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 328 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
96,403
shares
|
$3.28 Million
0.36% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
96,179
shares
|
$3.28 Million
3.8% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
95,874
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
90,873
shares
|
$3.1 Million
1.53% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
89,750
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
89,267
shares
|
$3.04 Million
0.29% of portfolio
|
Q3 2024
Reduced 67.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
89,083
shares
|
$3.03 Million
0.11% of portfolio
|
Q3 2024
Added 195.22%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
83,685
shares
|
$2.85 Million
1.62% of portfolio
|
Q3 2024
Added 33.78%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
81,970
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
80,729
shares
|
$2.75 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
80,548
shares
|
$2.74 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
75,988
shares
|
$2.59 Million
2.1% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
75,646
shares
|
$2.58 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
75,317
shares
|
$2.57 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
74,773
shares
|
$2.55 Million
1.48% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
72,792
shares
|
$2.48 Million
0.16% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
71,561
shares
|
$2.44 Million
2.16% of portfolio
|
Q3 2024
Added 115.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
70,424
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
70,125
shares
|
$2.39 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
68,804
shares
|
$2.34 Million
0.39% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
62,865
shares
|
$2.14 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
61,092
shares
|
$2.08 Million
1.84% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
60,699
shares
|
$2.07 Million
1.1% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
58,704
shares
|
$2 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
58,038
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 260.51%
|