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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
29,596
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
29,029
shares
|
$1.09 Million
0.4% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
28,194
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
27,988
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
27,768
shares
|
$1.05 Million
0.67% of portfolio
|
Q3 2025
Added 17.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
27,559
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
27,540
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2025
Added 34.03%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
27,415
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
27,372
shares
|
$1.03 Million
0.44% of portfolio
|
Q2 2025
Added 30.79%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jan 22, 2026 Q4 2025 |
27,151
shares
|
$1.02 Million
0.72% of portfolio
|
Q4 2025
Added 8.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
26,912
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
26,105
shares
|
$983,114
0.02% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
24,667
shares
|
$928,959
0.12% of portfolio
|
Q3 2025
Added 23.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
24,580
shares
|
$925,682
0.01% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
24,172
shares
|
$910,317
0.38% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
23,969
shares
|
$902,672
0.22% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
23,802
shares
|
$896,383
0.0% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
23,352
shares
|
$879,436
0.03% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
22,570
shares
|
$849,986
0.01% of portfolio
|
Q4 2025
Reduced 22.99%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
22,536
shares
|
$848,705
0.3% of portfolio
|
Q2 2025
Reduced 97.4%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
21,463
shares
|
$808,296
0.23% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,351
shares
|
$804,078
0.17% of portfolio
|
Q3 2024
Added 67.45%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,289
shares
|
$801,743
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
21,191
shares
|
$798,053
0.02% of portfolio
|
Q3 2025
Added 26.54%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
20,932
shares
|
$788,299
0.14% of portfolio
|
Q3 2025
Added 12.44%
|
|