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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,448
shares
|
$272,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
7,186
shares
|
$262,648
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,175
shares
|
$262,246
0.18% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,136
shares
|
$260,820
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
6,990
shares
|
$255,484
0.09% of portfolio
|
Q2 2025
Reduced 43.77%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,932
shares
|
$253,364
0.14% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,917
shares
|
$252,816
0.01% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
6,474
shares
|
$236,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
6,451
shares
|
$235,784
0.17% of portfolio
|
Q2 2025
Reduced 45.56%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,403
shares
|
$234,029
0.0% of portfolio
|
Q1 2025
Reduced 72.72%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
6,320
shares
|
$230,995
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,314
shares
|
$230,776
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
6,238
shares
|
$227,998
0.1% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
6,126
shares
|
$223,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,107
shares
|
$223,210
0.01% of portfolio
|
Q2 2025
Added 1016.45%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,841
shares
|
$213,488
0.07% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
5,700
shares
|
$208,334
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
5,205
shares
|
$190,242
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,520
shares
|
$165,206
0.05% of portfolio
|
Q2 2025
Added 26.5%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,778
shares
|
$138,085
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
3,567
shares
|
$130,373
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,367
shares
|
$123,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3,333
shares
|
$121,821
0.06% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,191
shares
|
$116,631
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2,845
shares
|
$103,984
0.02% of portfolio
|
Q2 2025
New holding
|