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 328 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
7,380
shares
|
$251,362
0.17% of portfolio
|
Q4 2023
Reduced 12.88%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
7,365
shares
|
$250,851
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
7,358
shares
|
$250,613
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
7,253
shares
|
$247,037
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
7,185
shares
|
$244,721
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,175
shares
|
$244,380
0.18% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
7,105
shares
|
$241,996
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,932
shares
|
$236,103
0.14% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
6,924
shares
|
$235,831
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,365
shares
|
$216,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,166
shares
|
$210,013
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,100
shares
|
$207,766
0.0% of portfolio
|
Q3 2024
Reduced 56.61%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
5,890
shares
|
$200,613
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,649
shares
|
$192,404
0.05% of portfolio
|
Q2 2024
Added 27.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,179
shares
|
$176,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,803
shares
|
$163,590
0.0% of portfolio
|
Q2 2024
Reduced 47.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
4,550
shares
|
$154,973
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,940
shares
|
$134,196
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
3,415
shares
|
$116,314
0.07% of portfolio
|
Q3 2024
Added 354.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,735
shares
|
$93,154
0.0% of portfolio
|
Q3 2024
Added 447.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
2,673
shares
|
$91,042
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,576
shares
|
$87,738
0.02% of portfolio
|
Q4 2022
Added 28.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,389
shares
|
$81,369
0.0% of portfolio
|
Q3 2024
Added 42.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,076
shares
|
$70,708
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,011
shares
|
$68,494
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|