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 |
|---|---|---|---|---|---|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
6,238
shares
|
$225,815
0.1% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
6,126
shares
|
$221,761
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,841
shares
|
$211,444
0.07% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,778
shares
|
$136,763
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
3,573
shares
|
$129,342
0.04% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
3,567
shares
|
$129,125
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,367
shares
|
$121,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3,333
shares
|
$120,654
0.06% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,191
shares
|
$115,514
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,725
shares
|
$98,645
0.0% of portfolio
|
Q1 2025
Added 1127.48%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,600
shares
|
$94,120
0.0% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,576
shares
|
$93,251
0.02% of portfolio
|
Q4 2022
Added 28.93%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
2,308
shares
|
$83,549
0.02% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,188
shares
|
$79,205
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,096
shares
|
$75,875
0.0% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,076
shares
|
$75,151
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,781
shares
|
$64,472
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,572
shares
|
$56,906
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,472
shares
|
$53,286
0.02% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,465
shares
|
$53,033
0.0% of portfolio
|
Q3 2023
Added 47.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,319
shares
|
$47,747
0.0% of portfolio
|
Q1 2025
Added 53.55%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,182
shares
|
$42,788
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
894
shares
|
$32,362
0.0% of portfolio
|
Q4 2024
Added 174.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
806
shares
|
$29,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
635
shares
|
$22,987
0.0% of portfolio
|
Q4 2024
New holding
|