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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
41,535
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
41,259
shares
|
$1.55 Million
0.94% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
40,597
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
40,564
shares
|
$1.53 Million
1.1% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
40,354
shares
|
$1.52 Million
1.32% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
40,175
shares
|
$1.51 Million
0.33% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
39,837
shares
|
$1.5 Million
1.08% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
39,247
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
37,150
shares
|
$1.4 Million
0.22% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
35,389
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.63%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
35,209
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Added 61.38%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
35,056
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
34,597
shares
|
$1.3 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
34,581
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
34,279
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
32,124
shares
|
$1.21 Million
0.73% of portfolio
|
Q3 2025
Reduced 27.25%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
31,614
shares
|
$1.19 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
31,289
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
30,850
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2022
Added 37.51%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
30,375
shares
|
$1.14 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
30,277
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
30,153
shares
|
$1.14 Million
0.98% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
29,596
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
29,308
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
29,029
shares
|
$1.09 Million
0.4% of portfolio
|
Q3 2025
Added 1.57%
|
|