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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
66,294
shares
|
$2.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
65,899
shares
|
$2.48 Million
0.85% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
65,761
shares
|
$2.48 Million
0.16% of portfolio
|
Q3 2025
Reduced 58.18%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
65,249
shares
|
$2.46 Million
0.89% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
64,012
shares
|
$2.41 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
60,052
shares
|
$2.26 Million
0.52% of portfolio
|
Q4 2025
Added 42.81%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
59,755
shares
|
$2.25 Million
0.67% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
59,130
shares
|
$2.23 Million
0.2% of portfolio
|
Q4 2025
Added 68.67%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
57,927
shares
|
$2.18 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
57,849
shares
|
$2.18 Million
0.91% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
57,378
shares
|
$2.16 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,435
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
55,053
shares
|
$2.07 Million
0.65% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
53,095
shares
|
$2 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
52,921
shares
|
$1.99 Million
0.56% of portfolio
|
Q3 2025
Added 363.41%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
51,755
shares
|
$1.95 Million
0.47% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
49,007
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 62.96%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
48,238
shares
|
$1.82 Million
0.71% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
48,233
shares
|
$1.82 Million
0.65% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
46,595
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2025
Added 4.74%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
46,324
shares
|
$1.74 Million
0.57% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,101
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 372.54%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
45,708
shares
|
$1.72 Million
1.4% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
45,647
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
45,410
shares
|
$1.71 Million
1.14% of portfolio
|
Q3 2025
Reduced 3.62%
|
|