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Dimensional Emrg MRK HI Prof (DEHP)

CUSIP: 25434V757 | NYSE | 195 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Unison Advisors LLC911,559
2.6% of portfolio›$37.5M
Three Arch Wealth Management LLC629,331
4.1% of portfolio›$25.9M
DiNuzzo Private Wealth, Inc.196,062
0.8% of portfolio›$8.1M
United Wealth Management, LLC168,991
1.8% of portfolio›$7.0M
Integrity Advisory Solutions, LLC168,041
0.7% of portfolio›$6.9M
Farther Finance Advisors, LLC165,359
0.0% of portfolio›$6.8M
Chicago Partners Investment Group LLC142,566
0.1% of portfolio›$5.3M
Quadcap Wealth Management, LLC123,322
0.5% of portfolio›$5.1M
Integrity Alliance, Llc.107,786
0.1% of portfolio›$4.4M
Foundry Financial LLC103,790
1.3% of portfolio›$4.3M
Park Avenue Securities LLC102,022
0.1% of portfolio›$4.2M
Wealth Advisors Northwest LLC98,856
1.4% of portfolio›$4.1M
Meredith Wealth Planning95,503
1.0% of portfolio›$3.9M
Global Assets Advisory, LLC78,954
0.7% of portfolio›$3.4M
Tableaux LLC77,851
1.3% of portfolio›$3.2M
Mills Wealth Advisors LLC70,820
0.9% of portfolio›$2.9M
Evanson Financial, LLC69,022
0.1% of portfolio›$2.8M
Abel Hall, LLC58,979
0.4% of portfolio›$2.4M
CSP Financial Group, LLC53,592
2.2% of portfolio›$2.2M
Summit Wealth Group LLC / Co51,076
0.1% of portfolio›$2.1M
Kestra Advisory Services, LLC46,141
0.0% of portfolio›$1.9M
RFG Advisory, LLC37,860
0.0% of portfolio›$1.6M
Apella Capital, LLC35,601
0.0% of portfolio›$1.5M
Commonwealth Equity Services, LLC34,179
0.0% of portfolio›$1.4M
BIP Wealth, LLC33,928
0.0% of portfolio›$1.4M
Acorn Wealth Advisors, LLC33,872
0.3% of portfolio›$1.4M
Index Fund Advisors, Inc.31,810
0.1% of portfolio›$1.3M
AA Financial Advisors, LLC29,637
0.1% of portfolio›$1.2M
Forteris Wealth Management Inc.28,463
1.0% of portfolio›$1.2M
Bdfs Capital LLC24,690
0.5% of portfolio›$1.0M
Citigroup Inc19,347
0.0% of portfolio›$795.9K
Brookstone Capital Management18,297
0.0% of portfolio›$752.7K
Sutton Place Investors LLC18,201
0.4% of portfolio›$748.8K
Two West Capital Advisors LLC18,173
0.4% of portfolio›$754.2K
Kane Co Wealth Management, Inc.17,756
0.6% of portfolio›$730.5K
Capital Investment Advisory Services, LLC17,318
0.0% of portfolio›$715.0K
Outbound Financial Inc13,363
0.3% of portfolio›$549.7K
Truist Financial Corp13,329
0.0% of portfolio›$548.4K
Maryland Capital Advisors Inc.12,945
0.2% of portfolio›$532.6K
Pacific Asset Management, LLC12,529
0.3% of portfolio›$515.5K
Signaturefd, LLC11,823
0.0% of portfolio›$486.4K
Firethorn Wealth Partners, LLC11,509
0.2% of portfolio›$473.5K
Creative Planning11,217
0.0% of portfolio›$461.5K
Global Financial Private Client, LLC10,687
0.1% of portfolio›$439.7K
Triad Wealth Partners, LLC9,995
0.0% of portfolio›$411.2K
Vestment Financial LLC9,258
0.2% of portfolio›$379.4K
RCS Financial Planning, LLC9,170
0.2% of portfolio›$377.2K
Washington Trust Advisors, Inc.9,069
0.0% of portfolio›$373.1K
Cowa, LLC8,947
0.1% of portfolio›$368.1K
SAX Wealth Advisors, LLC8,743
0.0% of portfolio›$359.7K
Approach Retirement Advisors, LLC8,520
0.3% of portfolio›$350.5K
LAM Group, Inc.7,710
0.2% of portfolio›$317.2K
Canvas Wealth Advisors, LLC6,703
0.0% of portfolio›$253.8K
