2.13% | 7q | +3.4%+$157.2K |
| TABLEAUX LLC | $4.7M | 139,118 | 2.00% | 7q | +11.8%+$500.4K |
| Waterfront Wealth Inc. | $4.7M | 137,777 | 0.73% | 15q | +0.8%+$35.2K |
Showing the largest 100 of 369 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 | 355 | $7.0B | 205,991,351 | 31 | 184 | 66 | 0.0% |
| Q1 2026 | 342 | $5.2B | 160,732,386 | 47 | 165 | 56 | 0.0% |
| Q4 2025 | 320 | $4.7B | 146,884,135 | 26 | 133 | 63 | 0.0% |
| Q3 2025 | 286 | $4.1B | 134,183,511 | 35 | 128 | 65 | 0.0% |
| Q2 2025 | 265 | $4.4B | 148,066,993 | 31 | 113 | 71 | 0.0% |
| Q1 2025 | 238 | $3.7B | 136,695,391 | 28 | 112 | 56 | 0.0% |
| Q4 2024 | 225 | $3.2B | 127,801,376 | 20 | 105 | 40 | 0.0% |
| Q3 2024 | 191 | $3.1B | 110,666,293 | 19 | 106 | 34 | 0.0% |
| Q2 2024 | 185 | $2.4B | 92,061,184 | 23 | 110 | 27 | 0.1% |
| Q1 2024 | 169 | $1.7B | 64,886,937 | 20 | 103 | 26 | 0.0% |
| Q4 2023 | 158 | $1.4B | 56,500,453 | 24 | 74 | 24 | 0.0% |
| Q3 2023 | 131 | $1.2B | 51,245,937 | 20 | 82 | 13 | 0.0% |
| Q2 2023 | 117 | $1.2B | 47,437,186 | 20 | 62 | 16 | 0.0% |
| Q1 2023 | 100 | $872.0M | 36,019,815 | 30 | 55 | 5 | 0.0% |
| Q4 2022 | 75 | $626.4M | 28,386,706 | 22 | 32 | 9 | 0.0% |
| Q3 2022 | 56 | $332.0M | 17,185,244 | 16 | 37 | 2 | 0.0% |
| Q2 2022 | 41 | $250.2M | 11,776,760 | 37 | 2 | 1 | 0.0% |
| Q1 2022 | 8 | $9.0M | 360,018 | 8 | 0 | 0 | 0.0% |