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 487 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
42,604,612
shares
|
$1.6 Billion
2.74% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,149,756
shares
|
$307 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
|
$284 Million
4.43% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,048,482
shares
|
$265 Million
15.92% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,927,240
shares
|
$261 Million
4.32% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,014,081
shares
|
$114 Million
0.04% of portfolio
|
Q3 2025
Reduced 91.75%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,961,456
shares
|
$112 Million
0.51% of portfolio
|
Q3 2025
Added 187.42%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,867,063
shares
|
$108 Million
3.57% of portfolio
|
Q3 2025
Added 38.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,812,853
shares
|
$106 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
2,616,504
shares
|
$98.5 Million
2.7% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,499,586
shares
|
$94.1 Million
0.04% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,493,329
shares
|
$93.9 Million
1.14% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
2,441,054
shares
|
$91.9 Million
9.5% of portfolio
|
Q3 2025
Added 126.54%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,369,559
shares
|
$89.2 Million
9.92% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,338,412
shares
|
$88.1 Million
0.1% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,302,455
shares
|
$86.7 Million
2.03% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,148,265
shares
|
$80.9 Million
0.63% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
2,123,599
shares
|
$80 Million
6.58% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,099,693
shares
|
$79.1 Million
0.75% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$76.9 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,976,255
shares
|
$74.4 Million
11.01% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,878,672
shares
|
$70.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,853,805
shares
|
$69.8 Million
5.47% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,795,077
shares
|
$67.6 Million
4.46% of portfolio
|
Q3 2025
Added 29.3%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
1,793,245
shares
|
$67.5 Million
9.13% of portfolio
|
Q3 2025
Reduced 12.39%
|
|