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 468 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
40,120,427
shares
|
$1.51 Billion
2.95% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,539,311
shares
|
$1.38 Billion
0.4% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,149,756
shares
|
$308 Million
11.99% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,544,993
shares
|
$285 Million
4.43% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,048,482
shares
|
$266 Million
15.92% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,927,240
shares
|
$262 Million
4.32% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
2,899,446
shares
|
$109 Million
0.15% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,872,164
shares
|
$108 Million
0.18% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,867,063
shares
|
$108 Million
3.57% of portfolio
|
Q3 2025
Added 38.16%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,650,009
shares
|
$100 Million
2.72% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,379,974
shares
|
$89.9 Million
0.04% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,341,055
shares
|
$88.4 Million
10.3% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,305,687
shares
|
$87.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,302,455
shares
|
$86.9 Million
2.03% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,269,910
shares
|
$85.7 Million
1.15% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,223,094
shares
|
$83.9 Million
1.28% of portfolio
|
Q2 2025
Added 112.08%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,148,265
shares
|
$81.1 Million
0.63% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,101,350
shares
|
$79.3 Million
6.62% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,099,693
shares
|
$79.3 Million
0.75% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,046,792
shares
|
$77.3 Million
10.38% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$77.1 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,985,660
shares
|
$75 Million
0.03% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,976,255
shares
|
$74.6 Million
11.01% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,795,077
shares
|
$67.8 Million
4.46% of portfolio
|
Q3 2025
Added 29.3%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,784,483
shares
|
$67.4 Million
0.01% of portfolio
|
Q2 2025
Added 2.96%
|