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 |
|---|---|---|---|---|---|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
9,368
shares
|
$339,121
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
9,362
shares
|
$338,904
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,336
shares
|
$337,963
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,244
shares
|
$334,632
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
8,998
shares
|
$325,727
0.21% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
8,821
shares
|
$319,320
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
8,586
shares
|
$310,813
0.07% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
8,406
shares
|
$304,297
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
8,368
shares
|
$302,921
0.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,321
shares
|
$301,220
0.26% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
8,140
shares
|
$294,668
0.01% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,111
shares
|
$293,618
0.0% of portfolio
|
Q1 2025
Reduced 33.84%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,975
shares
|
$288,695
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,803
shares
|
$282,468
0.0% of portfolio
|
Q1 2025
Added 23.78%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
7,803
shares
|
$282,468
0.18% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
7,785
shares
|
$281,817
0.17% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
7,758
shares
|
$280,839
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
7,701
shares
|
$278,776
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,175
shares
|
$259,735
0.18% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,136
shares
|
$258,323
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,932
shares
|
$250,938
0.14% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,917
shares
|
$250,395
0.01% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,468
shares
|
$234,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
6,451
shares
|
$233,526
0.17% of portfolio
|
Q2 2025
Reduced 45.56%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,403
shares
|
$231,788
0.0% of portfolio
|
Q1 2025
Reduced 72.72%
|