Institutional Ownership Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
26,312,470
shares
|
$820 Million
2.36% of portfolio
|
Q1 2024
Added 36.23%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
25,649,219
shares
|
$800 Million
0.31% of portfolio
|
Q1 2024
Added 29.54%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
8,103,057
shares
|
$253 Million
11.86% of portfolio
|
Q1 2024
Added 3.74%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
7,078,694
shares
|
$221 Million
4.33% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
Vista Wealth Management Group, LLC
|
Apr 29, 2024 Q1 2024 |
6,691,202
shares
|
$209 Million
16.65% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
2,642,225
shares
|
$82.4 Million
2.75% of portfolio
|
Q1 2024
Added 14.22%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
2,457,635
shares
|
$76.6 Million
0.12% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
Aprio Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
2,449,728
shares
|
$76.4 Million
16.01% of portfolio
|
Q1 2024
Added 26.84%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2,404,910
shares
|
$75 Million
2.39% of portfolio
|
Q1 2024
Added 26.65%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,265,770
shares
|
$70.6 Million
0.12% of portfolio
|
Q1 2024
Added 4.54%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$63.6 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
2,023,901
shares
|
$63.1 Million
8.75% of portfolio
|
Q1 2024
Added 73.35%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,990,181
shares
|
$62.1 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
1,887,385
shares
|
$58.8 Million
1.53% of portfolio
|
Q1 2024
Added 2.71%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
1,860,862
shares
|
$58 Million
0.67% of portfolio
|
Q1 2024
Added 147.89%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,772,350
shares
|
$55.3 Million
0.03% of portfolio
|
Q1 2024
Added 11.02%
|
|
Bouchey Financial Group LTD
|
Apr 23, 2024 Q1 2024 |
1,675,906
shares
|
$52.3 Million
5.5% of portfolio
|
Q1 2024
Added 6.84%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,633,437
shares
|
$50.9 Million
0.01% of portfolio
|
Q1 2024
Added 11591.63%
|
|
Planning Center, Inc.
|
Apr 22, 2024 Q1 2024 |
1,626,829
shares
|
$50.7 Million
11.93% of portfolio
|
Q1 2024
Added 1.71%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,377,498
shares
|
$43 Million
0.7% of portfolio
|
Q1 2024
Added 26.35%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
1,329,817
shares
|
$41.5 Million
7.28% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
1,311,439
shares
|
$40.9 Million
0.54% of portfolio
|
Q1 2024
Added 15.21%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,308,443
shares
|
$40.8 Million
0.11% of portfolio
|
Q1 2024
Added 205.92%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
1,267,456
shares
|
$39.5 Million
0.19% of portfolio
|
Q1 2024
Added 15.23%
|
|
Safeguard Investment Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
1,250,354
shares
|
$39 Million
13.41% of portfolio
|
Q1 2024
Added 9.98%
|