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 |
---|---|---|---|---|---|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
212,007
shares
|
$7.67 Million
0.75% of portfolio
|
Q1 2025
Added 1352.8%
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
204,358
shares
|
$7.39 Million
3.82% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
200,381
shares
|
$7.25 Million
7.41% of portfolio
|
Q2 2025
Added 0.05%
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
200,363
shares
|
$7.25 Million
4.51% of portfolio
|
Q2 2025
Added 9.58%
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
199,260
shares
|
$7.21 Million
2.77% of portfolio
|
Q2 2025
Added 20.19%
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
198,828
shares
|
$7.19 Million
3.46% of portfolio
|
Q2 2025
Added 20.76%
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
198,521
shares
|
$7.18 Million
3.13% of portfolio
|
Q1 2025
Added 7.69%
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
198,438
shares
|
$7.18 Million
1.37% of portfolio
|
Q1 2025
Added 2.08%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
195,428
shares
|
$7.07 Million
0.39% of portfolio
|
Q1 2025
Added 11.17%
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
184,809
shares
|
$6.68 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
184,804
shares
|
$6.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
181,101
shares
|
$6.55 Million
4.33% of portfolio
|
Q1 2025
Added 9.88%
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
175,152
shares
|
$6.33 Million
0.92% of portfolio
|
Q1 2025
Added 70.76%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
174,403
shares
|
$6.31 Million
3.11% of portfolio
|
Q2 2024
Added 1.0%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
173,319
shares
|
$6.27 Million
1.22% of portfolio
|
Q1 2025
Added 5.48%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
170,476
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
166,785
shares
|
$6.03 Million
5.28% of portfolio
|
Q2 2025
New holding
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
166,574
shares
|
$6.02 Million
3.59% of portfolio
|
Q2 2025
Added 13.49%
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
165,618
shares
|
$5.99 Million
5.45% of portfolio
|
Q1 2025
Added 6.3%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
161,010
shares
|
$5.82 Million
1.6% of portfolio
|
Q3 2022
New holding
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
158,626
shares
|
$5.74 Million
1.67% of portfolio
|
Q4 2023
Added 6.55%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
157,248
shares
|
$5.69 Million
0.25% of portfolio
|
Q2 2025
Added 90.87%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
155,836
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
153,678
shares
|
$5.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
152,211
shares
|
$5.5 Million
2.74% of portfolio
|
Q2 2025
Reduced 19.02%
|