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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
18,106
shares
|
$655,437
0.02% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
17,875
shares
|
$647,075
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
17,774
shares
|
$643,418
0.2% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
17,281
shares
|
$625,572
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
16,833
shares
|
$609,354
0.41% of portfolio
|
Q1 2025
Added 39.74%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,762
shares
|
$606,784
0.2% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,460
shares
|
$595,852
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,071
shares
|
$581,770
0.15% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,831
shares
|
$573,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
15,615
shares
|
$565,263
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
15,081
shares
|
$545,932
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,783
shares
|
$535,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,755
shares
|
$534,131
0.51% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
14,754
shares
|
$534,094
0.05% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
14,413
shares
|
$521,750
0.25% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
14,367
shares
|
$520,085
0.03% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
14,062
shares
|
$509,044
0.1% of portfolio
|
Q1 2025
Added 44.76%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,953
shares
|
$505,098
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
13,735
shares
|
$497,207
0.39% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,476
shares
|
$487,831
0.01% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,427
shares
|
$486,057
0.0% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
13,420
shares
|
$485,804
0.09% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
13,388
shares
|
$484,645
0.02% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
13,378
shares
|
$484,283
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
13,195
shares
|
$477,659
0.06% of portfolio
|
Q1 2025
Added 0.24%
|