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 |
|---|---|---|---|---|---|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
418,511
shares
|
$15.2 Million
2.89% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
408,923
shares
|
$14.8 Million
6.91% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
401,288
shares
|
$14.5 Million
4.62% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
394,567
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2025
Added 22.93%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
393,164
shares
|
$14.2 Million
1.02% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
390,424
shares
|
$14.1 Million
2.44% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
369,015
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
367,059
shares
|
$13.3 Million
0.42% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
365,087
shares
|
$13.2 Million
2.95% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
364,595
shares
|
$13.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
364,595
shares
|
$13.2 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
360,125
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
359,458
shares
|
$13 Million
4.36% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
358,457
shares
|
$13 Million
2.25% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
350,441
shares
|
$12.7 Million
4.37% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
335,400
shares
|
$12.1 Million
0.31% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
335,104
shares
|
$12.1 Million
7.04% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
331,100
shares
|
$12 Million
7.55% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
321,647
shares
|
$11.6 Million
9.31% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
320,693
shares
|
$11.6 Million
5.64% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
314,749
shares
|
$11.4 Million
6.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
313,069
shares
|
$11.3 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
310,634
shares
|
$11.2 Million
4.43% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
305,423
shares
|
$11.1 Million
2.29% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
303,988
shares
|
$11 Million
5.22% of portfolio
|
Q1 2025
Added 1.71%
|