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 393 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 $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,496
shares
|
$1.39 Million
0.55% of portfolio
|
Q4 2024
Added 26.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
41,125
shares
|
$1.37 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
40,111
shares
|
$1.34 Million
0.9% of portfolio
|
Q4 2024
Reduced 83.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
39,622
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
39,291
shares
|
$1.31 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
37,150
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
37,135
shares
|
$1.24 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
36,626
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
36,355
shares
|
$1.21 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
35,844
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
35,597
shares
|
$1.19 Million
0.43% of portfolio
|
Q4 2024
Added 5862.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
34,487
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
34,279
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
33,557
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,462
shares
|
$1.12 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,002
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 58.85%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
31,761
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
31,602
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 69.22%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
30,850
shares
|
$1.03 Million
0.23% of portfolio
|
Q4 2022
Added 37.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
30,300
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 166.98%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
29,944
shares
|
$1 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
29,079
shares
|
$971,529
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
28,998
shares
|
$968,823
0.01% of portfolio
|
Q4 2024
Added 284.84%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
28,185
shares
|
$941,660
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
27,598
shares
|
$922,049
0.05% of portfolio
|
Q4 2024
Added 8.75%
|