DIMENSIONAL ETF TRUST (DUHP)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
563
Reporting holders
$13.5B
Reported value
0.0%
Calls
0.0%
Puts
+25
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $4.3B | 102,840,486 | 2.67% | 16q | +111.0%+$2.3B |
| Focus Partners Wealth | $895.7M | 21,465,179 | 0.92% | 8q | +5.3%+$45.0M |
| Forum Financial Management, LP | $361.8M | 8,669,488 | 4.65% | 17q | +2.5%+$8.8M |
| Pure Financial Advisors, LLC | $344.5M | 8,256,614 | 4.39% | 14q | +5.5%+$18.0M |
| ENVESTNET ASSET MANAGEMENT INC | $342.6M | 8,209,212 | 0.04% | 17q | +124.4%+$189.9M |
| Corient Private Wealth LP | $236.5M | 5,666,894 | 0.15% | 15q | +50.9%+$79.8M |
| Apella Capital, LLC | $171.1M | 4,123,403 | 2.42% | 9q | +5.9%+$9.6M |
| Focus Partners Advisor Solutions, LLC | $160.7M | 3,851,505 | 1.36% | 15q | +16.7%+$23.0M |
| Allworth Financial LP | $150.8M | 3,613,141 | 0.64% | 17q | -19.1%-$35.6M |
| TCI Wealth Advisors, Inc. | $140.0M | 3,354,088 | 6.06% | 18q | +33.3%+$35.0M |
| Foster Group, Inc. | $131.2M | 3,144,475 | 3.49% | 10q | +2.3%+$3.0M |
| ASSETMARK, INC | $128.5M | 3,078,885 | 0.22% | 10q | +89820.7%+$128.3M |
| Petersen Hastings Wealth Advisors Inc. | $125.8M | 3,014,121 | 10.56% | 3q | +1.8%+$2.3M |
| BANK OF MONTREAL /CAN/ | $119.8M | 2,871,276 | 0.04% | 18q | +5.1%+$5.8M |
| Alesco Advisors, LLC, An ESL Co | $111.4M | 2,668,836 | 2.55% | 11q | +1.5%+$1.6M |
| PARK AVENUE SECURITIES LLC | $110.5M | 2,647,486 | 0.69% | 15q | +6.8%+$7.0M |
| RW Investment Management LLC | $110.4M | 2,644,596 | 9.69% | 7q | +2.2%+$2.4M |
| Aprio Wealth Management, LLC | $98.3M | 2,354,573 | 4.85% | 17q | -4.1%-$4.3M |
| HB Wealth Management, LLC | $93.0M | 2,227,918 | 0.52% | 5q | +12.1%+$10.0M |
| FINANCIAL CONSULATE, INC | $88.0M | 2,109,650 | 9.80% | 13q | +3.5%+$3.0M |
| UBS Group AG | $87.7M | 2,100,442 | 0.01% | 15q | -2.2%-$2.0M |
| HighTower Advisors, LLC | $87.2M | 2,089,651 | 0.08% | 17q | -0.9%-$757.4K |
| Beaird Harris Wealth Management, LLC | $85.4M | 2,047,480 | 5.35% | 9q | -4.3%-$3.8M |
| Beacon Pointe Advisors, LLC | $83.0M | 1,989,330 | 0.39% | 17q | +5.5%+$4.3M |
| Savant Capital, LLC | $81.5M | 1,938,510 | 0.24% | 8q | +205.3%+$54.8M |
| Root Financial Partners, LLC | $79.0M | 1,893,297 | 3.07% | 14q | +43.1%+$23.8M |
| Pathstone Holdings, LLC | $77.1M | 1,847,579 | 0.22% | 11q | +3.3%+$2.4M |
| Vise Technologies, Inc. | $77.0M | 1,846,253 | 0.87% | 4q | +79.6%+$34.1M |
| RAYMOND JAMES FINANCIAL INC | $72.8M | 1,745,434 | 0.02% | 7q | +4.8%+$3.4M |
| Planning Center, Inc. | $69.8M | 1,673,148 | 6.59% | 15q | +1.3%+$873.1K |
| High Probability Advisors, LLC | $67.2M | 1,609,605 | 7.18% | 17q | +6.1%+$3.9M |
| BANK OF AMERICA CORP /DE/ | $62.6M | 1,499,680 | 0.00% | 14q | +5.2%+$3.1M |
| Integrated Wealth Concepts LLC | $60.2M | 1,442,569 | 0.17% | 14q | +171.4%+$38.0M |
| Bouchey Financial Group, Ltd. | $58.2M | 1,393,666 | 3.76% | 14q | -35.5%-$32.0M |
| Clearstead Advisors, LLC | $56.9M | 1,364,264 | 0.54% | 2q | -49.8%-$56.4M |
| SATOVSKY ASSET MANAGEMENT LLC | $56.1M | 1,344,748 | 8.95% | 17q | +2.5%+$1.4M |
| Retirement Solution LLC | $55.0M | 1,317,557 | 10.75% | 14q | HELD |
