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 |
|---|---|---|---|---|---|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
150,422
shares
|
$5.44 Million
4.55% of portfolio
|
Q1 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
146,898
shares
|
$5.31 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
141,976
shares
|
$5.13 Million
1.16% of portfolio
|
Q3 2023
Added 43.19%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
140,865
shares
|
$5.09 Million
1.3% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
134,661
shares
|
$4.87 Million
0.01% of portfolio
|
Q1 2025
Added 76.22%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
133,970
shares
|
$4.84 Million
0.73% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
131,045
shares
|
$4.74 Million
1.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
128,730
shares
|
$4.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
128,655
shares
|
$4.65 Million
0.09% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
122,372
shares
|
$4.42 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
119,219
shares
|
$4.31 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
116,330
shares
|
$4.21 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
115,569
shares
|
$4.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
111,136
shares
|
$4.02 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
109,057
shares
|
$3.94 Million
0.05% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
103,697
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Added 58.19%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
103,084
shares
|
$3.73 Million
0.38% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
102,514
shares
|
$3.71 Million
1.89% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
99,267
shares
|
$3.59 Million
1.55% of portfolio
|
Q1 2025
Added 116.54%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
98,803
shares
|
$3.57 Million
0.41% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
98,381
shares
|
$3.56 Million
1.2% of portfolio
|
Q2 2024
Added 39.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
96,981
shares
|
$3.51 Million
0.31% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
96,388
shares
|
$3.49 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
92,515
shares
|
$3.35 Million
1.55% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
90,759
shares
|
$3.28 Million
0.22% of portfolio
|
Q1 2025
New holding
|