DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DEHP)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
141
Reporting holders
$314.9M
Reported value
0.0%
Calls
0.0%
Puts
+15
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 |
|---|---|---|---|---|---|
| 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 |
| Vestmark Advisory Solutions, Inc. | $10.2M | 238,019 | 0.10% | 14q | HELD |
| von Borstel & Associates, Inc. | $9.5M | 223,277 | 1.96% | 8q | -8.6%-$895.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $8.5M | 198,248 | 0.01% | 2q | +85.3%+$3.9M |
| 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 |
| 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 |
| 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 |
| PARK AVENUE SECURITIES LLC | $4.1M | 96,149 | 0.03% | 8q | -9.0%-$406.3K |
| Wealth Advisors Northwest LLC | $4.1M | 95,493 | 1.39% | 7q | +6.1%+$234.8K |
| NewEdge Advisors, LLC | $4.0M | 93,795 | 0.01% | 15q | +3.4%+$131.8K |
| Integrated Wealth Concepts LLC | $4.0M | 92,909 | 0.03% | 14q | +1.4%+$55.1K |
| Foundry Financial LLC | $3.9M | 90,669 | 1.31% | 3q | +8.1%+$291.0K |
| Merit Financial Group, LLC | $3.8M | 89,788 | 0.02% | 2q | +19.1%+$614.6K |
| FISCHER INVESTMENT STRATEGIES, LLC | $3.8M | 88,719 | 1.81% | 3q | -11.4%-$489.4K |
| 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 |
| Betterment LLC | $2.7M | 62,846 | 0.00% | 14q | +4.4%+$113.7K |
| 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% | 3q | HELD |
| M Holdings Securities, Inc. | $607.0K | 14,350 | 0.08% | 5q | -52.4%-$669.2K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $476.0K | 11,152 | 0.00% | 4q | -27.6%-$181.9K |
| 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 |
Showing the largest 100 of 141 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 50 | $146.7M | 3,577,106 | 4 | 26 | 10 | 0.0% |
| Q2 2026 | 141 | $314.9M | 7,382,934 | 18 | 53 | 45 | 0.0% |
| Q1 2026 | 126 | $237.1M | 6,992,200 | 23 | 51 | 31 | 0.0% |
| Q4 2025 | 112 | $213.5M | 6,604,165 | 11 | 35 | 31 | 0.0% |
| Q3 2025 | 93 | $174.6M | 5,704,614 | 11 | 35 | 28 | 0.0% |
| Q2 2025 | 89 | $166.6M | 5,942,418 | 13 | 36 | 28 | 0.0% |
| Q1 2025 | 77 | $141.4M | 5,605,043 | 7 | 39 | 16 | 0.0% |
| Q4 2024 | 78 | $137.7M | 5,566,241 | 8 | 33 | 19 | 0.0% |
| Q3 2024 | 67 | $139.0M | 5,174,676 | 9 | 28 | 19 | 0.0% |
| Q2 2024 | 64 | $162.2M | 6,209,817 | 9 | 34 | 11 | 0.0% |
| Q1 2024 | 57 | $151.5M | 6,103,399 | 9 | 35 | 9 | 0.0% |
| Q4 2023 | 58 | $151.3M | 6,248,086 | 10 | 32 | 7 | 0.0% |
| Q3 2023 | 50 | $132.1M | 5,829,300 | 4 | 34 | 5 | 0.0% |
| Q2 2023 | 48 | $125.9M | 5,302,803 | 10 | 28 | 4 | 0.0% |
| Q1 2023 | 41 | $112.0M | 4,739,558 | 17 | 18 | 4 | 0.0% |
| Q4 2022 | 26 | $82.1M | 3,673,727 | 11 | 7 | 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% |