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 330 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
19,355
shares
|
$649,166
0.22% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
18,675
shares
|
$626,359
0.0% of portfolio
|
Q3 2024
Added 804.8%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,376
shares
|
$616,331
0.0% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,290
shares
|
$613,446
0.0% of portfolio
|
Q3 2024
Added 1339.02%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
17,444
shares
|
$585,071
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
17,352
shares
|
$581,986
0.0% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
17,299
shares
|
$580,208
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
16,304
shares
|
$546,836
0.02% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
15,692
shares
|
$526,309
0.1% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
14,754
shares
|
$494,849
0.05% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
14,585
shares
|
$489,180
0.08% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,409
shares
|
$483,277
0.01% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
14,336
shares
|
$480,829
0.25% of portfolio
|
Q3 2024
Added 46.44%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
14,078
shares
|
$472,176
0.18% of portfolio
|
Q3 2024
Added 45.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13,949
shares
|
$467,849
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
13,818
shares
|
$463,455
0.02% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
13,600
shares
|
$456,144
0.0% of portfolio
|
Q3 2024
Reduced 74.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,476
shares
|
$451,985
0.01% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
13,408
shares
|
$449,704
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
13,388
shares
|
$449,033
0.02% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
13,387
shares
|
$448,999
0.09% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,378
shares
|
$448,698
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
13,124
shares
|
$440,178
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,811
shares
|
$429,680
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
12,207
shares
|
$409,422
0.15% of portfolio
|
Q3 2024
Added 26.24%
|