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 |
|---|---|---|---|---|---|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
180,690
shares
|
$6.8 Million
5.56% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
174,403
shares
|
$6.57 Million
3.11% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
171,562
shares
|
$6.46 Million
1.71% of portfolio
|
Q3 2025
Reduced 34.03%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 22, 2026 Q4 2025 |
168,014
shares
|
$6.33 Million
4.92% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
165,872
shares
|
$6.25 Million
1.15% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
161,547
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
161,010
shares
|
$6.06 Million
1.6% of portfolio
|
Q3 2022
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
158,626
shares
|
$5.97 Million
1.67% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jan 23, 2026 Q4 2025 |
157,100
shares
|
$5.92 Million
3.37% of portfolio
|
Q4 2025
Added 6.67%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
153,398
shares
|
$5.78 Million
2.42% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
152,502
shares
|
$5.74 Million
4.06% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
146,243
shares
|
$5.51 Million
3.67% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
141,976
shares
|
$5.35 Million
1.16% of portfolio
|
Q3 2023
Added 43.19%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
140,954
shares
|
$5.31 Million
0.03% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
133,772
shares
|
$5.04 Million
0.14% of portfolio
|
Q3 2025
Added 93.7%
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
133,529
shares
|
$5.03 Million
1.28% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
133,217
shares
|
$5.02 Million
1.74% of portfolio
|
Q4 2025
Added 499.54%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
126,007
shares
|
$4.75 Million
0.35% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
124,426
shares
|
$4.69 Million
0.45% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
123,037
shares
|
$4.63 Million
2.1% of portfolio
|
Q4 2025
Added 9.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
121,122
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
119,219
shares
|
$4.49 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
118,099
shares
|
$4.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 31.42%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
115,546
shares
|
$4.35 Million
0.94% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
114,002
shares
|
$4.29 Million
0.48% of portfolio
|
Q3 2025
Added 6.55%
|
|