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 307 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
798,464
shares
|
$27.3 Million
1.16% of portfolio
|
Q2 2024
Added 15.33%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
782,391
shares
|
$26.8 Million
0.17% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
774,087
shares
|
$26.5 Million
7.99% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
767,529
shares
|
$26.3 Million
8.76% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
736,808
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2024
Added 28.67%
|
|
|
Retirement Solution Inc.
|
Jul 25, 2024 Q2 2024 |
707,854
shares
|
$24.2 Million
15.92% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
703,550
shares
|
$24.1 Million
0.6% of portfolio
|
Q2 2024
Added 13.05%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
687,818
shares
|
$23.5 Million
11.18% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
637,153
shares
|
$21.8 Million
0.12% of portfolio
|
Q2 2024
Added 7.76%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
601,099
shares
|
$20.6 Million
1.83% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
574,819
shares
|
$19.7 Million
10.87% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Jul 23, 2024 Q2 2024 |
545,496
shares
|
$18.7 Million
13.52% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 07, 2024 Q2 2024 |
525,720
shares
|
$18 Million
6.13% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
522,383
shares
|
$17.9 Million
13.27% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
520,239
shares
|
$17.8 Million
0.12% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
515,524
shares
|
$17.6 Million
0.63% of portfolio
|
Q2 2024
Added 51.34%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
511,060
shares
|
$17.5 Million
4.92% of portfolio
|
Q3 2023
Added 47.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
507,062
shares
|
$17.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
503,946
shares
|
$17.2 Million
0.18% of portfolio
|
Q2 2024
Added 5.84%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
493,242
shares
|
$16.9 Million
5.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
486,517
shares
|
$16.6 Million
3.49% of portfolio
|
Q3 2024
Added 30.1%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
476,009
shares
|
$16.3 Million
2.17% of portfolio
|
Q2 2024
Added 13.25%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
460,479
shares
|
$15.8 Million
13.5% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
459,234
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
449,034
shares
|
$15.4 Million
3.89% of portfolio
|
Q2 2024
Added 0.87%
|