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 |
|---|---|---|---|---|---|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
187,912
shares
|
$6.4 Million
1.34% of portfolio
|
Q3 2024
Added 260.29%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
184,017
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.54%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
183,034
shares
|
$6.23 Million
3.19% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
174,403
shares
|
$5.94 Million
3.11% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
173,600
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2024
Added 1235.38%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
163,629
shares
|
$5.57 Million
1.23% of portfolio
|
Q3 2024
Added 122.0%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
161,010
shares
|
$5.48 Million
1.6% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
158,626
shares
|
$5.4 Million
1.67% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
151,246
shares
|
$5.15 Million
1.3% of portfolio
|
Q3 2024
Added 37.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
148,852
shares
|
$5.07 Million
0.34% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
143,636
shares
|
$4.89 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
141,976
shares
|
$4.84 Million
1.16% of portfolio
|
Q3 2023
Added 43.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
139,479
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
134,551
shares
|
$4.58 Million
0.59% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
129,871
shares
|
$4.42 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
124,455
shares
|
$4.24 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
119,219
shares
|
$4.06 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
113,681
shares
|
$3.87 Million
0.14% of portfolio
|
Q3 2024
Added 90.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
109,885
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
109,465
shares
|
$3.73 Million
1.12% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
107,309
shares
|
$3.65 Million
1.12% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
104,523
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
103,998
shares
|
$3.54 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
103,604
shares
|
$3.53 Million
1.0% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
98,381
shares
|
$3.35 Million
1.2% of portfolio
|
Q2 2024
Added 39.79%
|