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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,484,568
shares
|
$53.7 Million
4.48% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,450,615
shares
|
$52.5 Million
13.1% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,438,723
shares
|
$52.1 Million
7.65% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,358,266
shares
|
$49.2 Million
1.13% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
1,356,105
shares
|
$49.1 Million
3.94% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
1,286,269
shares
|
$46.6 Million
9.54% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
1,278,843
shares
|
$46.3 Million
27.95% of portfolio
|
Q1 2025
Added 89.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,222,847
shares
|
$44.3 Million
0.07% of portfolio
|
Q1 2025
Added 100.36%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,222,370
shares
|
$44.2 Million
6.56% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,175,788
shares
|
$42.6 Million
7.59% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,158,622
shares
|
$41.9 Million
2.5% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,153,300
shares
|
$41.7 Million
1.0% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,152,422
shares
|
$41.7 Million
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,132,910
shares
|
$41 Million
0.78% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
1,132,910
shares
|
$41 Million
0.9% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,124,693
shares
|
$40.7 Million
0.19% of portfolio
|
Q2 2023
Added 107.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,115,004
shares
|
$40.4 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,072,575
shares
|
$38.8 Million
8.87% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,065,745
shares
|
$38.6 Million
0.05% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
1,061,930
shares
|
$38.4 Million
2.27% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
1,048,243
shares
|
$37.9 Million
0.98% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,033,042
shares
|
$37.4 Million
6.69% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,027,196
shares
|
$37.2 Million
0.29% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,010,553
shares
|
$36.6 Million
2.9% of portfolio
|
Q1 2025
Added 40.71%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
1,005,284
shares
|
$36.4 Million
1.17% of portfolio
|
Q1 2025
Added 2.5%
|