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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
28,653
shares
|
$1.04 Million
0.28% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
28,013
shares
|
$1.01 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
27,440
shares
|
$992,230
0.39% of portfolio
|
Q1 2025
Added 248.84%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
27,372
shares
|
$989,771
0.44% of portfolio
|
Q2 2025
Added 30.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
27,157
shares
|
$981,997
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
27,034
shares
|
$977,549
0.44% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
25,580
shares
|
$924,972
0.0% of portfolio
|
Q1 2025
Added 99.7%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
24,908
shares
|
$900,673
0.72% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
24,411
shares
|
$882,701
0.5% of portfolio
|
Q2 2025
Added 61.87%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
24,218
shares
|
$875,722
0.16% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
24,055
shares
|
$869,828
0.56% of portfolio
|
Q2 2025
Reduced 76.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,566
shares
|
$852,146
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
23,362
shares
|
$844,769
0.38% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23,350
shares
|
$844,335
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
23,007
shares
|
$831,933
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
22,536
shares
|
$814,901
0.3% of portfolio
|
Q2 2025
Reduced 97.4%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
21,732
shares
|
$785,829
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
21,463
shares
|
$776,102
0.23% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,351
shares
|
$772,052
0.17% of portfolio
|
Q3 2024
Added 67.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,189
shares
|
$766,194
0.02% of portfolio
|
Q1 2025
Reduced 66.69%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
20,548
shares
|
$743,015
0.52% of portfolio
|
Q1 2025
Added 46.52%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
20,289
shares
|
$733,650
0.42% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
20,168
shares
|
$729,274
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
20,050
shares
|
$725,007
0.14% of portfolio
|
Q2 2025
Added 114.16%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
19,782
shares
|
$715,317
0.43% of portfolio
|
Q1 2025
New holding
|