Glass Jacobson Investment Advisors llc6,245
0.1% of portfolio›$256.9K
Tranquility Partners, LLC5,922
0.1% of portfolio›$243.6K
Cambridge Investment Research Advisors, Inc.5,881
0.0% of portfolio›$242.0K
Granville Capital, Inc.5,614
0.1% of portfolio›$231.0K
Freedom Day Solutions, LLC4,922
0.0% of portfolio›$202.5K
Creative Financial Designs Inc4,193
0.0% of portfolio›$172.5K
RHL Group, LLC3,481
0.1% of portfolio›$143.2K
CX Institutional1,100
0.0% of portfolio›$45
EverSource Wealth Advisors, LLC730
0.0% of portfolio›$30.0K
Pillar Financial Advisors, LLC576
0.0% of portfolio›$23.7K
Mather Group, Llc.500
0.0% of portfolio›$20.6K
Ashton Thomas Private Wealth, LLC448
0.0% of portfolio›$18.4K
Triumph Capital Management366
0.0% of portfolio›$15.0K
Ascentis Independent Advisors253
0.0% of portfolio›$10.4K
Archer Investment Corp144
0.0% of portfolio›$5.9K
Fifth Third Bancorp100
0.0% of portfolio›$4.1K
CoreCap Advisors, LLC96
0.0% of portfolio›$3.9K
Assetmark, Inc25
0.0% of portfolio›$1.0K
Compass Financial Management LLC5
0.0% of portfolio›$206
Root Financial Partners, LLC2
0.0% of portfolio›$68
StyleTurnoverLocationFiled
Unison Advisors LLC
911,559$37.5M2.6%ETFVery LowProvidence, RI2026-10-29
Three Arch Wealth Management LLC
629,331$25.9M4.1%ETFVery LowIrvine, CA2026-10-20
DiNuzzo Private Wealth, Inc.
196,062$8.1M0.8%ETFLowBeaver, PA2026-10-16
United Wealth Management, LLC
168,991$7.0M1.8%ETFVery LowCharlottesville, VA2026-10-30
Integrity Advisory Solutions, LLC
168,041$6.9M0.7%ETFMediumDallas, TX2026-10-29
Farther Finance Advisors, LLC
165,359$6.8M0.0%IndexLowSan Francisco, CA2026-10-08
Chicago Partners Investment Group LLC
142,566$5.3M0.1%GARPLowChicago, IL2026-10-27
Quadcap Wealth Management, LLC
123,322$5.1M0.5%ETFLowFrisco, TX2026-11-02
Integrity Alliance, Llc.
107,786$4.4M0.1%ETFMediumUrbandale, IA2026-10-29
Foundry Financial LLC
103,790$4.3M1.3%ETFMediumPasadena, CA2026-10-16
Park Avenue Securities LLC
102,022$4.2M0.1%ETFMediumNew York, NY2026-10-26
Wealth Advisors Northwest LLC
98,856$4.1M1.4%ETFLowPortland, OR2026-10-29
Meredith Wealth Planning
95,503$3.9M1.0%ETFLowMaryville, IL2026-10-14
Global Assets Advisory, LLC
78,954$3.4M0.7%GrowthHighOrlando, FL2026-10-28
Tableaux LLC
77,851$3.2M1.3%ETFLowStockbridge, MA2026-10-23
Mills Wealth Advisors LLC
70,820$2.9M0.9%ETFMediumSouthlake, TX2026-10-22
Evanson Financial, LLC
69,022$2.8M0.1%ETFN/AMclean, VA2026-10-23
Abel Hall, LLC
58,979$2.4M0.4%CoreMediumBaton Rouge, LA2026-10-19
CSP Financial Group, LLC
53,592$2.2M2.2%ETFLowScottsdale, AZ2026-10-26
Summit Wealth Group LLC / Co
51,076$2.1M0.1%ETFHighColorado Springs, CO2026-10-29
Kestra Advisory Services, LLC
46,141$1.9M0.0%CoreLowAustin, TX2026-11-02
RFG Advisory, LLC
37,860$1.6M0.0%ETFMediumBirmingham, AL2026-11-03
Apella Capital, LLC
35,601$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Commonwealth Equity Services, LLC
34,179$1.4M0.0%ETFLowWaltham, MA2026-11-02
BIP Wealth, LLC
33,928$1.4M0.0%ETFMediumAtlanta, GA2026-10-22
Acorn Wealth Advisors, LLC
33,872$1.4M0.3%ETFLowGrand Blanc, MI2026-10-19
Index Fund Advisors, Inc.
31,810$1.3M0.1%ETFVery LowIrvine, CA2026-11-05
AA Financial Advisors, LLC
29,637$1.2M0.1%ETFMediumColumbus, OH2026-10-19
Forteris Wealth Management Inc.
