Dimensional ETF Trust - DEHP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Unison Advisors LLC | History | Added to | 899,007 | 28,992 | 2.53% | 2.49% | 1 | +4,201 | 0.47% | Q4 2025 | Jan 21, 2026 |
| Three Arch Wealth Management LLC | History | New | 583,089 | 18,804 | 3.52% | — | 2 | +583,089 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 370,177 | 11,938 | 0.08% | 0.1% | 3 | -3,507 | -0.94% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 286,291 | 9,232 | 0.17% | 0.18% | 4 | -1,969 | -0.68% | Q4 2025 | Feb 03, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 264,111 | 8,517 | 2.0% | 1.33% | 5 | -4,114 | -1.53% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 230,153 | 7,422 | 0.1% | 0.13% | 6 | -325 | -0.14% | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 217,678 | 7,020 | 0.76% | 0.78% | 7 | -18,581 | -7.86% | Q4 2025 | Jan 16, 2026 |
| United Wealth Management, LLC | History | Added to | 168,497 | 5,434 | 1.41% | 1.36% | 8 | +4,848 | 2.96% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 167,197 | 5,392 | 0.06% | 0.0% | 9 | +165,849 | 12303.34% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 152,080 | 4,904 | 0.0% | 0.0% | 10 | -1,169 | -0.76% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 136,942 | 4,762 | 0.12% | 0.11% | 11 | -327 | -0.24% | Q4 2025 | Jan 28, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 138,338 | 4,461 | 0.64% | 0.62% | 12 | +11,984 | 9.48% | Q4 2025 | Feb 09, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 131,243 | 4,232 | 0.48% | 0.48% | 13 | -2,285 | -1.71% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 110,638 | 3,568 | 0.13% | 0.15% | 14 | +7,181 | 6.94% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 106,306 | 3,428 | 0.03% | 0.02% | 15 | +16,522 | 18.4% | Q4 2025 | Jan 05, 2026 |
| SB Capital Management Inc | History | New | 105,035 | 3,387 | 1.24% | — | 16 | +105,035 | New | Q4 2025 | Feb 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 104,928 | 3,383 | 1.97% | — | 17 | +104,928 | New | Q4 2025 | Jan 28, 2026 |
| Meredith Wealth Planning | History | Added to | 103,516 | 3,338 | 0.99% | 0.96% | 18 | +3,870 | 3.88% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 97,420 | 3,141 | 0.01% | 0.02% | 19 | -41,810 | -30.03% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 96,461 | 3,112 | 0.0% | 0.0% | 20 | +19,133 | 24.74% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 92,516 | 2,983 | 1.32% | 1.26% | 21 | +7,064 | 8.27% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 76,643 | 2,471 | 0.01% | 0.01% | 22 | -2,220 | -2.82% | Q4 2025 | Feb 03, 2026 |
| Foundry Financial LLC | History | New | 70,802 | 2,283 | 1.2% | — | 23 | +70,802 | New | Q4 2025 | Feb 17, 2026 |
| Capstone Wealth Management, Inc. | History | New | 66,816 | 2,203 | 1.93% | — | 24 | +66,816 | New | Q4 2025 | Feb 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 63,061 | 2,033 | 0.02% | 0.01% | 25 | -18,731 | -22.9% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 60,208 | 1,941 | 0.02% | 0.01% | 26 | +14,265 | 31.05% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 59,801 | 1,928 | 0.0% | 0.0% | 27 | -1,843 | -2.99% | Q4 2025 | Feb 11, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 58,722 | 1,893 | 0.55% | 0.61% | 28 | +943 | 1.63% | Q4 2025 | Jan 07, 2026 |
| Abel Hall, LLC | History | Reduced | 58,453 | 1,885 | 0.44% | 0.75% | 29 | -2,624 | -4.3% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 58,233 | 1,878 | 0.0% | 0.0% | 30 | +114 | 0.2% | Q4 2025 | Feb 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 57,792 | 1,863 | 0.25% | — | 31 | +57,792 | New | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 57,342 | 1,849 | 0.02% | 0.02% | 32 | -29,387 | -33.88% | Q4 2025 | Feb 13, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 56,972 | 1,837 | 0.72% | 0.65% | 33 | +4,541 | 8.66% | Q4 2025 | Jan 27, 2026 |
