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 461 institutions that hold shares in the stock, with a total of 244 Million shares, which have been reported (via 13F filing form) to have a value of $9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,746
shares
|
$101,245
0.07% of portfolio
|
Q2 2025
Reduced 64.81%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,600
shares
|
$95,862
0.0% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,576
shares
|
$94,977
0.02% of portfolio
|
Q4 2022
Added 28.93%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
2,308
shares
|
$85,095
0.02% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,188
shares
|
$80,671
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,076
shares
|
$76,542
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,021
shares
|
$74,514
0.02% of portfolio
|
Q2 2025
Reduced 43.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,781
shares
|
$65,665
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
1,572
shares
|
$57,959
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,465
shares
|
$54,014
0.0% of portfolio
|
Q3 2023
Added 47.24%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,186
shares
|
$43,727
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,050
shares
|
$38,713
0.0% of portfolio
|
Q2 2025
Added 110.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$36,870
0.01% of portfolio
|
Q2 2025
Reduced 32.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
806
shares
|
$29,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
744
shares
|
$27,431
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
589
shares
|
$21,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
493
shares
|
$18,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
433
shares
|
$15,964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
425
shares
|
$15,669
0.01% of portfolio
|
Q2 2025
Added 286.36%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
423
shares
|
$15,596
0.0% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
349
shares
|
$12,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
334
shares
|
$12,314
0.0% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
326
shares
|
$12,019
0.0% of portfolio
|
Q2 2025
Reduced 63.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
290
shares
|
$10,692
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
257
shares
|
$9,475
0.0% of portfolio
|
Q3 2024
New holding
|