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 328 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
1,781
shares
|
$60,660
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
1,572
shares
|
$53,542
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,465
shares
|
$49,897
0.0% of portfolio
|
Q3 2023
Added 47.24%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,179
shares
|
$40,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,140
shares
|
$38,828
0.03% of portfolio
|
Q2 2024
Added 28.09%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
967
shares
|
$32,936
0.01% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
955
shares
|
$32,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
924
shares
|
$31,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
859
shares
|
$29,257
0.0% of portfolio
|
Q3 2024
Added 565.89%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
806
shares
|
$27,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
597
shares
|
$20,333
0.01% of portfolio
|
Q3 2024
Added 168.92%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
493
shares
|
$16,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
423
shares
|
$14,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
395
shares
|
$13,453
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
344
shares
|
$11,716
0.0% of portfolio
|
Q2 2024
Reduced 77.91%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
334
shares
|
$11,376
0.0% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
326
shares
|
$11,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
290
shares
|
$9,877
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
257
shares
|
$8,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
222
shares
|
$7,561
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
191
shares
|
$6,505
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
183
shares
|
$6,232
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
182
shares
|
$6,198
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
168
shares
|
$5,722
0.0% of portfolio
|
Q3 2024
Reduced 97.92%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
113
shares
|
$3,848
0.0% of portfolio
|
Q3 2024
New holding
|