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 493 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryant Woods Investment Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
89,082
shares
|
$3.35 Million
1.46% of portfolio
|
Q4 2025
Reduced 3.32%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
88,813
shares
|
$3.34 Million
0.21% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
88,056
shares
|
$3.32 Million
1.44% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
87,009
shares
|
$3.28 Million
0.27% of portfolio
|
Q4 2025
Added 3.99%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
85,004
shares
|
$3.2 Million
0.95% of portfolio
|
Q4 2025
Added 58.24%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
84,650
shares
|
$3.19 Million
0.08% of portfolio
|
Q3 2025
Reduced 23.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
84,129
shares
|
$3.17 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
82,903
shares
|
$3.12 Million
0.2% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
82,542
shares
|
$3.11 Million
2.23% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Hbe Wealth Management, LLC
Lincoln, NE |
Jan 20, 2026 Q4 2025 |
81,199
shares
|
$3.06 Million
2.91% of portfolio
|
Q4 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
81,084
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
79,860
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
79,627
shares
|
$3 Million
1.83% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
78,868
shares
|
$2.97 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
78,817
shares
|
$2.97 Million
0.75% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
75,646
shares
|
$2.85 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 20, 2026 Q4 2025 |
74,595
shares
|
$2.81 Million
2.74% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
74,307
shares
|
$2.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
73,375
shares
|
$2.76 Million
0.07% of portfolio
|
Q3 2025
Added 86.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
73,370
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
72,033
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Added 55.28%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jan 14, 2026 Q4 2025 |
70,418
shares
|
$2.65 Million
2.47% of portfolio
|
Q4 2025
Reduced 15.41%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
69,739
shares
|
$2.63 Million
0.13% of portfolio
|
Q3 2025
Added 37.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
68,554
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2025
Added 8.96%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
67,741
shares
|
$2.55 Million
0.16% of portfolio
|
Q2 2025
Added 2.36%
|
|