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 |
|---|---|---|---|---|---|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
331,100
shares
|
$12.5 Million
7.55% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
330,557
shares
|
$12.5 Million
5.35% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
326,962
shares
|
$12.3 Million
8.32% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
324,307
shares
|
$12.2 Million
6.94% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
323,888
shares
|
$12.2 Million
7.21% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
302,318
shares
|
$11.4 Million
4.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
300,050
shares
|
$11.3 Million
5.29% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
293,362
shares
|
$11.1 Million
7.3% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
288,973
shares
|
$10.9 Million
1.98% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
284,045
shares
|
$10.7 Million
4.15% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
284,045
shares
|
$10.7 Million
4.24% of portfolio
|
Q3 2025
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
272,974
shares
|
$10.3 Million
3.73% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
270,615
shares
|
$10.2 Million
0.09% of portfolio
|
Q2 2025
Added 388.17%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
267,625
shares
|
$10.1 Million
3.82% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
265,616
shares
|
$10 Million
4.37% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
261,697
shares
|
$9.88 Million
3.72% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
260,477
shares
|
$9.84 Million
4.61% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
260,046
shares
|
$9.82 Million
2.8% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
257,382
shares
|
$9.72 Million
0.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
238,649
shares
|
$9.01 Million
5.52% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
237,485
shares
|
$8.97 Million
2.95% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
237,070
shares
|
$8.95 Million
0.43% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
236,679
shares
|
$8.94 Million
4.44% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
235,458
shares
|
$8.89 Million
1.4% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
234,156
shares
|
$8.84 Million
5.09% of portfolio
|
Q3 2025
Added 2.78%
|