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 420 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
66,507
shares
|
$2.41 Million
0.45% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
66,176
shares
|
$2.4 Million
0.16% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
60,092
shares
|
$2.18 Million
1.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
60,046
shares
|
$2.17 Million
1.2% of portfolio
|
Q1 2025
Added 38.93%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
59,643
shares
|
$2.16 Million
0.18% of portfolio
|
Q1 2025
Added 99.18%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
57,927
shares
|
$2.1 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
56,770
shares
|
$2.06 Million
1.7% of portfolio
|
Q1 2025
Added 114.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
55,986
shares
|
$2.03 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,435
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
54,481
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
53,818
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 1145.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
51,550
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2025
Added 56.2%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
50,542
shares
|
$1.83 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
47,625
shares
|
$1.72 Million
0.78% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
46,368
shares
|
$1.68 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
46,349
shares
|
$1.68 Million
0.1% of portfolio
|
Q1 2025
Added 67.94%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
45,782
shares
|
$1.66 Million
0.53% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
44,806
shares
|
$1.62 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
43,335
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 37.13%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
43,139
shares
|
$1.56 Million
0.57% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
42,998
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
41,814
shares
|
$1.51 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
41,229
shares
|
$1.49 Million
0.96% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
40,468
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
39,699
shares
|
$1.44 Million
0.44% of portfolio
|
Q1 2025
Added 157.05%
|