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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
68,828
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
66,886
shares
|
$2.33 Million
0.16% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
62,865
shares
|
$2.19 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
59,836
shares
|
$2.08 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
59,034
shares
|
$2.06 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
58,704
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
58,038
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2024
Added 260.51%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
57,927
shares
|
$2.02 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
56,893
shares
|
$1.98 Million
0.64% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
56,568
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
55,945
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
55,554
shares
|
$1.93 Million
1.61% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
54,302
shares
|
$1.89 Million
2.04% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
53,904
shares
|
$1.88 Million
0.12% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
51,118
shares
|
$1.78 Million
1.63% of portfolio
|
Q4 2024
Added 193.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
48,693
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
48,347
shares
|
$1.68 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
46,573
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
46,573
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
46,368
shares
|
$1.61 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
46,015
shares
|
$1.6 Million
0.79% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
41,814
shares
|
$1.46 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,496
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2024
Added 26.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
41,125
shares
|
$1.43 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
40,111
shares
|
$1.4 Million
0.9% of portfolio
|
Q4 2024
Reduced 83.75%
|