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 |
|---|---|---|---|---|---|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
345,328
shares
|
$13 Million
6.97% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
341,460
shares
|
$12.9 Million
1.08% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
334,823
shares
|
$12.6 Million
0.47% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
330,557
shares
|
$12.4 Million
5.35% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
326,962
shares
|
$12.3 Million
8.32% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
325,491
shares
|
$12.3 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
324,307
shares
|
$12.2 Million
6.94% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
321,178
shares
|
$12.1 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
314,496
shares
|
$11.8 Million
5.24% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
302,318
shares
|
$11.4 Million
4.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
293,362
shares
|
$11 Million
7.3% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
290,796
shares
|
$11 Million
0.1% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
288,973
shares
|
$10.9 Million
1.98% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
284,045
shares
|
$10.7 Million
4.24% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
284,045
shares
|
$10.7 Million
4.15% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
282,869
shares
|
$10.7 Million
4.31% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
280,751
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
272,974
shares
|
$10.3 Million
3.73% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
265,896
shares
|
$10 Million
4.45% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
264,553
shares
|
$9.96 Million
4.0% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
262,489
shares
|
$9.89 Million
3.72% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
253,676
shares
|
$9.55 Million
4.29% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
247,422
shares
|
$9.32 Million
5.5% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
244,975
shares
|
$9.23 Million
3.54% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
244,640
shares
|
$9.21 Million
2.96% of portfolio
|
Q3 2025
Added 3.01%
|
|