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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
244,640
shares
|
$9.21 Million
2.96% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
242,363
shares
|
$9.13 Million
4.86% of portfolio
|
Q4 2025
Added 3.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
241,529
shares
|
$9.1 Million
0.41% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
239,999
shares
|
$9.04 Million
1.29% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
236,975
shares
|
$8.92 Million
0.23% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
236,165
shares
|
$8.89 Million
0.3% of portfolio
|
Q4 2025
Reduced 38.27%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
234,763
shares
|
$8.84 Million
0.51% of portfolio
|
Q4 2025
Added 1.18%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
232,747
shares
|
$8.77 Million
3.58% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
230,783
shares
|
$8.69 Million
5.98% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
227,180
shares
|
$8.56 Million
1.13% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
224,726
shares
|
$8.46 Million
4.45% of portfolio
|
Q4 2025
Added 4.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
222,057
shares
|
$8.36 Million
0.66% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
217,739
shares
|
$8.2 Million
0.02% of portfolio
|
Q3 2025
Added 71.85%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
217,038
shares
|
$8.17 Million
1.77% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
216,860
shares
|
$8.17 Million
1.81% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
211,664
shares
|
$7.97 Million
2.72% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
206,421
shares
|
$7.77 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
206,270
shares
|
$7.77 Million
2.0% of portfolio
|
Q4 2025
Added 14.79%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
204,391
shares
|
$7.7 Million
0.94% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
204,358
shares
|
$7.7 Million
3.82% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
204,281
shares
|
$7.69 Million
1.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
197,930
shares
|
$7.45 Million
0.01% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Shore Point Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
192,296
shares
|
$7.24 Million
2.68% of portfolio
|
Q4 2025
Added 23.16%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
191,607
shares
|
$7.22 Million
6.41% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
188,374
shares
|
$7.09 Million
0.04% of portfolio
|
Q3 2025
Added 12.14%
|
|