| Applied Capital LLC | History | Reduced | 55,548 | 1,791 | 0.69% | 0.71% | 34 | -1,894 | -3.3% | Q4 2025 | Jan 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,879 | 1,705 | 0.0% | 0.0% | 35 | +4,160 | 8.54% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 51,072 | 1,647 | 0.01% | 0.01% | 36 | +168 | 0.33% | Q4 2025 | Feb 12, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 48,785 | 1,573 | 0.48% | 0.56% | 37 | -3,022 | -5.83% | Q4 2025 | Jan 20, 2026 |
| Corus Family Wealth Advisors | History | Added to | 47,691 | 1,538 | 1.23% | 0.96% | 38 | +5,097 | 11.97% | Q4 2025 | Feb 04, 2026 |
| TABLEAUX LLC | History | Reduced | 41,771 | 1,407 | 1.0% | 1.02% | 39 | -41,543 | -49.86% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 43,325 | 1,397 | 0.12% | 0.11% | 40 | +1,960 | 4.74% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 40,839 | 1,317 | 0.07% | 0.07% | 41 | +7 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,506 | 1,241 | 0.01% | 0.01% | 42 | +894 | 2.38% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 35,909 | 1,158 | 0.01% | 0.01% | 43 | +123 | 0.34% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,484 | 1,144 | 0.0% | 0.0% | 44 | -224 | -0.63% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 35,461 | 1,143 | 0.0% | 0.0% | 45 | +1,170 | 3.41% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 33,892 | 1,093 | 0.02% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 32,656 | 1,053 | 0.02% | 0.02% | 47 | +1,374 | 4.39% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | No change | 30,428 | 981 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| M Holdings Securities, Inc. | History | No change | 30,171 | 973 | 0.07% | 0.19% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Envision Financial Planning, LLC | History | No change | 29,651 | 956 | 0.36% | 0.38% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WorthPointe, LLC | History | New | 29,574 | 953 | 0.25% | — | 51 | +29,574 | New | Q4 2025 | Jan 26, 2026 |
| Sollinda Capital Management LLC | History | Added to | 27,337 | 881 | 0.23% | 0.15% | 52 | +8,910 | 48.35% | Q4 2025 | Jan 15, 2026 |
| BDFS Capital LLC | History | New | 25,234 | 813 | 0.41% | — | 53 | +25,234 | New | Q4 2025 | Feb 26, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 24,970 | 805 | 0.24% | 0.15% | 54 | +9,767 | 64.24% | Q4 2025 | Feb 10, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 24,736 | 797 | 0.45% | 0.31% | 55 | +8,489 | 52.25% | Q4 2025 | Feb 13, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 23,241 | 749 | 0.74% | — | 56 | +23,241 | New | Q4 2025 | Jan 26, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 20,359 | 656 | 0.36% | 0.34% | 57 | +886 | 4.55% | Q4 2025 | Jan 21, 2026 |
| Two West Capital Advisors LLC | History | Added to | 19,493 | 628 | 0.37% | 0.37% | 58 | +145 | 0.75% | Q4 2025 | Jan 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 15,834 | 510 | 0.45% | — | 59 | +15,834 | New | Q4 2025 | Feb 05, 2026 |
| TAGStone Capital, Inc. | History | Added to | 14,263 | 459 | 0.17% | 0.12% | 60 | +4,156 | 41.12% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | Added to | 14,117 | 455 | 0.03% | 0.03% | 61 | +70 | 0.5% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Added to | 14,064 | 453 | 0.0% | 0.0% | 62 | +719 | 5.39% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,653 | 440 | 0.03% | 0.02% | 63 | +5,840 | 74.75% | Q4 2025 | Jan 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 13,349 | 430 | 0.15% | 0.13% | 64 | +1,116 | 9.12% | Q4 2025 | Jan 20, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 13,330 | 429 | 0.02% | 0.02% | 65 | +288 | 2.21% | Q4 2025 | Mar 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 12,695 | 409 | 0.15% | 0.16% | 66 | -436 | -3.32% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,589 | 406 | 0.0% | 0.0% | 67 | +1,284 | 11.36% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,576 | 405 | 0.0% | 0.0% | 68 | -37,180 | -74.72% | Q4 2025 | Feb 17, 2026 |
| Pacific Asset Management, LLC | History | Added to | 12,414 | 400 | 0.24% | 0.26% | 69 | +27 | 0.22% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,256 | 395 | 0.0% | 0.0% | 70 | -563 | -4.39% | Q4 2025 | Feb 02, 2026 |
