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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
448,307
shares
|
$16.9 Million
4.71% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
444,078
shares
|
$16.8 Million
12.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
439,088
shares
|
$16.6 Million
1.51% of portfolio
|
Q2 2025
Added 107.11%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
435,180
shares
|
$16.4 Million
6.8% of portfolio
|
Q2 2025
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
426,889
shares
|
$16.1 Million
3.07% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
425,670
shares
|
$16.1 Million
6.2% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,352
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
417,595
shares
|
$15.8 Million
8.59% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
407,824
shares
|
$15.4 Million
2.62% of portfolio
|
Q1 2025
Reduced 86.46%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
406,013
shares
|
$15.3 Million
6.75% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
405,756
shares
|
$15.3 Million
4.69% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
404,940
shares
|
$15.3 Million
2.43% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
396,758
shares
|
$15 Million
1.16% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
395,316
shares
|
$14.9 Million
0.21% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
387,472
shares
|
$14.6 Million
2.75% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
385,198
shares
|
$14.5 Million
4.45% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
382,554
shares
|
$14.4 Million
0.43% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
369,015
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
362,586
shares
|
$13.7 Million
2.7% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
357,718
shares
|
$13.5 Million
8.91% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
352,380
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Added 132.33%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
350,073
shares
|
$13.2 Million
3.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
348,616
shares
|
$13.2 Million
6.37% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
341,460
shares
|
$12.9 Million
1.08% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
332,592
shares
|
$12.6 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.84%
|