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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
985,640
shares
|
$35.7 Million
2.64% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
981,259
shares
|
$35.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
919,613
shares
|
$33.3 Million
10.34% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
905,693
shares
|
$32.8 Million
0.19% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
894,617
shares
|
$32.4 Million
7.83% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
874,873
shares
|
$31.7 Million
0.33% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
847,714
shares
|
$30.7 Million
8.78% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
847,605
shares
|
$30.7 Million
0.16% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
836,754
shares
|
$30.3 Million
3.54% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
829,280
shares
|
$30 Million
2.34% of portfolio
|
Q2 2025
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
823,035
shares
|
$29.8 Million
13.25% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
805,387
shares
|
$29.2 Million
11.8% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
781,622
shares
|
$28.3 Million
3.18% of portfolio
|
Q1 2025
Added 30.89%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
779,772
shares
|
$28.2 Million
5.13% of portfolio
|
Q1 2025
Reduced 67.06%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
763,267
shares
|
$27.6 Million
9.63% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
760,626
shares
|
$27.5 Million
11.12% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
715,298
shares
|
$25.9 Million
2.06% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
712,489
shares
|
$25.8 Million
1.72% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
709,926
shares
|
$25.7 Million
7.37% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
687,746
shares
|
$24.9 Million
0.05% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
669,079
shares
|
$24.2 Million
0.84% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
659,989
shares
|
$23.9 Million
0.21% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
634,127
shares
|
$23 Million
6.28% of portfolio
|
Q1 2025
Added 29.67%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
561,253
shares
|
$20.3 Million
3.78% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
550,447
shares
|
$19.9 Million
13.62% of portfolio
|
Q1 2025
Added 2.68%
|