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 333 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,824,829
shares
|
$1.3 Billion
2.82% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
36,920,597
shares
|
$1.27 Billion
0.42% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,341,654
shares
|
$287 Million
12.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,842,864
shares
|
$236 Million
4.45% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,737,103
shares
|
$232 Million
15.86% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,461,842
shares
|
$188 Million
4.35% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
2,653,316
shares
|
$91.3 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,570,342
shares
|
$88.5 Million
13.77% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,568,683
shares
|
$88.4 Million
0.19% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,433,746
shares
|
$83.8 Million
0.12% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,165,817
shares
|
$74.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,099,693
shares
|
$72.3 Million
0.75% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,083,300
shares
|
$71.7 Million
0.32% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$70.3 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,035,864
shares
|
$70.1 Million
0.03% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,030,518
shares
|
$69.9 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,016,092
shares
|
$69.4 Million
8.86% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
1,831,947
shares
|
$63.1 Million
5.95% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,827,266
shares
|
$62.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,812,846
shares
|
$62.4 Million
1.45% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,741,721
shares
|
$60 Million
0.01% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,695,182
shares
|
$58.3 Million
0.59% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
1,639,133
shares
|
$56.4 Million
9.43% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
1,443,077
shares
|
$49.7 Million
4.06% of portfolio
|
Q3 2024
Added 38.64%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,414,849
shares
|
$48.7 Million
13.77% of portfolio
|
Q3 2024
Added 3.35%
|