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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
6,320
shares
|
$238,011
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,317
shares
|
$237,898
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,256
shares
|
$235,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
6,238
shares
|
$234,923
0.1% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
6,195
shares
|
$233,303
0.08% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
6,126
shares
|
$230,705
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
5,871
shares
|
$221,101
0.1% of portfolio
|
Q3 2025
Added 76.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
5,700
shares
|
$214,661
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
5,666
shares
|
$213,381
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,588
shares
|
$210,444
0.06% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,586
shares
|
$210,368
0.01% of portfolio
|
Q3 2025
Reduced 52.42%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,585
shares
|
$210,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
5,449
shares
|
$205,209
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
5,391
shares
|
$203,025
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,028
shares
|
$189,354
0.0% of portfolio
|
Q3 2025
Added 23.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,460
shares
|
$167,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,236
shares
|
$159,527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,979
shares
|
$149,849
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,801
shares
|
$143,145
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,367
shares
|
$126,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
3,191
shares
|
$120,173
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
2,845
shares
|
$107,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,600
shares
|
$97,915
0.0% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,576
shares
|
$97,012
0.02% of portfolio
|
Q4 2022
Added 28.93%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
2,350
shares
|
$88,500
0.0% of portfolio
|
Q3 2025
Reduced 21.67%
|
|