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 |
|---|---|---|---|---|---|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
634,127
shares
|
$22.9 Million
6.28% of portfolio
|
Q1 2025
Added 29.67%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
613,956
shares
|
$22.2 Million
3.81% of portfolio
|
Q2 2025
Added 57.25%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
586,435
shares
|
$21.2 Million
3.87% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
550,447
shares
|
$19.9 Million
13.62% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
536,873
shares
|
$19.4 Million
12.77% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
529,844
shares
|
$19.2 Million
2.26% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
529,492
shares
|
$19.1 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
511,060
shares
|
$18.5 Million
4.92% of portfolio
|
Q3 2023
Added 47.35%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
500,876
shares
|
$18.1 Million
6.02% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
498,556
shares
|
$18 Million
1.35% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
495,200
shares
|
$17.9 Million
5.05% of portfolio
|
Q2 2025
Added 304.67%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
492,789
shares
|
$17.8 Million
5.62% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
491,709
shares
|
$17.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
484,980
shares
|
$17.5 Million
6.97% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
482,687
shares
|
$17.5 Million
3.33% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
482,055
shares
|
$17.4 Million
8.39% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
477,970
shares
|
$17.3 Million
0.2% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
473,634
shares
|
$17.1 Million
9.62% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
473,359
shares
|
$17.1 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
470,411
shares
|
$17 Million
3.14% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
469,305
shares
|
$17 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
464,628
shares
|
$16.8 Million
8.82% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
451,996
shares
|
$16.3 Million
1.24% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
444,078
shares
|
$16.1 Million
12.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
441,060
shares
|
$15.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.26%
|