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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
12,451
shares
|
$450,726
0.08% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
12,430
shares
|
$449,966
0.17% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
12,065
shares
|
$436,753
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
11,880
shares
|
$430,056
0.06% of portfolio
|
Q1 2025
Added 83.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,768
shares
|
$426,001
0.06% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Black Point Wealth Management
Naples, FL |
Apr 14, 2025 Q1 2025 |
11,762
shares
|
$425,784
2.26% of portfolio
|
Q1 2025
Reduced 88.52%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
11,512
shares
|
$416,734
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
11,478
shares
|
$415,503
0.03% of portfolio
|
Q1 2025
Reduced 46.55%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
11,439
shares
|
$414,091
0.05% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
11,420
shares
|
$413,404
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
11,401
shares
|
$412,716
0.19% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
11,367
shares
|
$411,485
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
11,220
shares
|
$406,164
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
10,860
shares
|
$393,132
0.04% of portfolio
|
Q4 2022
Added 1.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
10,852
shares
|
$392,842
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
10,662
shares
|
$385,964
0.07% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
10,462
shares
|
$378,724
0.15% of portfolio
|
Q2 2024
Reduced 17.32%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
10,200
shares
|
$369,240
0.01% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
10,117
shares
|
$366,235
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
9,814
shares
|
$355,266
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
9,805
shares
|
$354,941
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,756
shares
|
$353,167
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
9,661
shares
|
$349,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,452
shares
|
$342,162
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
9,370
shares
|
$339,194
0.02% of portfolio
|
Q1 2025
Added 36.53%
|