DIHP institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding367
Shares held171,504,409
Reported value$5.9bn
Quarter flows37 new, 208 added, 78 trimmed, 29 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MERCER GLOBAL ADVISORS INC /ADV35,612,854$1.2bn1.5%
Savant Capital, LLC32,381,844$1.1bn3.2%
Focus Partners Wealth17,142,938$585.0m0.6%
Forum Financial Management, LP6,360,733$217.1m2.8%
Sequoia Financial Advisors, LLC5,261,652$179.6m0.9%
ENVESTNET ASSET MANAGEMENT INC4,738,498$161.7m0.0%
Focus Partners Advisor Solutions, LLC3,734,675$127.4m1.1%
Kestra Investment Management, LLC3,071,494$104.8m2.0%
Clearstead Advisors, LLC3,040,147$103.7m1.0%
BANK OF MONTREAL /CAN/2,806,609$95.8m0.0%
Aprio Wealth Management, LLC2,262,600$77.2m3.8%
Apella Capital, LLC2,097,924$71.6m1.0%
Modera Wealth Management, LLC2,068,448$70.6m0.8%
HighTower Advisors, LLC1,971,505$67.3m0.1%
Planning Center, Inc.1,864,060$63.6m6.0%
Foster Group, Inc.1,750,355$59.7m1.6%
SATOVSKY ASSET MANAGEMENT LLC1,719,319$58.7m9.4%
TCI Wealth Advisors, Inc.1,647,857$56.2m2.4%
ASSETMARK, INC1,546,186$52.8m0.1%
PARK AVENUE SECURITIES LLC1,374,007$46.9m0.3%
Corient Private Wealth LP1,323,056$45.1m0.1%
High Probability Advisors, LLC1,307,603$44.6m4.8%
FINANCIAL CONSULATE, INC1,301,772$44.4m5.1%
Petersen Hastings Wealth Advisors Inc.1,281,546$43.7m3.7%
JANE STREET GROUP, LLC1,015,572$34.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DIHP"). DIHP price history · All 13F data

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