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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
57,927
shares
|
$1.97 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
57,761
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2024
Added 34.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
56,893
shares
|
$1.94 Million
0.64% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
56,804
shares
|
$1.93 Million
0.45% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
56,568
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
55,945
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
55,554
shares
|
$1.89 Million
1.61% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
54,924
shares
|
$1.87 Million
0.08% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
53,904
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
49,212
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
48,693
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
48,510
shares
|
$1.65 Million
1.8% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
48,347
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
46,573
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
46,573
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
46,368
shares
|
$1.58 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
46,150
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.84%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
42,490
shares
|
$1.45 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
41,814
shares
|
$1.42 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
39,793
shares
|
$1.36 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
38,695
shares
|
$1.32 Million
0.68% of portfolio
|
Q3 2024
Added 106.57%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
37,430
shares
|
$1.27 Million
0.67% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
37,055
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
36,535
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
36,056
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 425.83%
|