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 391 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
26,643
shares
|
$909,059
0.45% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
26,495
shares
|
$904,009
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
26,478
shares
|
$903,429
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
26,091
shares
|
$890,224
0.0% of portfolio
|
Q4 2024
Added 42.65%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
24,691
shares
|
$842,456
0.11% of portfolio
|
Q4 2024
Added 175.23%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
24,120
shares
|
$822,974
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,469
shares
|
$800,762
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
23,362
shares
|
$797,111
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
23,362
shares
|
$797,111
0.39% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
23,007
shares
|
$784,998
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,913
shares
|
$781,791
0.01% of portfolio
|
Q4 2024
Added 64.26%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
22,700
shares
|
$774,524
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
22,521
shares
|
$768,416
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
22,515
shares
|
$768,211
0.47% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
21,740
shares
|
$741,768
0.16% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
21,476
shares
|
$732,761
0.06% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
21,463
shares
|
$732,317
0.23% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,351
shares
|
$728,496
0.17% of portfolio
|
Q3 2024
Added 67.45%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,168
shares
|
$688,132
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
19,731
shares
|
$673,221
0.28% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,305
shares
|
$658,686
0.0% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
18,977
shares
|
$647,495
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
18,734
shares
|
$639,204
0.21% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,376
shares
|
$626,989
0.0% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
17,872
shares
|
$609,792
0.2% of portfolio
|
Q4 2024
New holding
|