DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DIHP)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
372
Reporting holders
$5.9B
Reported value
0.0%
Calls
0.0%
Puts
+13
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 | $1.2B | 35,612,854 | 1.50% | 16q | +10.2%+$112.0M |
| 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 |
| 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 | 0.06% | 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 |
| PARK AVENUE SECURITIES LLC | $46.9M | 1,374,007 | 0.29% | 15q | +7.8%+$3.4M |
| Corient Private Wealth LP | $45.1M | 1,323,056 | 0.06% | 15q | -1.9%-$894.7K |
| 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 |
| Premier Financial Group | $22.1M | 648,675 | 4.45% | 5q | +1.1%+$238.3K |
| 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 |
| von Borstel & Associates, Inc. | $17.3M | 505,800 | 3.54% | 8q | +4.3%+$719.4K |
| 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 |
| 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 |
| 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 |
| Navigoe, LLC | $9.5M | 278,019 | 4.96% | 7q | +5.0%+$450.0K |
| 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 | +5.5%+$354.2K |
| Waverly Advisors, LLC | $6.7M | 196,162 | 0.04% | 13q | -7.5%-$539.0K |
| MB Generational Wealth, LLC | $6.5M | 191,803 | 3.21% | 11q | -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 |
| Merit Financial Group, LLC | $6.4M | 188,536 | 0.04% | 2q | +23.2%+$1.2M |
| 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 |
| Disciplined Investments, LLC | $5.4M | 159,064 | 1.75% | 10q | +10.1%+$496.7K |
| 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% | 3q | +2.0%+$101.6K |
| CIBC Bancorp USA Inc. | $5.1M | 150,000 | 0.01% | 2q | -28.6%-$2.0M |
Showing the largest 100 of 372 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 | 143 | $1.1B | 33,652,976 | 6 | 74 | 31 | 0.0% |
| Q2 2026 | 372 | $5.9B | 172,161,152 | 33 | 194 | 69 | 0.0% |
| Q1 2026 | 359 | $5.3B | 163,639,671 | 49 | 171 | 61 | 0.0% |
| Q4 2025 | 332 | $4.7B | 149,415,364 | 27 | 139 | 63 | 0.0% |
| Q3 2025 | 297 | $4.2B | 136,513,362 | 37 | 134 | 66 | 0.0% |
| Q2 2025 | 275 | $4.4B | 150,479,190 | 33 | 117 | 75 | 0.0% |
| Q1 2025 | 245 | $3.7B | 138,620,406 | 27 | 118 | 58 | 0.0% |
| Q4 2024 | 235 | $3.3B | 129,385,680 | 23 | 110 | 42 | 0.0% |
| Q3 2024 | 197 | $3.1B | 111,953,350 | 19 | 111 | 35 | 0.0% |
| Q2 2024 | 192 | $2.5B | 93,496,107 | 22 | 117 | 27 | 0.0% |
| Q1 2024 | 176 | $2.2B | 80,672,222 | 20 | 109 | 27 | 0.0% |
| Q4 2023 | 167 | $1.7B | 68,065,257 | 23 | 80 | 27 | 0.0% |
| Q3 2023 | 141 | $1.4B | 61,327,461 | 21 | 91 | 13 | 0.0% |
| Q2 2023 | 124 | $1.4B | 55,310,804 | 22 | 66 | 18 | 0.0% |
| Q1 2023 | 107 | $975.5M | 40,298,062 | 33 | 58 | 7 | 0.0% |
| Q4 2022 | 81 | $677.8M | 30,714,181 | 23 | 35 | 11 | 0.0% |
| Q3 2022 | 55 | $12.3B | 643,316,486 | 15 | 37 | 2 | 0.0% |
| Q2 2022 | 41 | $9.7B | 453,435,659 | 37 | 2 | 1 | 0.0% |
| Q1 2022 | 8 | $9.0M | 360,018 | 8 | 0 | 0 | 0.0% |