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 487 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
83,559
shares
|
$3.15 Million
0.05% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Oct 15, 2025 Q3 2025 |
83,251
shares
|
$3.14 Million
6.42% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
82,903
shares
|
$3.12 Million
0.2% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
82,542
shares
|
$3.11 Million
2.23% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
81,084
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
79,860
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
79,627
shares
|
$3 Million
1.83% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
79,324
shares
|
$2.99 Million
0.5% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
78,868
shares
|
$2.97 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
78,817
shares
|
$2.97 Million
0.75% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
75,646
shares
|
$2.85 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
74,307
shares
|
$2.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
73,916
shares
|
$2.78 Million
2.61% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
73,375
shares
|
$2.76 Million
0.07% of portfolio
|
Q3 2025
Added 86.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
73,370
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
72,033
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Added 55.28%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
69,739
shares
|
$2.63 Million
0.13% of portfolio
|
Q3 2025
Added 37.52%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
67,741
shares
|
$2.55 Million
0.16% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
66,545
shares
|
$2.51 Million
1.38% of portfolio
|
Q3 2025
Added 176.64%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
66,514
shares
|
$2.5 Million
1.05% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
66,294
shares
|
$2.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
65,899
shares
|
$2.48 Million
0.85% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
65,761
shares
|
$2.48 Million
0.16% of portfolio
|
Q3 2025
Reduced 58.18%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
65,249
shares
|
$2.46 Million
0.89% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
64,012
shares
|
$2.41 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|