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 416 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
38,061,156
shares
|
$1.24 Billion
2.93% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,031,917
shares
|
$1.14 Billion
0.39% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,149,756
shares
|
$266 Million
11.99% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,048,482
shares
|
$230 Million
15.92% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,937,524
shares
|
$227 Million
4.35% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,129,103
shares
|
$200 Million
4.38% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,875,025
shares
|
$94 Million
0.16% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,755,707
shares
|
$90.1 Million
0.19% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
2,583,039
shares
|
$84.4 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,406,046
shares
|
$78.6 Million
10.9% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,384,003
shares
|
$77.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,225,529
shares
|
$72.7 Million
0.04% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,099,693
shares
|
$68.6 Million
0.75% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,081,416
shares
|
$68 Million
6.37% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,074,375
shares
|
$67.8 Million
1.12% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,040,981
shares
|
$66.7 Million
7.44% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,036,741
shares
|
$66.6 Million
2.61% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
2,009,693
shares
|
$65.7 Million
10.54% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,787,044
shares
|
$58.4 Million
0.73% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,741,233
shares
|
$56.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,733,139
shares
|
$56.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,726,763
shares
|
$56.4 Million
0.02% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,658,193
shares
|
$54.2 Million
9.16% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,581,687
shares
|
$51.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,484,568
shares
|
$48.5 Million
4.48% of portfolio
|
Q1 2025
Added 8.82%
|