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 328 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
849,739
shares
|
$28.9 Million
0.0% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
819,419
shares
|
$27.9 Million
13.71% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
797,774
shares
|
$27.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
791,209
shares
|
$26.9 Million
4.73% of portfolio
|
Q3 2024
Reduced 47.3%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
782,391
shares
|
$26.6 Million
0.17% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
774,087
shares
|
$26.4 Million
7.99% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
770,937
shares
|
$26.3 Million
10.26% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
767,529
shares
|
$26.1 Million
8.76% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
700,750
shares
|
$23.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
689,267
shares
|
$23.5 Million
13.73% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
687,818
shares
|
$23.4 Million
11.18% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
658,878
shares
|
$22.4 Million
0.13% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
601,099
shares
|
$20.5 Million
1.83% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
574,819
shares
|
$19.6 Million
10.87% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
560,920
shares
|
$19.1 Million
0.7% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
548,512
shares
|
$18.7 Million
0.19% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
544,316
shares
|
$18.5 Million
13.35% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
522,383
shares
|
$17.8 Million
13.27% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
521,404
shares
|
$17.8 Million
2.22% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
514,307
shares
|
$17.5 Million
0.03% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
511,060
shares
|
$17.4 Million
4.92% of portfolio
|
Q3 2023
Added 47.35%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
505,249
shares
|
$17.2 Million
6.2% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
502,228
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
493,242
shares
|
$16.8 Million
5.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
491,990
shares
|
$16.8 Million
1.34% of portfolio
|
Q3 2024
Added 26.29%
|