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 389 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 $7.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
2,188
shares
|
$77,083
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,096
shares
|
$73,842
0.0% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,076
shares
|
$73,137
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,011
shares
|
$70,847
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,781
shares
|
$62,744
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
1,572
shares
|
$55,381
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,465
shares
|
$51,611
0.0% of portfolio
|
Q3 2023
Added 47.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,403
shares
|
$49,427
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
1,195
shares
|
$42,099
0.03% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,179
shares
|
$41,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,029
shares
|
$36,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
1,015
shares
|
$35,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
967
shares
|
$34,067
0.01% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
917
shares
|
$32,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
894
shares
|
$31,495
0.0% of portfolio
|
Q4 2024
Added 174.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
859
shares
|
$30,262
0.0% of portfolio
|
Q3 2024
Added 565.89%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
806
shares
|
$28,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
798
shares
|
$28,113
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
635
shares
|
$22,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
551
shares
|
$19,411
0.0% of portfolio
|
Q4 2024
Added 30.26%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
536
shares
|
$18,883
0.0% of portfolio
|
Q4 2024
Reduced 41.99%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
500
shares
|
$17,615
0.0% of portfolio
|
Q4 2024
Reduced 81.72%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
467
shares
|
$16,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
466
shares
|
$16,417
0.01% of portfolio
|
Q4 2024
Added 154.64%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
395
shares
|
$13,915
0.01% of portfolio
|
Q3 2024
New holding
|