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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,600
shares
|
$94,015
0.0% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,576
shares
|
$93,148
0.02% of portfolio
|
Q4 2022
Added 28.93%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
2,308
shares
|
$83,457
0.02% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,188
shares
|
$79,118
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,096
shares
|
$75,791
0.0% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,076
shares
|
$75,068
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,781
shares
|
$64,400
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,572
shares
|
$56,843
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,472
shares
|
$53,227
0.02% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,465
shares
|
$52,974
0.0% of portfolio
|
Q3 2023
Added 47.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,319
shares
|
$47,695
0.0% of portfolio
|
Q1 2025
Added 53.55%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,182
shares
|
$42,741
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
894
shares
|
$32,327
0.0% of portfolio
|
Q4 2024
Added 174.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
806
shares
|
$29,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
744
shares
|
$26,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
635
shares
|
$22,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
500
shares
|
$18,080
0.0% of portfolio
|
Q4 2024
Reduced 81.72%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
425
shares
|
$15,367
0.01% of portfolio
|
Q2 2025
Added 286.36%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
423
shares
|
$15,295
0.0% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
395
shares
|
$14,283
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
349
shares
|
$12,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
334
shares
|
$12,077
0.0% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
290
shares
|
$10,486
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
257
shares
|
$9,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
230
shares
|
$8,316
0.0% of portfolio
|
Q2 2025
Added 16.16%
|