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 393 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $7.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,347
shares
|
$278,873
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,163
shares
|
$272,725
0.01% of portfolio
|
Q4 2024
Added 69.96%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
8,055
shares
|
$269,117
0.07% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
7,975
shares
|
$266,444
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
7,866
shares
|
$262,803
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
7,788
shares
|
$260,197
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
7,508
shares
|
$250,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,380
shares
|
$246,565
0.22% of portfolio
|
Q4 2023
Reduced 12.88%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
7,358
shares
|
$245,830
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,175
shares
|
$239,716
0.18% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
7,105
shares
|
$237,378
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,026
shares
|
$234,738
0.15% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
6,983
shares
|
$233,302
0.08% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,969
shares
|
$232,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,932
shares
|
$231,598
0.14% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,863
shares
|
$229,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,658
shares
|
$222,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,460
shares
|
$215,828
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
6,329
shares
|
$211,451
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,304
shares
|
$210,616
0.0% of portfolio
|
Q4 2024
Added 3652.38%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
6,100
shares
|
$203,800
0.0% of portfolio
|
Q3 2024
Reduced 56.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,575
shares
|
$186,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,769
shares
|
$125,922
0.02% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
3,573
shares
|
$119,373
0.04% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
3,564
shares
|
$119,073
0.04% of portfolio
|
Q4 2024
New holding
|