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 394 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,809
shares
|
$420,775
0.0% of portfolio
|
Q4 2024
Added 40.73%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,601
shares
|
$413,942
0.12% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
12,260
shares
|
$402,741
0.0% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
12,065
shares
|
$396,335
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
12,046
shares
|
$395,711
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
12,042
shares
|
$395,579
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,010
shares
|
$394,528
0.0% of portfolio
|
Q3 2024
Added 90.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
11,863
shares
|
$389,699
0.08% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
11,512
shares
|
$378,169
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
11,510
shares
|
$378,103
0.06% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
10,860
shares
|
$356,751
0.05% of portfolio
|
Q4 2022
Added 1.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,761
shares
|
$353,498
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
10,569
shares
|
$347,191
0.18% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
10,462
shares
|
$343,676
0.15% of portfolio
|
Q2 2024
Reduced 17.32%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,350
shares
|
$339,997
0.07% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
10,117
shares
|
$332,343
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,113
shares
|
$332,212
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
9,814
shares
|
$322,389
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
9,781
shares
|
$321,305
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,747
shares
|
$320,188
0.0% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
9,714
shares
|
$319,104
0.11% of portfolio
|
Q4 2024
Added 113.49%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
9,368
shares
|
$307,738
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,336
shares
|
$306,687
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
8,997
shares
|
$295,551
0.23% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
8,713
shares
|
$286,222
0.01% of portfolio
|
Q4 2024
Added 20.13%
|