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 346 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,361,633
shares
|
$47.4 Million
1.06% of portfolio
|
Q3 2024
Added 44.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,308,301
shares
|
$45.6 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
1,305,322
shares
|
$45.5 Million
10.03% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
1,257,178
shares
|
$43.8 Million
7.62% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
1,255,102
shares
|
$43.7 Million
3.96% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,228,911
shares
|
$42.8 Million
6.72% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,205,662
shares
|
$42 Million
5.27% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,166,198
shares
|
$40.6 Million
7.23% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,152,422
shares
|
$40.1 Million
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,141,007
shares
|
$39.7 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,124,693
shares
|
$39.2 Million
0.19% of portfolio
|
Q2 2023
Added 107.11%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,072,575
shares
|
$37.3 Million
8.87% of portfolio
|
Q4 2023
New holding
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,025,382
shares
|
$35.7 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,025,382
shares
|
$35.7 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
1,018,075
shares
|
$35.4 Million
9.7% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,002,269
shares
|
$34.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
980,802
shares
|
$34.2 Million
1.18% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
966,725
shares
|
$33.7 Million
0.37% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
935,718
shares
|
$32.6 Million
2.2% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
919,613
shares
|
$32 Million
10.34% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
911,695
shares
|
$31.7 Million
6.19% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
895,056
shares
|
$31.2 Million
0.2% of portfolio
|
Q3 2024
Added 72.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
874,609
shares
|
$30.5 Million
1.23% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
850,872
shares
|
$29.6 Million
13.88% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
849,739
shares
|
$29.6 Million
0.0% of portfolio
|
Q3 2024
Added 15.33%
|