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 330 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
486,517
shares
|
$16.3 Million
3.49% of portfolio
|
Q3 2024
Added 30.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
480,337
shares
|
$16.1 Million
0.03% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
460,722
shares
|
$15.5 Million
1.27% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
460,479
shares
|
$15.4 Million
13.5% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
457,993
shares
|
$15.4 Million
3.96% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
456,654
shares
|
$15.3 Million
1.62% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
443,399
shares
|
$14.9 Million
1.42% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
438,264
shares
|
$14.7 Million
0.35% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
424,352
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
419,602
shares
|
$14.1 Million
0.97% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
419,527
shares
|
$14.1 Million
2.94% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
405,599
shares
|
$13.6 Million
5.1% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
403,372
shares
|
$13.5 Million
6.64% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
401,142
shares
|
$13.5 Million
4.89% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
400,508
shares
|
$13.4 Million
7.18% of portfolio
|
Q3 2024
Added 160.85%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
398,977
shares
|
$13.4 Million
2.63% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
387,427
shares
|
$13 Million
4.44% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
386,562
shares
|
$13 Million
0.21% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
385,158
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
377,386
shares
|
$12.7 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
375,005
shares
|
$12.6 Million
3.3% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
372,785
shares
|
$12.5 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
350,561
shares
|
$11.8 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
348,874
shares
|
$11.7 Million
2.98% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
330,607
shares
|
$11.1 Million
4.63% of portfolio
|
Q3 2024
Added 15.87%
|