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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
241,529
shares
|
$9.1 Million
0.41% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
236,975
shares
|
$8.92 Million
0.23% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
235,458
shares
|
$8.87 Million
1.4% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
234,156
shares
|
$8.82 Million
5.09% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
233,910
shares
|
$8.81 Million
1.17% of portfolio
|
Q3 2025
Added 29.76%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
232,747
shares
|
$8.77 Million
3.58% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
232,035
shares
|
$8.74 Million
0.53% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
226,093
shares
|
$8.51 Million
5.82% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
222,725
shares
|
$8.39 Million
1.12% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
222,057
shares
|
$8.36 Million
0.66% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
217,739
shares
|
$8.2 Million
0.02% of portfolio
|
Q3 2025
Added 71.85%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
217,038
shares
|
$8.17 Million
1.77% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
216,860
shares
|
$8.17 Million
1.81% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
215,995
shares
|
$8.13 Million
4.47% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
211,664
shares
|
$7.97 Million
2.72% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
206,421
shares
|
$7.77 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
204,391
shares
|
$7.7 Million
0.94% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
204,358
shares
|
$7.7 Million
3.82% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
204,281
shares
|
$7.69 Million
1.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
197,930
shares
|
$7.45 Million
0.01% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
191,794
shares
|
$7.22 Million
7.39% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
188,374
shares
|
$7.09 Million
0.04% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
180,690
shares
|
$6.8 Million
5.56% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
179,699
shares
|
$6.77 Million
1.86% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
174,403
shares
|
$6.57 Million
3.11% of portfolio
|
Q2 2024
Added 1.0%
|
|