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 389 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $7.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
38,231,301
shares
|
$1.35 Billion
0.43% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
35,688,280
shares
|
$1.26 Billion
2.98% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,149,756
shares
|
$287 Million
11.99% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,907,324
shares
|
$243 Million
15.68% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
6,874,176
shares
|
$242 Million
4.6% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,461,842
shares
|
$192 Million
4.35% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,752,703
shares
|
$97 Million
0.14% of portfolio
|
Q4 2024
Added 27.1%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
2,608,988
shares
|
$91.9 Million
2.77% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,570,342
shares
|
$90.6 Million
13.77% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,568,683
shares
|
$90.5 Million
0.19% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,413,532
shares
|
$85 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,118,333
shares
|
$74.6 Million
0.04% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,099,693
shares
|
$74 Million
0.75% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,043,828
shares
|
$72 Million
6.19% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$71.9 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
2,035,836
shares
|
$71.7 Million
10.26% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,029,373
shares
|
$71.5 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,787,914
shares
|
$63 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,712,939
shares
|
$60.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,703,733
shares
|
$60 Million
1.05% of portfolio
|
Q4 2024
Added 25.12%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,695,182
shares
|
$59.7 Million
0.59% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,640,474
shares
|
$57.8 Million
1.32% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,614,772
shares
|
$56.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,608,976
shares
|
$56.7 Million
9.51% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,585,296
shares
|
$55.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 23.9%
|