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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,060,150
shares
|
$39.9 Million
1.14% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,037,048
shares
|
$39.1 Million
0.35% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
1,003,406
shares
|
$37.8 Million
12.42% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
996,206
shares
|
$37.5 Million
9.96% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
986,101
shares
|
$37.1 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
986,101
shares
|
$37.1 Million
0.76% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
980,403
shares
|
$36.9 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
970,269
shares
|
$36.5 Million
14.9% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
966,483
shares
|
$36.4 Million
2.73% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
957,515
shares
|
$36.1 Million
9.08% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
925,302
shares
|
$34.8 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
876,421
shares
|
$33 Million
10.49% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
841,330
shares
|
$31.7 Million
2.32% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
779,236
shares
|
$29.3 Million
1.81% of portfolio
|
Q3 2025
Added 77.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
759,748
shares
|
$28.6 Million
0.05% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
753,398
shares
|
$28.4 Million
0.96% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
737,127
shares
|
$27.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
730,676
shares
|
$27.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
728,727
shares
|
$27.4 Million
7.49% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
726,002
shares
|
$27.3 Million
4.05% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
721,835
shares
|
$27.2 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
711,640
shares
|
$26.8 Million
12.93% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
706,677
shares
|
$26.6 Million
4.11% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
704,764
shares
|
$26.5 Million
8.13% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
688,403
shares
|
$25.9 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.9%
|
|