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 |
|---|---|---|---|---|---|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
435,180
shares
|
$15.7 Million
6.8% of portfolio
|
Q2 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
430,430
shares
|
$15.6 Million
6.43% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
428,778
shares
|
$15.5 Million
9.36% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,352
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
418,511
shares
|
$15.1 Million
2.89% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
408,923
shares
|
$14.8 Million
6.91% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
401,288
shares
|
$14.5 Million
4.62% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
394,567
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2025
Added 22.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
369,015
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
367,059
shares
|
$13.3 Million
0.42% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
365,087
shares
|
$13.2 Million
2.95% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
364,595
shares
|
$13.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
364,595
shares
|
$13.2 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
363,744
shares
|
$13.2 Million
4.35% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
360,125
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
358,457
shares
|
$13 Million
2.25% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
350,441
shares
|
$12.7 Million
4.37% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
348,916
shares
|
$12.6 Million
6.54% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
335,400
shares
|
$12.1 Million
0.31% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
331,100
shares
|
$12 Million
7.55% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
325,697
shares
|
$11.8 Million
2.43% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
321,647
shares
|
$11.6 Million
9.31% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
321,303
shares
|
$11.6 Million
1.05% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
320,693
shares
|
$11.6 Million
5.64% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
317,417
shares
|
$11.5 Million
5.24% of portfolio
|
Q2 2025
Added 4.42%
|