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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
688,369
shares
|
$25.9 Million
1.42% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
663,147
shares
|
$25 Million
4.11% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
627,914
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
621,173
shares
|
$23.4 Million
3.75% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
621,173
shares
|
$23.4 Million
4.54% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
596,664
shares
|
$22.5 Million
4.19% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
573,957
shares
|
$21.6 Million
2.4% of portfolio
|
Q3 2025
Reduced 31.41%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
554,463
shares
|
$20.9 Million
0.98% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
550,766
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
540,171
shares
|
$20.3 Million
12.75% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
529,549
shares
|
$19.9 Million
2.25% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
529,450
shares
|
$19.9 Million
6.06% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
527,821
shares
|
$19.9 Million
6.15% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
524,963
shares
|
$19.8 Million
12.59% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
518,837
shares
|
$19.5 Million
5.06% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
516,746
shares
|
$19.5 Million
3.19% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
516,482
shares
|
$19.5 Million
5.19% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
514,349
shares
|
$19.4 Million
1.41% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Nov 03, 2025 Q3 2025 |
513,941
shares
|
$19.4 Million
8.42% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
511,060
shares
|
$19.2 Million
4.92% of portfolio
|
Q3 2023
Added 47.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
502,564
shares
|
$18.9 Million
1.28% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
496,064
shares
|
$18.7 Million
0.18% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
495,842
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
485,009
shares
|
$18.3 Million
6.97% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
481,897
shares
|
$18.1 Million
9.76% of portfolio
|
Q3 2025
Added 1.74%
|
|