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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,761,431
shares
|
$66.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,747,687
shares
|
$65.8 Million
0.14% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,737,235
shares
|
$65.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 40.08%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
1,718,279
shares
|
$64.7 Million
9.54% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
1,699,092
shares
|
$64 Million
0.25% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,533,862
shares
|
$57.8 Million
0.4% of portfolio
|
Q3 2025
Added 77.13%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,484,014
shares
|
$55.9 Million
7.69% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
1,457,467
shares
|
$54.9 Million
15.53% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,327,852
shares
|
$50 Million
0.0% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,323,010
shares
|
$49.8 Million
12.45% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,322,236
shares
|
$49.8 Million
2.81% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
1,296,585
shares
|
$48.8 Million
2.98% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
1,283,682
shares
|
$48.3 Million
29.55% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,261,271
shares
|
$47.5 Million
9.53% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,252,891
shares
|
$47.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,240,006
shares
|
$46.7 Million
6.72% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,222,533
shares
|
$46 Million
3.19% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,184,552
shares
|
$44.6 Million
0.95% of portfolio
|
Q3 2025
Reduced 46.72%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
1,164,442
shares
|
$43.9 Million
7.68% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,152,422
shares
|
$43.4 Million
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,124,693
shares
|
$42.4 Million
0.19% of portfolio
|
Q2 2023
Added 107.11%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,100,984
shares
|
$41.5 Million
6.65% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,099,760
shares
|
$41.4 Million
0.87% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,098,401
shares
|
$41.4 Million
0.97% of portfolio
|
Q3 2025
Reduced 31.09%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,072,575
shares
|
$40.4 Million
8.87% of portfolio
|
Q4 2023
New holding
|
|