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 |
---|---|---|---|---|---|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
314,749
shares
|
$11.4 Million
6.04% of portfolio
|
Q1 2025
New holding
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
302,318
shares
|
$10.9 Million
4.12% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
297,442
shares
|
$10.8 Million
7.91% of portfolio
|
Q2 2025
New holding
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
286,176
shares
|
$10.3 Million
6.46% of portfolio
|
Q2 2025
Added 19.43%
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
278,942
shares
|
$10.1 Million
3.46% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
268,086
shares
|
$9.69 Million
1.84% of portfolio
|
Q2 2025
Added 59.7%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
265,616
shares
|
$9.6 Million
4.37% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
262,687
shares
|
$9.5 Million
3.61% of portfolio
|
Q2 2025
Added 2.81%
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
261,697
shares
|
$9.46 Million
3.72% of portfolio
|
Q2 2025
Added 3.34%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
260,046
shares
|
$9.4 Million
2.8% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
257,514
shares
|
$9.31 Million
4.5% of portfolio
|
Q1 2025
Added 4.46%
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
254,767
shares
|
$9.21 Million
2.09% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
250,095
shares
|
$9.04 Million
7.39% of portfolio
|
Q1 2025
Added 13.12%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
249,466
shares
|
$9.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
236,679
shares
|
$8.56 Million
4.44% of portfolio
|
Q2 2025
Added 19.94%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
231,608
shares
|
$8.37 Million
1.5% of portfolio
|
Q2 2025
Added 4.24%
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
227,815
shares
|
$8.24 Million
5.18% of portfolio
|
Q2 2025
Added 6.91%
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
226,977
shares
|
$8.21 Million
5.49% of portfolio
|
Q1 2025
New holding
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
226,065
shares
|
$8.17 Million
6.16% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
223,769
shares
|
$8.09 Million
0.54% of portfolio
|
Q2 2025
Reduced 43.09%
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
216,860
shares
|
$7.84 Million
1.81% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
216,712
shares
|
$7.84 Million
1.07% of portfolio
|
Q2 2025
Added 2.26%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
215,254
shares
|
$7.78 Million
0.29% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
213,372
shares
|
$7.72 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
213,045
shares
|
$7.7 Million
0.69% of portfolio
|
Q1 2025
Added 0.01%
|