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 460 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $9.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
40,120,427
shares
|
$1.48 Billion
2.95% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,539,311
shares
|
$1.35 Billion
0.4% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,149,756
shares
|
$300 Million
11.99% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
7,169,400
shares
|
$264 Million
4.42% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,048,482
shares
|
$260 Million
15.92% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,365,367
shares
|
$235 Million
4.12% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
2,899,444
shares
|
$107 Million
0.13% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,872,164
shares
|
$106 Million
0.18% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,650,009
shares
|
$97.7 Million
2.72% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,379,974
shares
|
$87.7 Million
0.04% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,341,055
shares
|
$86.3 Million
10.3% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,305,687
shares
|
$85 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,269,910
shares
|
$83.7 Million
1.15% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,223,094
shares
|
$82 Million
1.28% of portfolio
|
Q2 2025
Added 112.08%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,101,350
shares
|
$77.5 Million
6.62% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,099,693
shares
|
$77.4 Million
0.75% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,075,242
shares
|
$76.5 Million
2.64% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,046,792
shares
|
$75.5 Million
10.38% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$75.3 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,985,660
shares
|
$73.2 Million
0.03% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,972,731
shares
|
$72.7 Million
0.65% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,902,011
shares
|
$70.1 Million
1.93% of portfolio
|
Q2 2025
Added 33.07%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
1,874,235
shares
|
$69.1 Million
13.7% of portfolio
|
Q2 2025
Added 109.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,784,483
shares
|
$65.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,747,750
shares
|
$64.4 Million
0.14% of portfolio
|
Q2 2025
Added 0.37%
|