DIMENSIONAL ETF TRUST (DUHP)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
544
Reporting holders
$13.0B
Reported value
0.0%
Held as options
+23
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 | $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 |
| Corient Private Wealth LP | $236.5M | 5,666,894 | 0.15% | 15q | +50.9%+$79.8M |
| ENVESTNET ASSET MANAGEMENT INC | $171.3M | 4,104,606 | 0.04% | 17q | +12.2%+$18.7M |
| 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 |
| 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 |
| 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 |
| 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 |
| Integrated Wealth Concepts LLC | $37.5M | 897,545 | 0.18% | 14q | +68.9%+$15.3M |
| 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% | new | FIRST |
| 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 |
| 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 |
| Bridgewater Advisors Inc. | $22.8M | 548,221 | 1.24% | 17q | -43.3%-$17.4M |
| 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 |
| Private Advisor Group, LLC | $20.9M | 500,172 | 0.10% | 12q | +155.9%+$12.7M |
| NewEdge Advisors, LLC | $20.8M | 499,261 | 0.06% | 16q | +8.8%+$1.7M |
| MB Generational Wealth, LLC | $20.8M | 498,720 | 10.21% | 10q | -7.3%-$1.6M |
| OSAIC HOLDINGS, INC. | $20.3M | 485,589 | 0.02% | 17q | +12.7%+$2.3M |
| SCRATCH CAPITAL LLC | $20.2M | 483,926 | 10.02% | 7q | +9.4%+$1.7M |
Showing the largest 100 of 560 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 | 544 | $13.0B | 311,478,637 | 43 | 261 | 116 | 0.0% |
| Q1 2026 | 521 | $9.0B | 244,964,410 | 51 | 254 | 105 | 0.0% |
| Q4 2025 | 498 | $8.8B | 232,517,367 | 41 | 207 | 97 | 0.0% |
| Q3 2025 | 434 | $8.0B | 212,719,088 | 39 | 211 | 93 | 0.0% |
| Q2 2025 | 417 | $8.4B | 235,351,763 | 44 | 214 | 86 | 0.0% |
| Q1 2025 | 380 | $7.2B | 218,218,125 | 38 | 185 | 83 | 0.0% |
| Q4 2024 | 364 | $7.2B | 212,764,695 | 25 | 151 | 74 | 0.0% |
| Q3 2024 | 301 | $6.8B | 198,457,673 | 43 | 156 | 54 | 0.0% |
| Q2 2024 | 277 | $5.5B | 175,282,208 | 34 | 154 | 46 | 0.0% |
| Q1 2024 | 244 | $4.1B | 130,068,942 | 31 | 135 | 48 | 0.0% |
| Q4 2023 | 226 | $3.3B | 115,080,671 | 30 | 113 | 36 | 0.0% |
| Q3 2023 | 193 | $2.5B | 98,087,153 | 27 | 104 | 36 | 0.0% |
| Q2 2023 | 174 | $2.2B | 82,788,880 | 28 | 100 | 26 | 0.0% |
| Q1 2023 | 151 | $1.7B | 66,899,843 | 39 | 88 | 14 | 0.0% |
| Q4 2022 | 114 | $1.2B | 51,489,393 | 25 | 59 | 10 | 0.0% |
| Q3 2022 | 84 | $808.7M | 37,420,223 | 28 | 44 | 9 | 0.0% |
| Q2 2022 | 58 | $483.8M | 21,421,612 | 39 | 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% |