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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
485,009
shares
|
$18.3 Million
6.97% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
481,897
shares
|
$18.1 Million
9.76% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
476,750
shares
|
$18 Million
8.81% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
472,193
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2025
Added 34.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
468,859
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
466,285
shares
|
$17.6 Million
7.16% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
466,177
shares
|
$17.6 Million
4.46% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
465,610
shares
|
$17.5 Million
4.82% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
464,598
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
457,185
shares
|
$17.2 Million
11.05% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
455,600
shares
|
$17.2 Million
9.09% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
447,144
shares
|
$16.8 Million
6.85% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
435,134
shares
|
$16.4 Million
3.18% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
431,668
shares
|
$16.3 Million
6.91% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,352
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
412,029
shares
|
$15.5 Million
2.36% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
408,155
shares
|
$15.4 Million
4.62% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
401,764
shares
|
$15.1 Million
2.56% of portfolio
|
Q4 2025
Added 3.69%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
396,758
shares
|
$14.9 Million
1.16% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
396,758
shares
|
$14.9 Million
0.21% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
393,948
shares
|
$14.8 Million
6.64% of portfolio
|
Q4 2025
Added 13.0%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
393,179
shares
|
$14.8 Million
5.25% of portfolio
|
Q4 2025
Reduced 7.63%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
392,716
shares
|
$14.8 Million
9.77% of portfolio
|
Q4 2025
Added 9.78%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
385,198
shares
|
$14.5 Million
4.45% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
362,586
shares
|
$13.7 Million
2.7% of portfolio
|
Q3 2025
Added 11.33%
|
|