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 434 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $8.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
38,061,156
shares
|
$1.38 Billion
2.93% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,031,917
shares
|
$1.27 Billion
0.39% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,149,756
shares
|
$295 Million
11.99% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,048,482
shares
|
$255 Million
15.92% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,937,524
shares
|
$251 Million
4.35% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,365,367
shares
|
$230 Million
4.12% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,875,025
shares
|
$104 Million
0.16% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,872,164
shares
|
$104 Million
0.18% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,650,009
shares
|
$95.8 Million
2.72% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,406,046
shares
|
$87 Million
10.9% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,384,003
shares
|
$86.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,225,529
shares
|
$80.5 Million
0.04% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,099,693
shares
|
$75.9 Million
0.75% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,081,416
shares
|
$75.3 Million
6.37% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,075,242
shares
|
$75 Million
2.64% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,074,375
shares
|
$75 Million
1.12% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,046,792
shares
|
$74 Million
10.38% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$73.8 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,972,731
shares
|
$71.3 Million
0.65% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,902,011
shares
|
$68.8 Million
1.93% of portfolio
|
Q2 2025
Added 33.07%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
1,874,235
shares
|
$67.8 Million
13.7% of portfolio
|
Q2 2025
Added 109.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,741,233
shares
|
$63 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,733,139
shares
|
$62.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,726,763
shares
|
$62.4 Million
0.02% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,658,193
shares
|
$60 Million
9.16% of portfolio
|
Q1 2025
Added 3.06%
|