# DIMENSIONAL ETF TRUST (DUHP)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DUHP/

- Reporting holders: 563
- Reported value: $13.5B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $4.3B | 102,840,486 | 2.7% | 16 |
| [Focus Partners Wealth](https://holderbook.com/funds/1542153-focus-partners-wealth/) | $895.7M | 21,465,179 | 0.9% | 8 |
| [Forum Financial Management, LP](https://holderbook.com/funds/1911832-forum-financial-management-lp/) | $361.8M | 8,669,488 | 4.6% | 17 |
| [Pure Financial Advisors, LLC](https://holderbook.com/funds/1571556-pure-financial-advisors-llc/) | $344.5M | 8,256,614 | 4.4% | 14 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $342.6M | 8,209,212 | 0.0% | 17 |
| [Corient Private Wealth LP](https://holderbook.com/funds/1948780-corient-private-wealth-lp/) | $236.5M | 5,666,894 | 0.2% | 15 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $171.1M | 4,123,403 | 2.4% | 9 |
| [Focus Partners Advisor Solutions, LLC](https://holderbook.com/funds/1868872-focus-partners-advisor-solutions-llc/) | $160.7M | 3,851,505 | 1.4% | 15 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $150.8M | 3,613,141 | 0.6% | 17 |
| [TCI Wealth Advisors, Inc.](https://holderbook.com/funds/1583751-tci-wealth-advisors-inc/) | $140.0M | 3,354,088 | 6.1% | 18 |
| [Foster Group, Inc.](https://holderbook.com/funds/1841544-foster-group-inc/) | $131.2M | 3,144,475 | 3.5% | 10 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $128.5M | 3,078,885 | 0.2% | 10 |
| [Petersen Hastings Wealth Advisors Inc.](https://holderbook.com/funds/2109614-petersen-hastings-wealth-advisors-inc/) | $125.8M | 3,014,121 | 10.6% | 3 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $119.8M | 2,871,276 | 0.0% | 18 |
| [Alesco Advisors, LLC, An ESL Co](https://holderbook.com/funds/1269978-alesco-advisors-llc-an-esl-co/) | $111.4M | 2,668,836 | 2.6% | 11 |
| [PARK AVENUE SECURITIES LLC](https://holderbook.com/funds/1071640-park-avenue-securities-llc/) | $110.5M | 2,647,486 | 0.7% | 15 |
| [RW Investment Management LLC](https://holderbook.com/funds/1631627-rw-investment-management-llc/) | $110.4M | 2,644,596 | 9.7% | 7 |
| [Aprio Wealth Management, LLC](https://holderbook.com/funds/1803519-aprio-wealth-management-llc/) | $98.3M | 2,354,573 | 4.9% | 17 |
| [HB Wealth Management, LLC](https://holderbook.com/funds/1911253-hb-wealth-management-llc/) | $93.0M | 2,227,918 | 0.5% | 5 |
| [FINANCIAL CONSULATE, INC](https://holderbook.com/funds/1624510-financial-consulate-inc/) | $88.0M | 2,109,650 | 9.8% | 13 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $87.7M | 2,100,442 | 0.0% | 15 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $87.2M | 2,089,651 | 0.1% | 17 |
| [Beaird Harris Wealth Management, LLC](https://holderbook.com/funds/1908938-beaird-harris-wealth-management-llc/) | $85.4M | 2,047,480 | 5.4% | 9 |
| [Beacon Pointe Advisors, LLC](https://holderbook.com/funds/1744317-beacon-pointe-advisors-llc/) | $83.0M | 1,989,330 | 0.4% | 17 |
| [Savant Capital, LLC](https://holderbook.com/funds/1482880-savant-capital-llc/) | $81.5M | 1,938,510 | 0.2% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 563 | $13.5B |
| Q1 2026 | 538 | $9.3B |
| Q4 2025 | 512 | $9.1B |
| Q3 2025 | 451 | $8.2B |
| Q2 2025 | 435 | $8.6B |
| Q1 2025 | 394 | $7.4B |
| Q4 2024 | 381 | $7.5B |
| Q3 2024 | 315 | $6.9B |
| Q2 2024 | 290 | $5.7B |
| Q1 2024 | 259 | $5.1B |
| Q4 2023 | 239 | $4.0B |
| Q3 2023 | 207 | $3.1B |