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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
128,730
shares
|
$4.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
128,655
shares
|
$4.66 Million
0.09% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
126,983
shares
|
$4.6 Million
3.1% of portfolio
|
Q1 2025
Reduced 69.65%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
122,372
shares
|
$4.43 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
119,219
shares
|
$4.32 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
116,330
shares
|
$4.21 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
115,569
shares
|
$4.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
111,136
shares
|
$4.02 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
108,254
shares
|
$3.92 Million
0.5% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
105,403
shares
|
$3.82 Million
0.05% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
103,697
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Added 58.19%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
103,084
shares
|
$3.73 Million
0.38% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
102,514
shares
|
$3.71 Million
1.89% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
100,515
shares
|
$3.64 Million
2.64% of portfolio
|
Q1 2025
Added 342.8%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
99,267
shares
|
$3.59 Million
1.55% of portfolio
|
Q1 2025
Added 116.54%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
98,824
shares
|
$3.58 Million
0.25% of portfolio
|
Q1 2025
Added 47.75%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
98,803
shares
|
$3.58 Million
0.41% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
98,381
shares
|
$3.56 Million
1.2% of portfolio
|
Q2 2024
Added 39.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
96,981
shares
|
$3.51 Million
0.31% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
96,388
shares
|
$3.49 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
94,026
shares
|
$3.4 Million
1.61% of portfolio
|
Q1 2025
Added 485.43%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
92,515
shares
|
$3.35 Million
1.55% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
90,759
shares
|
$3.29 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
89,361
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
84,941
shares
|
$3.07 Million
2.22% of portfolio
|
Q1 2025
Added 5.08%
|