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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
11,650
shares
|
$438,738
0.04% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
11,553
shares
|
$435,085
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
11,512
shares
|
$433,541
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
11,478
shares
|
$432,261
0.03% of portfolio
|
Q1 2025
Reduced 46.55%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
11,411
shares
|
$429,738
0.27% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
11,327
shares
|
$426,574
0.07% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
11,277
shares
|
$424,691
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
11,206
shares
|
$422,017
0.19% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
10,917
shares
|
$411,134
0.09% of portfolio
|
Q4 2025
Reduced 26.75%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
10,860
shares
|
$408,987
0.04% of portfolio
|
Q4 2022
Added 1.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,852
shares
|
$408,686
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
10,840
shares
|
$408,234
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
10,600
shares
|
$399,195
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
10,540
shares
|
$396,936
0.03% of portfolio
|
Q3 2025
Added 35.86%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
10,432
shares
|
$392,869
0.15% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,430
shares
|
$392,793
0.05% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
10,351
shares
|
$389,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
10,263
shares
|
$386,504
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,954
shares
|
$374,867
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
9,920
shares
|
$373,587
0.22% of portfolio
|
Q2 2025
Reduced 74.19%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
9,802
shares
|
$369,143
0.04% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
9,356
shares
|
$352,346
0.04% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,336
shares
|
$351,593
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
8,948
shares
|
$336,981
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
8,941
shares
|
$336,718
0.11% of portfolio
|
Q2 2025
New holding
|
|