| Vestmark Advisory Solutions, Inc. | $54.7M | 1,310,344 | 0.51% | 14q | HELD |
| Leading Edge Financial Planning LLC | $53.7M | 1,286,243 | 9.56% | 15q | +7.2%+$3.6M |
| Symmetry Partners, LLC | $52.7M | 1,263,811 | 2.69% | 3q | -2.0%-$1.1M |
| DiNuzzo Private Wealth, Inc. | $51.6M | 1,236,979 | 5.11% | 11q | +1.0%+$499.0K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $50.8M | 1,218,192 | 7.23% | 11q | +2.4%+$1.2M |
| Burton Enright Welch | $49.9M | 1,194,965 | 5.86% | 13q | +7.3%+$3.4M |
| Meredith Wealth Planning | $49.6M | 1,189,266 | 11.71% | 15q | -0.9%-$432.2K |
| Millburn Ridgefield LLC /DE/ | $48.9M | 1,172,200 | 0.93% | 12q | HELD |
| Catalyst Capital Advisors LLC | $48.9M | 1,172,200 | 0.81% | 12q | HELD |
| Greenspring Advisors, LLC | $48.9M | 1,171,057 | 2.71% | 3q | +2.2%+$1.1M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $48.7M | 1,166,460 | 3.57% | 14q | -6.6%-$3.4M |
| Safeguard Investment Advisory Group, LLC | $48.6M | 1,164,049 | 11.22% | 15q | -5.4%-$2.8M |
| HARBOUR INVESTMENTS, INC. | $47.6M | 1,140,749 | 0.64% | 14q | +4.1%+$1.9M |
| Freedom Investment Management, Inc. | $46.9M | 1,124,058 | 13.06% | 11q | -5.2%-$2.6M |
| Chicago Partners Investment Group LLC | $46.2M | 1,118,988 | 0.92% | 18q | +2.4%+$1.1M |
| Fulton Bank, N.A. | $45.9M | 1,100,692 | 1.40% | 5q | +1.9%+$853.1K |
| Timonier Family Office, LTD. | $44.7M | 1,072,005 | 12.63% | 6q | +2.0%+$857.1K |
| GREAT OAK CAPITAL PARTNERS, LLC | $44.5M | 1,070,846 | 9.62% | 11q | +2.1%+$922.9K |
| Mariner, LLC | $42.7M | 1,024,210 | 0.04% | 15q | -22.5%-$12.4M |
| Cambridge Investment Research Advisors, Inc. | $41.1M | 985,552 | 0.05% | 16q | +184.6%+$26.7M |
| Farther Finance Advisors, LLC | $38.0M | 910,279 | 0.30% | 15q | +16.5%+$5.4M |
| OneDigital Investment Advisors LLC | $37.7M | 903,486 | 0.32% | 13q | -1.8%-$686.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $37.6M | 898,765 | 0.06% | 12q | -42.1%-$27.4M |
| Hippocratic Financial Advisors, LLC | $36.1M | 864,360 | 13.61% | 7q | +4.8%+$1.6M |
| Integrity Advisory Solutions, LLC | $36.0M | 863,227 | 3.71% | 4q | +11.9%+$3.8M |
| Woodward Financial Advisors, Inc. | $35.8M | 858,310 | 11.97% | 17q | +1.0%+$356.1K |
| Forvis Mazars Wealth Advisors, LLC | $35.6M | 853,116 | 0.59% | 17q | -12.6%-$5.1M |
| Baird Financial Group, Inc. | $35.5M | 850,842 | 0.05% | 11q | +1.9%+$661.1K |
| Sequoia Financial Advisors, LLC | $34.4M | 824,569 | 0.17% | 15q | +0.5%+$176.1K |
| United Wealth Management, LLC | $32.9M | 788,373 | 7.40% | 7q | +1.7%+$546.6K |
| True Wealth Design, LLC | $32.7M | 784,807 | 7.79% | 15q | +8.8%+$2.7M |
| GeoWealth Management, LLC | $32.7M | 783,936 | 1.03% | 10q | +3.0%+$938.9K |
| AE Wealth Management LLC | $32.5M | 779,090 | 0.15% | 17q | +4.6%+$1.4M |
| von Borstel & Associates, Inc. | $32.0M | 767,921 | 6.57% | 8q | +1.9%+$608.5K |
| STOLZ & ASSOCIATES, PS | $31.9M | 763,427 | 19.89% | 3q | +3.7%+$1.1M |
| LPL Financial LLC | $30.2M | 724,151 | 0.01% | 15q | +18.0%+$4.6M |
| LVZ, Inc. | $29.2M | 700,148 | 2.97% | 17q | +1.9%+$537.7K |
| WPWealth LLP | $29.0M | 695,197 | 4.30% | 6q | +3.7%+$1.0M |
| Discipline Wealth Solutions, LLC | $29.0M | 694,265 | 2.53% | 5q | -3.3%-$987.2K |
