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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
27,004
shares
|
$977,544
0.45% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
25,954
shares
|
$939,534
0.27% of portfolio
|
Q1 2025
Added 76.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
25,580
shares
|
$925,996
0.0% of portfolio
|
Q1 2025
Added 99.7%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
24,653
shares
|
$892,438
0.68% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,566
shares
|
$853,089
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
23,362
shares
|
$845,704
0.38% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23,350
shares
|
$845,270
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
23,007
shares
|
$832,853
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
22,536
shares
|
$815,803
0.3% of portfolio
|
Q2 2025
Reduced 97.4%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
21,793
shares
|
$788,906
0.15% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
21,732
shares
|
$786,698
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
21,463
shares
|
$776,960
0.23% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,351
shares
|
$772,906
0.17% of portfolio
|
Q3 2024
Added 67.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,189
shares
|
$767,041
0.02% of portfolio
|
Q1 2025
Reduced 66.69%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
20,929
shares
|
$757,629
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
20,808
shares
|
$753,249
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
20,548
shares
|
$743,837
0.52% of portfolio
|
Q1 2025
Added 46.52%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
20,289
shares
|
$734,461
0.42% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
20,168
shares
|
$730,081
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
19,782
shares
|
$716,108
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,589
shares
|
$672,921
0.02% of portfolio
|
Q1 2025
Added 22.79%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
18,528
shares
|
$670,713
0.02% of portfolio
|
Q1 2025
Added 232.34%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,376
shares
|
$665,211
0.0% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
18,281
shares
|
$661,772
0.25% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
18,112
shares
|
$655,654
0.02% of portfolio
|
Q1 2025
Added 9.19%
|