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 |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
45,394
shares
|
$1.71 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
45,199
shares
|
$1.7 Million
1.08% of portfolio
|
Q4 2025
Added 30.64%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
44,456
shares
|
$1.67 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
42,537
shares
|
$1.6 Million
0.43% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
41,814
shares
|
$1.57 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
41,535
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
41,259
shares
|
$1.55 Million
0.94% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
40,597
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
40,414
shares
|
$1.52 Million
1.04% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
40,354
shares
|
$1.52 Million
1.32% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
39,837
shares
|
$1.5 Million
1.08% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
39,675
shares
|
$1.49 Million
0.32% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
39,247
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
37,150
shares
|
$1.4 Million
0.22% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
35,389
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.63%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
35,209
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Added 61.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
34,581
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
34,279
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
33,502
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2025
Added 20.06%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
32,124
shares
|
$1.21 Million
0.73% of portfolio
|
Q3 2025
Reduced 27.25%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
31,614
shares
|
$1.19 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
31,289
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
30,850
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2022
Added 37.51%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
30,375
shares
|
$1.14 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
30,198
shares
|
$1.14 Million
0.72% of portfolio
|
Q4 2025
Added 0.15%
|
|