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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,809
shares
|
$557,706
0.01% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
14,791
shares
|
$557,029
0.09% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
14,751
shares
|
$555,522
0.14% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
14,534
shares
|
$547,350
0.22% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
14,359
shares
|
$540,759
0.22% of portfolio
|
Q4 2025
Reduced 7.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
14,352
shares
|
$540,496
0.0% of portfolio
|
Q3 2025
Added 68.83%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
14,296
shares
|
$538,387
0.17% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
14,218
shares
|
$535,449
0.06% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,009
shares
|
$527,578
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
13,982
shares
|
$526,562
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
13,827
shares
|
$520,724
0.01% of portfolio
|
Q3 2025
Added 126.41%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
13,800
shares
|
$519,707
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,476
shares
|
$507,506
0.01% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
13,420
shares
|
$505,397
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
13,395
shares
|
$504,455
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
13,388
shares
|
$504,192
0.02% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Unison Advisors LLC
|
Jan 20, 2026 Q4 2025 |
13,306
shares
|
$501,103
0.06% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
12,878
shares
|
$484,985
0.06% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
12,839
shares
|
$483,516
0.08% of portfolio
|
Q3 2025
Added 45.55%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
12,722
shares
|
$479,110
0.2% of portfolio
|
Q4 2025
Reduced 57.98%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
12,600
shares
|
$474,515
0.04% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
12,568
shares
|
$473,310
0.01% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,223
shares
|
$460,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,193
shares
|
$459,188
0.24% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
12,169
shares
|
$458,284
0.02% of portfolio
|
Q4 2025
Added 0.19%
|
|