Who Owns DIMENSIONAL (DIHP)? -- Institutional Holders (2026-06-30)
386 institutions reported holding $5.85B of DIMENSIONAL (DIHP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($1.22B), Savant Capital, LLC ($1.11B), Focus Partners Wealth ($585.0M), Forum Financial Management, LP ($217.1M), Sequoia Financial Advisors, LLC ($179.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.22B | 35.6M | Added |
| 2 | Savant Capital, LLC | $1.11B | 32.4M | Added |
| 3 | Focus Partners Wealth | $585.0M | 17.1M | Added |
| 4 | Forum Financial Management, LP | $217.1M | 6.4M | Added |
| 5 | Sequoia Financial Advisors, LLC | $179.6M | 5.3M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $161.7M | 4.7M | Added |
| 7 | Focus Partners Advisor Solutions, LLC | $127.4M | 3.7M | Added |
| 8 | Kestra Investment Management, LLC | $104.8M | 3.1M | Trimmed |
| 9 | Clearstead Advisors, LLC | $103.7M | 3.0M | Trimmed |
| 10 | BANK OF MONTREAL /CAN/ | $95.8M | 2.8M | Added |
| 11 | Aprio Wealth Management, LLC | $77.2M | 2.3M | Trimmed |
| 12 | Apella Capital, LLC | $71.6M | 2.1M | Added |
| 13 | Modera Wealth Management, LLC | $70.6M | 2.1M | Added |
| 14 | HighTower Advisors, LLC | $67.3M | 2.0M | Added |
| 15 | Planning Center, Inc. | $63.6M | 1.9M | Added |
| 16 | Foster Group, Inc. | $59.7M | 1.8M | Added |
| 17 | SATOVSKY ASSET MANAGEMENT LLC | $58.7M | 1.7M | Added |
| 18 | TCI Wealth Advisors, Inc. | $56.2M | 1.6M | Added |
| 19 | ASSETMARK, INC | $52.8M | 1.5M | Added |
| 20 | PARK AVENUE SECURITIES LLC | $46.9M | 1.4M | Added |
| 21 | Corient Private Wealth LLC | $45.2M | 1.3M | Trimmed |
| 22 | High Probability Advisors, LLC | $44.6M | 1.3M | Added |
| 23 | FINANCIAL CONSULATE, INC | $44.4M | 1.3M | Added |
| 24 | Petersen Hastings Wealth Advisors Inc. | $43.7M | 1.3M | Added |
| 25 | JANE STREET GROUP, LLC | $34.7M | 1.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30