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 435 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 $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
69,181
shares
|
$2.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
68,314
shares
|
$2.47 Million
1.77% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
67,549
shares
|
$2.44 Million
0.23% of portfolio
|
Q1 2025
Added 60.41%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
66,176
shares
|
$2.39 Million
0.16% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
62,595
shares
|
$2.26 Million
1.13% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
59,643
shares
|
$2.16 Million
0.18% of portfolio
|
Q1 2025
Added 99.18%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
58,516
shares
|
$2.12 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
57,927
shares
|
$2.09 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
56,770
shares
|
$2.05 Million
1.7% of portfolio
|
Q1 2025
Added 114.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
55,986
shares
|
$2.02 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,435
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
54,481
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
53,818
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 1145.79%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
51,960
shares
|
$1.88 Million
0.66% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
51,550
shares
|
$1.86 Million
0.07% of portfolio
|
Q1 2025
Added 56.2%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
50,713
shares
|
$1.83 Million
0.11% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
50,542
shares
|
$1.83 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
47,749
shares
|
$1.73 Million
0.74% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
46,368
shares
|
$1.68 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
45,782
shares
|
$1.66 Million
0.53% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
45,729
shares
|
$1.65 Million
1.35% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
45,632
shares
|
$1.65 Million
1.44% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
44,679
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
44,154
shares
|
$1.6 Million
1.05% of portfolio
|
Q2 2025
Reduced 65.23%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
42,684
shares
|
$1.54 Million
0.62% of portfolio
|
Q2 2025
Added 10.26%
|