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 |
|---|---|---|---|---|---|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
158,626
shares
|
$5.99 Million
1.67% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
157,248
shares
|
$5.94 Million
0.25% of portfolio
|
Q2 2025
Added 90.87%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
156,134
shares
|
$5.9 Million
2.76% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
155,793
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
152,982
shares
|
$5.78 Million
1.42% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
150,264
shares
|
$5.67 Million
4.11% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
150,129
shares
|
$5.67 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
147,270
shares
|
$5.56 Million
3.37% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
141,976
shares
|
$5.36 Million
1.16% of portfolio
|
Q3 2023
Added 43.19%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
140,386
shares
|
$5.3 Million
2.21% of portfolio
|
Q2 2025
Added 41.42%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
135,665
shares
|
$5.12 Million
1.35% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
135,013
shares
|
$5.1 Million
1.15% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
133,970
shares
|
$5.06 Million
0.73% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
129,281
shares
|
$4.88 Million
0.09% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
127,875
shares
|
$4.83 Million
0.03% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
126,706
shares
|
$4.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
125,056
shares
|
$4.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
119,919
shares
|
$4.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
119,219
shares
|
$4.5 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
116,552
shares
|
$4.4 Million
0.99% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
112,414
shares
|
$4.24 Million
0.05% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
111,136
shares
|
$4.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
108,363
shares
|
$4.09 Million
0.39% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
106,992
shares
|
$4.04 Million
0.44% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
105,061
shares
|
$3.97 Million
0.33% of portfolio
|
Q2 2025
Added 8.33%
|