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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
358,073
shares
|
$13.5 Million
0.45% of portfolio
|
Q4 2025
Added 3.22%
|
|
|
Gemmer Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
350,305
shares
|
$13.2 Million
1.01% of portfolio
|
Q4 2025
Added 2.59%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
348,779
shares
|
$13.1 Million
4.21% of portfolio
|
Q4 2025
Added 1576.5%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
345,328
shares
|
$13 Million
6.97% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Applied Capital LLC
|
Jan 16, 2026 Q4 2025 |
337,545
shares
|
$12.7 Million
5.28% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
334,823
shares
|
$12.6 Million
0.47% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
332,563
shares
|
$12.5 Million
4.59% of portfolio
|
Q4 2025
Added 17.08%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
326,962
shares
|
$12.3 Million
8.32% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
325,491
shares
|
$12.3 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
324,307
shares
|
$12.2 Million
6.94% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
322,203
shares
|
$12.1 Million
4.19% of portfolio
|
Q4 2025
Added 6.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
321,178
shares
|
$12.1 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
321,080
shares
|
$12.1 Million
2.15% of portfolio
|
Q4 2025
Added 11.11%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
314,496
shares
|
$11.8 Million
5.24% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
293,362
shares
|
$11 Million
7.3% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
290,796
shares
|
$11 Million
0.1% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
282,869
shares
|
$10.7 Million
4.31% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
280,751
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
272,974
shares
|
$10.3 Million
3.73% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
266,588
shares
|
$10 Million
4.37% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
264,553
shares
|
$9.96 Million
4.0% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
255,815
shares
|
$9.63 Million
3.51% of portfolio
|
Q4 2025
Reduced 2.54%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
253,676
shares
|
$9.55 Million
4.29% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
247,422
shares
|
$9.32 Million
5.5% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
244,975
shares
|
$9.23 Million
3.54% of portfolio
|
Q3 2025
Reduced 8.46%
|
|