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 343 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 $7.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
13,600
shares
|
$476,408
0.0% of portfolio
|
Q3 2024
Reduced 74.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,476
shares
|
$472,064
0.01% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
13,408
shares
|
$469,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
13,388
shares
|
$468,981
0.02% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
13,387
shares
|
$468,946
0.09% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,378
shares
|
$468,631
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
13,124
shares
|
$459,733
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,811
shares
|
$448,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,601
shares
|
$441,413
0.12% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
12,207
shares
|
$427,611
0.15% of portfolio
|
Q3 2024
Added 26.24%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
12,065
shares
|
$422,636
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
12,042
shares
|
$421,831
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,010
shares
|
$420,710
0.0% of portfolio
|
Q3 2024
Added 90.33%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,569
shares
|
$405,262
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
11,441
shares
|
$400,778
0.06% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,349
shares
|
$397,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
10,860
shares
|
$380,425
0.05% of portfolio
|
Q4 2022
Added 1.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,828
shares
|
$379,304
0.0% of portfolio
|
Q3 2024
Added 85.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,761
shares
|
$376,957
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,747
shares
|
$376,467
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
10,628
shares
|
$372,298
0.3% of portfolio
|
Q3 2024
Reduced 43.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
10,569
shares
|
$370,232
0.18% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
10,462
shares
|
$366,483
0.15% of portfolio
|
Q2 2024
Reduced 17.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,443
shares
|
$365,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
10,329
shares
|
$361,824
0.07% of portfolio
|
Q3 2023
Added 7.86%
|