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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
84,129
shares
|
$3.05 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
83,285
shares
|
$3.01 Million
0.16% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
83,251
shares
|
$3.01 Million
6.5% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
82,383
shares
|
$2.98 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
81,465
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
80,482
shares
|
$2.91 Million
1.93% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
77,454
shares
|
$2.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
76,558
shares
|
$2.77 Million
2.12% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
75,646
shares
|
$2.74 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
74,307
shares
|
$2.69 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
74,282
shares
|
$2.69 Million
0.72% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
73,378
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
73,336
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
73,282
shares
|
$2.65 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
72,079
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 32.56%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
71,636
shares
|
$2.59 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
71,245
shares
|
$2.58 Million
2.13% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
70,536
shares
|
$2.55 Million
0.56% of portfolio
|
Q1 2025
Added 52.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
70,202
shares
|
$2.54 Million
0.05% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
69,181
shares
|
$2.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
68,314
shares
|
$2.47 Million
1.77% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
68,174
shares
|
$2.47 Million
1.95% of portfolio
|
Q1 2025
Added 33.37%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
67,584
shares
|
$2.45 Million
1.18% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
67,549
shares
|
$2.45 Million
0.23% of portfolio
|
Q1 2025
Added 60.41%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
66,571
shares
|
$2.41 Million
2.43% of portfolio
|
Q1 2025
Added 22.59%
|