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 391 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
63,611
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
63,307
shares
|
$2.16 Million
0.16% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
59,836
shares
|
$2.04 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
59,108
shares
|
$2.02 Million
1.06% of portfolio
|
Q4 2024
Added 456.15%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
59,034
shares
|
$2.01 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
58,044
shares
|
$1.98 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
57,927
shares
|
$1.98 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
55,986
shares
|
$1.91 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
55,165
shares
|
$1.88 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
54,376
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
54,302
shares
|
$1.85 Million
2.04% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
51,118
shares
|
$1.74 Million
1.63% of portfolio
|
Q4 2024
Added 193.04%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
50,542
shares
|
$1.72 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
49,275
shares
|
$1.68 Million
0.36% of portfolio
|
Q4 2024
Added 81.05%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
48,428
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
46,368
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
46,207
shares
|
$1.58 Million
0.39% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
46,015
shares
|
$1.57 Million
0.79% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
45,842
shares
|
$1.56 Million
0.78% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,273
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 52.26%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
43,221
shares
|
$1.47 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
42,110
shares
|
$1.44 Million
0.15% of portfolio
|
Q4 2024
Added 47.05%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
41,814
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,496
shares
|
$1.42 Million
0.55% of portfolio
|
Q4 2024
Added 26.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
41,125
shares
|
$1.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.21%
|