| Arlington Financial Advisors, LLC | $28.9M | 692,349 | 3.67% | 10q | +2.9%+$808.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $28.9M | 691,936 | 0.42% | 6q | +2.0%+$569.9K |
| CVA Family Office, LLC | $28.6M | 686,275 | 2.59% | 11q | +8.2%+$2.2M |
| Sterling Wealth Management, Inc. | $28.0M | 670,845 | 6.96% | 8q | +3.7%+$990.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $27.7M | 664,486 | 0.03% | 18q | +1.5%+$401.6K |
| JPMORGAN CHASE & CO | $26.8M | 647,840 | 0.00% | 15q | +0.9%+$237.1K |
| INTEGRITY ALLIANCE, LLC. | $26.7M | 639,416 | 0.83% | 6q | HELD |
| Three Arch Wealth Management LLC | $26.1M | 625,157 | 4.00% | 3q | +7.9%+$1.9M |
| LIBERTY WEALTH MANAGEMENT LLC | $25.8M | 701,173 | 3.22% | 17q | HELD |
| Lutz Financial Services LLC | $25.4M | 609,075 | 1.55% | 15q | +5.3%+$1.3M |
| MASTER'S WEALTH MANAGEMENT INC. | $25.1M | 602,549 | 7.57% | 7q | +3.1%+$760.4K |
| Elser Financial Planning, Inc | $24.6M | 589,420 | 1.07% | 2q | +4.9%+$1.1M |
| Oceanside Advisors LLC | $24.4M | 584,073 | 12.30% | 11q | +3.5%+$815.7K |
| SAX WEALTH ADVISORS, LLC | $24.3M | 661,497 | 0.99% | 17q | -6.4%-$1.7M |
| WCG Wealth Advisors LLC | $23.6M | 564,443 | 0.56% | 12q | +2.9%+$658.1K |
| Foundry Financial LLC | $23.3M | 557,469 | 7.83% | 3q | +12.5%+$2.6M |
| G2 CAPITAL MANAGEMENT, LLC / OH | $23.2M | 555,479 | 5.05% | 6q | +1.8%+$415.3K |
| Opus Capital Group, LLC | $22.9M | 549,188 | 2.22% | 10q | +1.8%+$407.9K |
| Bridgewater Advisors Inc. | $22.8M | 548,221 | 1.24% | 17q | -43.3%-$17.4M |
| Premier Financial Group | $22.5M | 538,358 | 4.52% | 5q | -1.1%-$256.6K |
| Midwest Heritage Bank, FSB | $22.3M | 533,313 | 6.31% | 18q | +1.0%+$229.1K |
| Tassel Capital Management, Inc. | $21.3M | 510,521 | 9.97% | 7q | +3.3%+$675.2K |
| LEGACY FINANCIAL GROUP, INC. | $21.3M | 509,323 | 4.96% | 15q | +1.7%+$357.0K |
| Mills Wealth Advisors LLC | $21.0M | 502,699 | 6.61% | 15q | -1.4%-$292.3K |
Showing the largest 100 of 563 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 | 563 | $13.5B | 322,624,783 | 46 | 273 | 119 | 0.0% |
| Q1 2026 | 538 | $9.3B | 251,069,103 | 53 | 265 | 105 | 0.0% |
| Q4 2025 | 512 | $9.1B | 237,967,892 | 41 | 218 | 98 | 0.0% |
| Q3 2025 | 451 | $8.2B | 218,293,295 | 42 | 221 | 96 | 0.0% |
| Q2 2025 | 435 | $8.6B | 240,834,730 | 48 | 223 | 91 | 0.0% |
| Q1 2025 | 394 | $7.4B | 223,615,325 | 38 | 195 | 85 | 0.0% |
| Q4 2024 | 381 | $7.5B | 217,772,101 | 27 | 161 | 74 | 0.0% |
| Q3 2024 | 315 | $6.9B | 203,363,505 | 46 | 164 | 55 | 0.0% |
| Q2 2024 | 290 | $5.7B | 181,178,811 | 37 | 162 | 47 | 0.0% |
| Q1 2024 | 259 | $5.1B | 161,416,733 | 36 | 143 | 50 | 0.0% |
| Q4 2023 | 239 | $4.0B | 138,731,273 | 31 | 122 | 38 | 0.0% |
| Q3 2023 | 207 | $3.1B | 118,957,549 | 30 | 114 | 37 | 0.0% |
| Q2 2023 | 185 | $2.6B | 99,618,749 | 31 | 107 | 27 | 0.0% |
| Q1 2023 | 163 | $1.9B | 75,308,398 | 42 | 95 | 15 | 0.0% |
| Q4 2022 | 129 | $1.3B | 56,128,692 | 31 | 68 | 10 | 0.0% |
| Q3 2022 | 85 | $819.2M | 37,909,242 | 28 | 45 | 9 | 0.0% |
| Q2 2022 | 59 | $493.0M | 21,829,365 | 40 | 14 | 1 | 0.0% |
| Q1 2022 | 21 | $162.8M | 6,087,961 | 21 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $1.4M | 36,248 | 0 | 0 | 0 | 0.0% |