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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,060,150
shares
|
$39.9 Million
1.14% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 21, 2026 Q4 2025 |
1,052,145
shares
|
$39.6 Million
9.12% of portfolio
|
Q4 2025
Added 9.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,037,048
shares
|
$39.1 Million
0.35% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
1,036,856
shares
|
$39 Million
2.85% of portfolio
|
Q4 2025
Added 7.28%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
1,009,881
shares
|
$38 Million
9.64% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
1,003,406
shares
|
$37.8 Million
12.42% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
986,101
shares
|
$37.1 Million
0.76% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
986,101
shares
|
$37.1 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
980,403
shares
|
$36.9 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
970,269
shares
|
$36.5 Million
14.9% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
925,302
shares
|
$34.8 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
912,318
shares
|
$34.4 Million
2.42% of portfolio
|
Q4 2025
Added 8.44%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
876,182
shares
|
$33 Million
9.92% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
779,236
shares
|
$29.3 Million
1.81% of portfolio
|
Q3 2025
Added 77.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
767,781
shares
|
$28.9 Million
0.31% of portfolio
|
Q4 2025
Added 818.85%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jan 20, 2026 Q4 2025 |
765,881
shares
|
$28.8 Million
13.43% of portfolio
|
Q4 2025
Added 7.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
759,748
shares
|
$28.6 Million
0.05% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
753,398
shares
|
$28.4 Million
0.96% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
737,127
shares
|
$27.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
730,676
shares
|
$27.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
728,727
shares
|
$27.4 Million
7.49% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
726,002
shares
|
$27.3 Million
4.05% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
721,835
shares
|
$27.2 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
709,200
shares
|
$26.7 Million
1.29% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
706,677
shares
|
$26.6 Million
4.11% of portfolio
|
Q3 2025
Added 3.34%
|
|