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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
257
shares
|
$9,678
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
250
shares
|
$9,415
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
241
shares
|
$9,076
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
230
shares
|
$8,661
0.0% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
222
shares
|
$8,360
0.0% of portfolio
|
Q2 2025
Reduced 91.85%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
205
shares
|
$7,720
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
182
shares
|
$6,854
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
122
shares
|
$4,594
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
93
shares
|
$3,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
79
shares
|
$2,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
63
shares
|
$2,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
53
shares
|
$1,995
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
45
shares
|
$1,694
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
41
shares
|
$1,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
31
shares
|
$1,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
14
shares
|
$527
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|