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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
195,428
shares
|
$7.07 Million
0.39% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
184,809
shares
|
$6.69 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
184,804
shares
|
$6.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
181,101
shares
|
$6.56 Million
4.33% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
175,152
shares
|
$6.34 Million
0.92% of portfolio
|
Q1 2025
Added 70.76%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
174,403
shares
|
$6.31 Million
3.11% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
173,319
shares
|
$6.27 Million
1.22% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
170,476
shares
|
$6.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
167,872
shares
|
$6.08 Million
1.26% of portfolio
|
Q1 2025
Added 86.87%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
165,788
shares
|
$6 Million
2.96% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
165,618
shares
|
$6 Million
5.45% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
164,647
shares
|
$5.96 Million
3.17% of portfolio
|
Q1 2025
Added 18.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
161,010
shares
|
$5.83 Million
1.6% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
158,626
shares
|
$5.74 Million
1.67% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
155,836
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
153,678
shares
|
$5.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
152,211
shares
|
$5.51 Million
2.74% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
150,422
shares
|
$5.45 Million
4.55% of portfolio
|
Q1 2025
New holding
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
149,312
shares
|
$5.41 Million
1.53% of portfolio
|
Q1 2025
Reduced 56.7%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
146,772
shares
|
$5.31 Million
3.05% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
141,976
shares
|
$5.14 Million
1.16% of portfolio
|
Q3 2023
Added 43.19%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
140,865
shares
|
$5.1 Million
1.3% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
134,661
shares
|
$4.87 Million
0.01% of portfolio
|
Q1 2025
Added 76.22%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
133,970
shares
|
$4.85 Million
0.73% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
131,045
shares
|
$4.74 Million
1.06% of portfolio
|
Q1 2025
Added 0.32%
|