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 |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
278,942
shares
|
$10.1 Million
3.46% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
267,438
shares
|
$9.68 Million
5.35% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
262,687
shares
|
$9.51 Million
3.61% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
257,514
shares
|
$9.32 Million
4.5% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
254,767
shares
|
$9.22 Million
2.09% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
253,250
shares
|
$9.17 Million
3.83% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
250,095
shares
|
$9.05 Million
7.39% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
249,466
shares
|
$9.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
239,627
shares
|
$8.67 Million
5.56% of portfolio
|
Q1 2025
Added 250.31%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
231,608
shares
|
$8.38 Million
1.5% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
228,314
shares
|
$8.26 Million
6.64% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
226,977
shares
|
$8.22 Million
5.49% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
225,086
shares
|
$8.15 Million
4.12% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
216,860
shares
|
$7.85 Million
1.81% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
215,254
shares
|
$7.79 Million
0.29% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
213,372
shares
|
$7.72 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
213,100
shares
|
$7.71 Million
5.08% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
213,045
shares
|
$7.71 Million
0.69% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
212,007
shares
|
$7.67 Million
0.75% of portfolio
|
Q1 2025
Added 1352.8%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
211,931
shares
|
$7.67 Million
1.1% of portfolio
|
Q1 2025
Added 2379.31%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
200,363
shares
|
$7.25 Million
4.51% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
200,276
shares
|
$7.25 Million
7.48% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
198,521
shares
|
$7.19 Million
3.13% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
198,438
shares
|
$7.18 Million
1.37% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
197,327
shares
|
$7.14 Million
4.13% of portfolio
|
Q1 2025
Added 144.47%
|