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 416 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
534,580
shares
|
$18.5 Million
12.82% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
529,844
shares
|
$18.3 Million
2.26% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
529,492
shares
|
$18.3 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
511,060
shares
|
$17.7 Million
4.92% of portfolio
|
Q3 2023
Added 47.35%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
499,943
shares
|
$17.3 Million
9.86% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
498,556
shares
|
$17.2 Million
1.35% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
495,479
shares
|
$17.1 Million
3.34% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
494,225
shares
|
$17.1 Million
6.01% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
492,789
shares
|
$17 Million
5.62% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
492,503
shares
|
$17 Million
9.96% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
491,709
shares
|
$17 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
482,687
shares
|
$16.7 Million
3.33% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
482,055
shares
|
$16.7 Million
8.39% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
477,970
shares
|
$16.5 Million
0.2% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
473,359
shares
|
$16.3 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
469,305
shares
|
$16.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
458,117
shares
|
$15.8 Million
6.7% of portfolio
|
Q1 2025
Added 47.12%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
451,996
shares
|
$15.6 Million
1.24% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
443,944
shares
|
$15.3 Million
12.87% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
441,060
shares
|
$15.2 Million
0.03% of portfolio
|
Q1 2025
Added 74.06%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
437,769
shares
|
$15.1 Million
4.22% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
436,312
shares
|
$15.1 Million
4.64% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
429,103
shares
|
$14.8 Million
6.26% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
428,778
shares
|
$14.8 Million
9.36% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,352
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Added 35.29%
|