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 |
|---|---|---|---|---|---|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
344,800
shares
|
$12 Million
3.27% of portfolio
|
Q4 2024
Reduced 55.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
339,605
shares
|
$11.8 Million
0.5% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
338,460
shares
|
$11.8 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
326,411
shares
|
$11.4 Million
8.09% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
322,112
shares
|
$11.2 Million
6.22% of portfolio
|
Q3 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
316,300
shares
|
$11 Million
1.09% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
312,002
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
298,884
shares
|
$10.4 Million
5.49% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
286,537
shares
|
$9.98 Million
6.59% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
280,003
shares
|
$9.75 Million
0.28% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
275,920
shares
|
$9.61 Million
3.51% of portfolio
|
Q3 2024
Added 296.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
273,427
shares
|
$9.52 Million
0.0% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
260,082
shares
|
$9.06 Million
1.89% of portfolio
|
Q4 2024
Added 38.41%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
258,746
shares
|
$9.01 Million
5.57% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
256,226
shares
|
$8.92 Million
6.01% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
249,156
shares
|
$8.68 Million
0.02% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
246,518
shares
|
$8.58 Million
4.43% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
242,613
shares
|
$8.45 Million
0.48% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
239,486
shares
|
$8.34 Million
3.85% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
229,456
shares
|
$7.99 Million
3.68% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
224,351
shares
|
$7.81 Million
3.62% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
216,860
shares
|
$7.55 Million
1.81% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
212,736
shares
|
$7.41 Million
0.5% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
204,337
shares
|
$7.12 Million
7.27% of portfolio
|
Q4 2024
Reduced 17.79%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
202,834
shares
|
$7.06 Million
1.48% of portfolio
|
Q4 2024
Added 2.49%
|