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 |
|---|---|---|---|---|---|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
39,387
shares
|
$1.43 Million
1.18% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
39,137
shares
|
$1.42 Million
0.65% of portfolio
|
Q1 2025
Added 47.81%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
38,766
shares
|
$1.4 Million
0.58% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
38,712
shares
|
$1.4 Million
0.58% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
38,439
shares
|
$1.39 Million
0.83% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
37,150
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
36,729
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
Added 30.31%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
35,960
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
34,910
shares
|
$1.26 Million
0.1% of portfolio
|
Q1 2025
Reduced 27.91%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
34,279
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
34,021
shares
|
$1.23 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
33,297
shares
|
$1.21 Million
0.37% of portfolio
|
Q1 2025
Added 100.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
33,128
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
31,791
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
31,737
shares
|
$1.15 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
31,219
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
31,122
shares
|
$1.13 Million
0.7% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
30,850
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2022
Added 37.51%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
29,308
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
29,296
shares
|
$1.06 Million
1.1% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
28,823
shares
|
$1.04 Million
0.31% of portfolio
|
Q1 2025
Reduced 72.5%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
27,751
shares
|
$1 Million
0.12% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,521
shares
|
$996,260
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
27,440
shares
|
$993,328
0.39% of portfolio
|
Q1 2025
Added 248.84%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
27,157
shares
|
$983,083
0.05% of portfolio
|
Q1 2025
New holding
|