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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
39,793
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
39,622
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
39,291
shares
|
$1.37 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
38,695
shares
|
$1.35 Million
0.68% of portfolio
|
Q3 2024
Added 106.57%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
36,535
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
36,056
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 425.83%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,920
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
35,844
shares
|
$1.25 Million
0.29% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
35,597
shares
|
$1.24 Million
0.43% of portfolio
|
Q4 2024
Added 5862.65%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
34,279
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
33,462
shares
|
$1.17 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
33,133
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
31,761
shares
|
$1.11 Million
0.51% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
30,850
shares
|
$1.07 Million
0.23% of portfolio
|
Q4 2022
Added 37.51%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
29,944
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,078
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 76.4%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
28,637
shares
|
$997,140
0.12% of portfolio
|
Q3 2024
Added 58.2%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
28,185
shares
|
$981,401
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
27,598
shares
|
$960,962
0.05% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
27,216
shares
|
$947,661
0.22% of portfolio
|
Q3 2024
Added 106.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,186
shares
|
$946,616
0.01% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
26,643
shares
|
$927,709
0.45% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
26,478
shares
|
$921,963
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
23,820
shares
|
$829,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
23,362
shares
|
$813,464
0.39% of portfolio
|
Q3 2024
Added 33.96%
|