| Vantage Point Financial LLC | History | Added to | 11,970 | 386 | 0.14% | 0.08% | 71 | +5,287 | 79.11% | Q4 2025 | Feb 02, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 11,706 | 377 | 0.16% | 0.17% | 73 | -1,214 | -9.4% | Q4 2025 | Jan 15, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 10,561 | 377 | 0.23% | 0.23% | 72 | -725 | -6.42% | Q4 2025 | Feb 11, 2026 |
| COWA, LLC | History | Reduced | 11,025 | 355 | 0.11% | 0.11% | 74 | -74 | -0.67% | Q4 2025 | Feb 12, 2026 |
| Vestment Financial LLC | History | Added to | 10,477 | 353 | 0.18% | 0.18% | 75 | +2 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Approach Retirement Advisors, LLC | History | New | 10,479 | 337 | 0.29% | — | 76 | +10,479 | New | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,149 | 327 | 0.01% | — | 77 | +10,149 | New | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,570 | 308 | 0.01% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 8,978 | 289 | 0.02% | 0.02% | 79 | -544 | -5.71% | Q4 2025 | Feb 03, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 8,669 | 279 | 0.1% | 0.11% | 80 | +24 | 0.28% | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | New | 8,571 | 276 | 0.13% | — | 81 | +8,571 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 8,147 | 262 | 0.0% | 0.0% | 82 | +1,296 | 18.92% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,047 | 259 | 0.01% | 0.01% | 83 | -299 | -3.58% | Q4 2025 | Feb 17, 2026 |
| Index Fund Advisors, Inc. | History | New | 7,498 | 241 | 0.01% | — | 84 | +7,498 | New | Q4 2025 | Jan 29, 2026 |
| NWAM LLC | History | Added to | 7,056 | 227 | 0.01% | 0.01% | 85 | +130 | 1.88% | Q4 2025 | Feb 04, 2026 |
| Savvy Advisors, Inc. | History | New | 6,502 | 209 | 0.01% | — | 86 | +6,502 | New | Q4 2025 | Jan 20, 2026 |
| Brookstone Capital Management | History | Reduced | 6,402 | 206 | 0.0% | 0.0% | 87 | -1,053 | -14.12% | Q4 2025 | Jan 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,327 | 204 | 0.0% | 0.01% | 88 | -2,056 | -24.53% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 6,094 | 196 | 0.07% | 0.07% | 89 | +32 | 0.53% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,558 | 179 | 0.0% | — | 90 | +5,558 | New | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,356 | 108 | 0.08% | 0.07% | 91 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,693 | 86 | 0.0% | 0.01% | 92 | -255 | -8.65% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 1,844 | 59 | 0.0% | 0.0% | 93 | +3 | 0.16% | Q4 2025 | Jan 26, 2026 |
| RHL GROUP, LLC | History | New | 1,346 | 43 | 0.03% | — | 94 | +1,346 | New | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | New | 1,194 | 38 | 0.0% | — | 95 | +1,194 | New | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 1,133 | 36 | 0.0% | — | 96 | +1,133 | New | Q4 2025 | Feb 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 915 | 29 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Millstone Evans Group, LLC | History | Added to | 408 | 13 | 0.01% | 0.01% | 98 | +45 | 12.4% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 12 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 361 | 11 | 0.0% | — | 100 | +361 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 256 | 8 | 0.0% | 0.0% | 101 | +90 | 54.22% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 193 | 6 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 179 | 5 | 0.0% | — | 103 | +179 | New | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | New | 115 | 3 | 0.0% | — | 105 | +115 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 109 | 3 | 0.0% | 0.0% | 104 | -5 | -4.39% | Q4 2025 | Jan 29, 2026 |
| Quent Capital, LLC | History | New | 89 | 2 | 0.0% | — | 106 | +89 | New | Q4 2025 | Jan 29, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -126,354 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,444 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | — | — | -18 | -94.74% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |