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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,920
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
34,387
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
34,279
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
33,133
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
32,722
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2024
Added 186.33%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
30,850
shares
|
$1.05 Million
0.23% of portfolio
|
Q4 2022
Added 37.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,078
shares
|
$990,396
0.0% of portfolio
|
Q3 2024
Added 76.4%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
28,637
shares
|
$975,376
0.12% of portfolio
|
Q3 2024
Added 58.2%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
28,182
shares
|
$959,878
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
27,500
shares
|
$936,650
0.08% of portfolio
|
Q3 2024
Added 17.36%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
27,216
shares
|
$926,976
0.22% of portfolio
|
Q3 2024
Added 106.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,850
shares
|
$914,511
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
26,326
shares
|
$896,663
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
26,133
shares
|
$890,089
0.44% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
25,377
shares
|
$864,340
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
23,836
shares
|
$811,854
0.5% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
23,820
shares
|
$811,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
23,362
shares
|
$795,709
0.4% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
22,519
shares
|
$766,997
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
21,676
shares
|
$738,284
0.17% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
21,463
shares
|
$731,029
0.23% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,351
shares
|
$727,215
0.17% of portfolio
|
Q3 2024
Added 67.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,776
shares
|
$707,630
0.03% of portfolio
|
Q3 2024
Added 76.76%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
20,168
shares
|
$686,922
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
20,159
shares
|
$686,615
0.3% of portfolio
|
Q3 2024
Added 1.31%
|