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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
113,732
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
111,801
shares
|
$4.21 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
111,016
shares
|
$4.18 Million
0.32% of portfolio
|
Q4 2025
Added 5.26%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
107,665
shares
|
$4.05 Million
0.86% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
104,684
shares
|
$3.94 Million
2.84% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
104,216
shares
|
$3.92 Million
0.86% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
103,785
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Added 249.27%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
103,427
shares
|
$3.9 Million
0.86% of portfolio
|
Q3 2025
Added 30.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
103,100
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2025
Added 83.78%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
102,400
shares
|
$3.86 Million
0.17% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
101,972
shares
|
$3.84 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
101,954
shares
|
$3.84 Million
3.17% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
100,774
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2025
Added 41.24%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jan 20, 2026 Q4 2025 |
100,755
shares
|
$3.79 Million
1.92% of portfolio
|
Q4 2025
Added 51.41%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
99,191
shares
|
$3.74 Million
1.92% of portfolio
|
Q3 2025
Reduced 70.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
99,073
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2025
Added 46.0%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
98,381
shares
|
$3.71 Million
1.2% of portfolio
|
Q2 2024
Added 39.79%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
95,106
shares
|
$3.58 Million
3.82% of portfolio
|
Q4 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
94,558
shares
|
$3.56 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
92,199
shares
|
$3.47 Million
0.52% of portfolio
|
Q4 2025
Reduced 15.98%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
91,915
shares
|
$3.46 Million
2.61% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
91,886
shares
|
$3.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.38%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
90,213
shares
|
$3.4 Million
1.21% of portfolio
|
Q4 2025
Added 35.63%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
90,183
shares
|
$3.4 Million
1.99% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
89,859
shares
|
$3.38 Million
0.55% of portfolio
|
Q4 2025
Added 13.28%
|
|