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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
694,569
shares
|
$26.2 Million
7.74% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
669,656
shares
|
$25.2 Million
0.47% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
663,147
shares
|
$25 Million
4.11% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
627,914
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
621,173
shares
|
$23.4 Million
3.75% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
621,173
shares
|
$23.4 Million
4.54% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
602,225
shares
|
$22.7 Million
4.4% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
573,957
shares
|
$21.6 Million
2.4% of portfolio
|
Q3 2025
Reduced 31.41%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jan 21, 2026 Q4 2025 |
554,936
shares
|
$20.9 Million
7.59% of portfolio
|
Q4 2025
Added 7.98%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
554,463
shares
|
$20.9 Million
0.98% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Kooman & Associates
Altoona, PA |
Jan 22, 2026 Q4 2025 |
552,829
shares
|
$20.8 Million
6.22% of portfolio
|
Q4 2025
Added 4.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
550,766
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
540,171
shares
|
$20.3 Million
12.75% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jan 23, 2026 Q4 2025 |
537,497
shares
|
$20.2 Million
5.08% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
529,549
shares
|
$19.9 Million
2.25% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
529,450
shares
|
$19.9 Million
6.06% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
524,963
shares
|
$19.8 Million
12.59% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
521,487
shares
|
$19.6 Million
2.37% of portfolio
|
Q4 2025
Added 122.94%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
516,746
shares
|
$19.5 Million
3.19% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
516,482
shares
|
$19.5 Million
5.19% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
514,349
shares
|
$19.4 Million
1.41% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
511,060
shares
|
$19.2 Million
4.92% of portfolio
|
Q3 2023
Added 47.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
502,564
shares
|
$18.9 Million
1.28% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
496,064
shares
|
$18.7 Million
0.18% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
495,842
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
Added 43.48%
|
|