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 |
|---|---|---|---|---|---|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
90,155
shares
|
$3.26 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
89,361
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
86,810
shares
|
$3.14 Million
2.38% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
85,381
shares
|
$3.09 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
84,941
shares
|
$3.07 Million
2.22% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
84,887
shares
|
$3.07 Million
1.41% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
84,129
shares
|
$3.04 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
83,285
shares
|
$3.01 Million
0.16% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
83,251
shares
|
$3.01 Million
6.5% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
81,465
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
80,482
shares
|
$2.91 Million
1.93% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
77,454
shares
|
$2.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
76,558
shares
|
$2.77 Million
2.12% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
75,646
shares
|
$2.74 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
74,739
shares
|
$2.7 Million
0.49% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
74,307
shares
|
$2.69 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
74,282
shares
|
$2.69 Million
0.72% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
73,378
shares
|
$2.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
73,254
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
72,079
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 32.56%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
71,636
shares
|
$2.59 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
71,245
shares
|
$2.58 Million
2.13% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
70,536
shares
|
$2.55 Million
0.56% of portfolio
|
Q1 2025
Added 52.65%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
70,307
shares
|
$2.54 Million
2.5% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
70,202
shares
|
$2.54 Million
0.05% of portfolio
|
Q2 2025
Added 1.68%
|