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 |
|---|---|---|---|---|---|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
1,058,220
shares
|
$40 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,038,957
shares
|
$39.2 Million
1.17% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,030,342
shares
|
$38.9 Million
0.18% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,008,565
shares
|
$38.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
996,206
shares
|
$37.6 Million
9.96% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
966,483
shares
|
$36.5 Million
2.73% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
925,098
shares
|
$34.9 Million
14.52% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
909,134
shares
|
$34.3 Million
12.09% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
906,348
shares
|
$34.2 Million
8.96% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
905,461
shares
|
$34.2 Million
0.34% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
876,421
shares
|
$33.1 Million
10.49% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
795,236
shares
|
$30 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
765,808
shares
|
$28.9 Million
2.12% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
756,608
shares
|
$28.6 Million
0.23% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
729,659
shares
|
$27.6 Million
4.25% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
722,762
shares
|
$27.3 Million
1.07% of portfolio
|
Q2 2025
Added 1302.06%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
721,458
shares
|
$27.2 Million
7.45% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
718,959
shares
|
$27.1 Million
0.93% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
708,946
shares
|
$26.8 Million
0.58% of portfolio
|
Q2 2025
Added 867.42%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
704,764
shares
|
$26.6 Million
8.13% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
692,702
shares
|
$26.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
688,369
shares
|
$26 Million
1.42% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
685,215
shares
|
$25.9 Million
13.02% of portfolio
|
Q2 2025
Added 37.06%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
683,869
shares
|
$25.8 Million
6.56% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
627,914
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.14%
|