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 486 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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
62,919
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
59,755
shares
|
$2.25 Million
0.67% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
58,494
shares
|
$2.2 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
57,927
shares
|
$2.18 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
57,378
shares
|
$2.16 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,435
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
54,603
shares
|
$2.06 Million
0.66% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
53,717
shares
|
$2.02 Million
0.69% of portfolio
|
Q3 2025
Added 120.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
53,095
shares
|
$2 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
52,921
shares
|
$1.99 Million
0.56% of portfolio
|
Q3 2025
Added 363.41%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
51,755
shares
|
$1.95 Million
0.47% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
49,007
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 62.96%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
48,238
shares
|
$1.82 Million
0.71% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
47,804
shares
|
$1.8 Million
0.67% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,101
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 372.54%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
45,890
shares
|
$1.73 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
45,708
shares
|
$1.72 Million
1.4% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
45,647
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
45,410
shares
|
$1.71 Million
1.14% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
45,394
shares
|
$1.71 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
44,485
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
44,456
shares
|
$1.67 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
42,537
shares
|
$1.6 Million
0.43% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
42,049
shares
|
$1.58 Million
0.39% of portfolio
|
Q3 2025
Added 46.75%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
41,814
shares
|
$1.57 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|