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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,361,633
shares
|
$46.4 Million
1.06% of portfolio
|
Q3 2024
Added 44.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,308,301
shares
|
$44.6 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
1,305,322
shares
|
$44.5 Million
10.03% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,274,006
shares
|
$43.4 Million
6.84% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
1,255,102
shares
|
$42.7 Million
3.96% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,212,168
shares
|
$41.3 Million
5.35% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,192,369
shares
|
$40.6 Million
6.92% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
1,175,393
shares
|
$40 Million
7.25% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,152,422
shares
|
$39.3 Million
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,141,007
shares
|
$38.9 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,124,693
shares
|
$38.3 Million
0.19% of portfolio
|
Q2 2023
Added 107.11%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,072,575
shares
|
$36.5 Million
8.87% of portfolio
|
Q4 2023
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,025,382
shares
|
$34.9 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,025,382
shares
|
$34.9 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
1,018,075
shares
|
$34.7 Million
9.7% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,002,269
shares
|
$34.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
966,725
shares
|
$32.9 Million
0.37% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
958,644
shares
|
$32.7 Million
2.95% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
946,950
shares
|
$32.3 Million
1.15% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
936,563
shares
|
$31.9 Million
13.11% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
911,695
shares
|
$31.1 Million
6.19% of portfolio
|
Q3 2024
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
907,264
shares
|
$30.9 Million
10.68% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
895,056
shares
|
$30.5 Million
0.2% of portfolio
|
Q3 2024
Added 72.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
874,609
shares
|
$29.8 Million
1.23% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
857,098
shares
|
$29.2 Million
2.09% of portfolio
|
Q3 2024
Added 8.07%
|