28,463$1.2M1.0%ETFVery LowArmonk, NY2026-10-13
Bdfs Capital LLC
24,690$1.0M0.5%ETFLowRehoboth Beach, DE2026-10-14
Citigroup Inc
19,347$795.9K0.0%CoreMediumNew York, NY2026-11-04
Brookstone Capital Management
18,297$752.7K0.0%ETFMediumWheaton, IL2026-10-22
Sutton Place Investors LLC
18,201$748.8K0.4%ETFLowArmonk, NY2026-10-20
Two West Capital Advisors LLC
18,173$754.2K0.4%ETFLowOverland Park, KS2026-10-15
Kane Co Wealth Management, Inc.
17,756$730.5K0.6%ETFVery LowJohnston, IA2026-11-04
Capital Investment Advisory Services, LLC
17,318$715.0K0.0%CoreMediumRaleigh, NC2026-10-30
Outbound Financial Inc
13,363$549.7K0.3%ETFLowBoulder, CO2026-10-13
Truist Financial Corp
13,329$548.4K0.0%CoreLowCharlotte, NC2026-10-30
Maryland Capital Advisors Inc.
12,945$532.6K0.2%ETFVery LowChester, MD2026-10-15
Pacific Asset Management, LLC
12,529$515.5K0.3%ETFVery LowGig Harbor, WA2026-10-15
Signaturefd, LLC
11,823$486.4K0.0%IndexLowAtlanta, GA2026-10-23
Firethorn Wealth Partners, LLC
11,509$473.5K0.2%ETFLowAugusta, GA2026-10-14
Creative Planning
11,217$461.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Global Financial Private Client, LLC
10,687$439.7K0.1%GrowthLowSarasota, FL2026-10-15
Triad Wealth Partners, LLC
9,995$411.2K0.0%ETFMediumLawrence, KS2026-10-26
Vestment Financial LLC
9,258$379.4K0.2%ETFVery LowChanhassen, MN2026-10-13
RCS Financial Planning, LLC
9,170$377.2K0.2%ETFMediumAnnapolis, MD2026-10-14
Washington Trust Advisors, Inc.
9,069$373.1K0.0%GrowthLowWellesley, MA2026-10-22
Cowa, LLC
8,947$368.1K0.1%ETFMediumTulsa, OK2026-10-30
SAX Wealth Advisors, LLC
8,743$359.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Approach Retirement Advisors, LLC
8,520$350.5K0.3%ETFLowVestavia, AL2026-10-22
LAM Group, Inc.
7,710$317.2K0.2%ETFVery LowLake Oswego, OR2026-10-26
Canvas Wealth Advisors, LLC
6,703$253.8K0.0%GrowthLowShawnee, KS2026-11-02
Glass Jacobson Investment Advisors llc
6,245$256.9K0.1%ETFLowOwings Mills, MD2026-10-26
Tranquility Partners, LLC
5,922$243.6K0.1%CoreLowBrentwood, TN2026-10-20
Cambridge Investment Research Advisors, Inc.
5,881$242.0K0.0%ETFLowFairfield, IA2026-11-02
Granville Capital, Inc.
5,614$231.0K0.1%ETFVery LowGreensboro, NC2026-11-05
Freedom Day Solutions, LLC
4,922$202.5K0.0%CoreLowHouston, TX2026-10-20
Creative Financial Designs Inc
4,193$172.5K0.0%ETFMediumKokomo, IN2026-11-04
RHL Group, LLC
3,481$143.2K0.1%ETFVery HighHolly, MI2026-11-04
CX Institutional
1,100$450.0%CoreMediumAuburn, IN2026-10-02
EverSource Wealth Advisors, LLC
730$30.0K0.0%CoreMediumBirmingham, AL2026-11-04
Pillar Financial Advisors, LLC
576$23.7K0.0%ETFVery LowLouisville, KY2026-10-21
Mather Group, Llc.
500$20.6K0.0%ETFMediumChicago, IL2026-10-14
Ashton Thomas Private Wealth, LLC
448$18.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Triumph Capital Management
366$15.0K0.0%ETFMediumDenver, CO2026-10-14
Ascentis Independent Advisors
253$10.4K0.0%ETFLowDallas, TX2026-11-03
Archer Investment Corp
144$5.9K0.0%CoreMediumCarmel, IN2026-11-05
Fifth Third Bancorp
100$4.1K0.0%IndexVery LowCincinnati, OH2026-11-05
CoreCap Advisors, LLC
96$3.9K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
25$1.0K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
5$2060.0%CoreN/ATampa, FL2026-10-30
Root Financial Partners, LLC
2$680.0%ETFMediumEncinitas, CA2026-10-21