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 222 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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,669
shares
|
$778,394
0.0% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
20,360
shares
|
$766,757
0.24% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
19,981
shares
|
$752,484
0.44% of portfolio
|
Q3 2025
Added 23.94%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
19,326
shares
|
$727,817
0.3% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
19,076
shares
|
$718,402
0.36% of portfolio
|
Q3 2025
Reduced 36.31%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
18,475
shares
|
$695,768
0.55% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
18,470
shares
|
$695,580
0.13% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
18,079
shares
|
$680,855
0.02% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
17,881
shares
|
$673,398
0.17% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
17,854
shares
|
$672,381
0.0% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
17,817
shares
|
$670,988
0.02% of portfolio
|
Q3 2025
Added 113.28%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
17,370
shares
|
$654,154
0.12% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
17,299
shares
|
$651,480
0.02% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
16,971
shares
|
$639,127
0.33% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
16,574
shares
|
$624,176
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
16,256
shares
|
$612,200
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
16,150
shares
|
$608,209
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
16,046
shares
|
$604,292
0.44% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,833
shares
|
$596,270
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
15,444
shares
|
$581,621
0.17% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
14,947
shares
|
$562,904
0.48% of portfolio
|
Q3 2025
Added 56.78%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,809
shares
|
$557,706
0.01% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
14,806
shares
|
$557,593
0.14% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
14,791
shares
|
$557,029
0.09% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
14,501
shares
|
$546,107
0.25% of portfolio
|
Q3 2025
Added 0.28%
|
|