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 |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
103,079
shares
|
$3.89 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
102,931
shares
|
$3.89 Million
0.43% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
102,514
shares
|
$3.87 Million
1.89% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
101,317
shares
|
$3.83 Million
0.01% of portfolio
|
Q2 2025
Added 24.37%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
98,710
shares
|
$3.73 Million
0.27% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
98,381
shares
|
$3.71 Million
1.2% of portfolio
|
Q2 2024
Added 39.79%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
92,138
shares
|
$3.48 Million
1.49% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
91,915
shares
|
$3.47 Million
2.61% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
90,548
shares
|
$3.42 Million
2.76% of portfolio
|
Q2 2025
Added 27.09%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
89,798
shares
|
$3.39 Million
2.55% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
89,073
shares
|
$3.36 Million
0.11% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
89,031
shares
|
$3.36 Million
1.48% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
86,931
shares
|
$3.28 Million
0.21% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
85,433
shares
|
$3.23 Million
2.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
84,129
shares
|
$3.18 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
83,673
shares
|
$3.16 Million
0.27% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
83,559
shares
|
$3.16 Million
0.05% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Oct 15, 2025 Q3 2025 |
83,251
shares
|
$3.14 Million
6.42% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
82,542
shares
|
$3.12 Million
2.23% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
82,439
shares
|
$3.11 Million
0.21% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
79,435
shares
|
$3 Million
0.66% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
79,324
shares
|
$3 Million
0.5% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
78,868
shares
|
$2.98 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
78,817
shares
|
$2.98 Million
0.75% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
76,503
shares
|
$2.89 Million
1.85% of portfolio
|
Q2 2025
Added 11.99%
|