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 468 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $9.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,747,750
shares
|
$66 Million
0.14% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,710,723
shares
|
$64.6 Million
9.43% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,627,483
shares
|
$61.5 Million
0.23% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
1,594,051
shares
|
$60.2 Million
1.43% of portfolio
|
Q2 2025
Added 38.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,587,713
shares
|
$60 Million
4.74% of portfolio
|
Q2 2025
Added 17.08%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,536,180
shares
|
$58 Million
4.59% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,533,862
shares
|
$57.9 Million
0.4% of portfolio
|
Q3 2025
Added 77.13%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,484,014
shares
|
$56 Million
7.69% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,412,396
shares
|
$53.3 Million
12.58% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,374,605
shares
|
$51.9 Million
0.07% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
1,296,585
shares
|
$49 Million
2.98% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
1,289,696
shares
|
$48.7 Million
29.94% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
1,281,835
shares
|
$48.4 Million
9.72% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,265,028
shares
|
$47.8 Million
2.68% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,240,006
shares
|
$46.8 Million
6.72% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,222,533
shares
|
$46.2 Million
3.19% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,208,922
shares
|
$45.6 Million
0.97% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
1,164,442
shares
|
$44 Million
7.68% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,152,422
shares
|
$43.5 Million
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,124,693
shares
|
$42.5 Million
0.19% of portfolio
|
Q2 2023
Added 107.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,101,140
shares
|
$41.6 Million
0.0% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,077,529
shares
|
$40.7 Million
4.27% of portfolio
|
Q2 2025
Added 37.86%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,072,575
shares
|
$40.5 Million
8.87% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,060,663
shares
|
$40.1 Million
6.56% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,058,220
shares
|
$40 Million
0.77% of portfolio
|
Q2 2025
Reduced 6.59%
|