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 |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
41,814
shares
|
$1.53 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
41,229
shares
|
$1.51 Million
0.96% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
40,575
shares
|
$1.48 Million
0.63% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
40,468
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
39,699
shares
|
$1.45 Million
0.44% of portfolio
|
Q1 2025
Added 157.05%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
39,685
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
39,511
shares
|
$1.44 Million
0.41% of portfolio
|
Q2 2025
Added 18.66%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
38,766
shares
|
$1.42 Million
0.58% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
37,150
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
36,729
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Added 30.31%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
35,960
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
34,910
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 27.91%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
34,721
shares
|
$1.27 Million
0.28% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
34,279
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
34,093
shares
|
$1.25 Million
1.18% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
33,128
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
32,557
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Added 56.46%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
31,791
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
31,447
shares
|
$1.15 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
31,219
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
31,193
shares
|
$1.14 Million
0.91% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
30,850
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2022
Added 37.51%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
30,074
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
29,596
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
29,308
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|