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 |
|---|---|---|---|---|---|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
596,664
shares
|
$22.5 Million
4.19% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
586,435
shares
|
$22.1 Million
3.87% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
573,957
shares
|
$21.7 Million
2.4% of portfolio
|
Q3 2025
Reduced 31.41%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
550,447
shares
|
$20.8 Million
13.62% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
540,013
shares
|
$20.4 Million
1.05% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
536,873
shares
|
$20.3 Million
12.77% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
527,821
shares
|
$19.9 Million
6.15% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
524,104
shares
|
$19.8 Million
2.23% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
516,721
shares
|
$19.5 Million
0.0% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
516,482
shares
|
$19.5 Million
5.19% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
511,341
shares
|
$19.3 Million
0.23% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
511,060
shares
|
$19.3 Million
4.92% of portfolio
|
Q3 2023
Added 47.35%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
507,895
shares
|
$19.2 Million
4.51% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
507,262
shares
|
$19.2 Million
8.42% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
495,200
shares
|
$18.7 Million
5.05% of portfolio
|
Q2 2025
Added 304.67%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
491,194
shares
|
$18.5 Million
0.19% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
487,693
shares
|
$18.4 Million
1.35% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
487,190
shares
|
$18.4 Million
1.22% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
484,980
shares
|
$18.3 Million
6.97% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
481,897
shares
|
$18.2 Million
9.76% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
478,868
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
466,885
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
466,285
shares
|
$17.6 Million
7.16% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
464,628
shares
|
$17.5 Million
8.82% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
457,606
shares
|
$17.3 Million
5.55% of portfolio
|
Q2 2025
Added 30.58%
|