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Who holds DUHP

DIMENSIONAL ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
MERCER GLOBAL ADVISORS INC /ADV51.7M$2.2B2.7%
Focus Partners Wealth21.5M$895.7M0.9%
Forum Financial Management, LP8.7M$361.8M4.6%
Pure Financial Advisors, LLC8.3M$344.5M4.4%
ENVESTNET ASSET MANAGEMENT INC4.1M$171.3M0.0%
Apella Capital, LLC4.1M$171.1M2.4%
Focus Partners Advisor Solutions, LLC3.9M$160.7M1.4%
Allworth Financial LP3.6M$150.8M0.6%
TCI Wealth Advisors, Inc.3.4M$140.0M6.1%
Foster Group, Inc.3.1M$131.2M3.5%
ASSETMARK, INC3.1M$128.5M0.2%
Petersen Hastings Wealth Advisors Inc.3.0M$125.8M10.6%
BANK OF MONTREAL /CAN/2.9M$119.8M0.0%
Corient Private Wealth LP2.8M$118.2M0.2%
Alesco Advisors, LLC, An ESL Co2.7M$111.4M2.6%
PARK AVENUE SECURITIES LLC2.6M$110.5M0.7%
RW Investment Management LLC2.6M$110.4M9.7%
Aprio Wealth Management, LLC2.4M$98.3M4.9%
HB Wealth Management, LLC2.2M$93.0M0.5%
FINANCIAL CONSULATE, INC2.1M$88.0M9.8%
UBS Group AG2.1M$87.7M0.0%
Beaird Harris Wealth Management, LLC2.0M$85.4M5.4%
Beacon Pointe Advisors, LLC2.0M$83.0M0.4%
Savant Capital, LLC1.9M$81.5M0.2%
Root Financial Partners, LLC1.9M$79.0M3.1%
Pathstone Holdings, LLC1.8M$77.1M0.2%
Vise Technologies, Inc.1.8M$77.0M0.9%
RAYMOND JAMES FINANCIAL INC1.7M$72.8M0.0%
Planning Center, Inc.1.7M$69.8M6.6%
High Probability Advisors, LLC1.6M$67.2M7.2%
BANK OF AMERICA CORP /DE/1.5M$62.6M0.0%
Bouchey Financial Group, Ltd.1.4M$58.2M3.8%
Clearstead Advisors, LLC1.4M$56.9M0.5%
SATOVSKY ASSET MANAGEMENT LLC1.3M$56.1M8.9%
Retirement Solution LLC1.3M$55.0M10.8%
Vestmark Advisory Solutions, Inc.1.3M$54.7M0.5%
Leading Edge Financial Planning LLC1.3M$53.7M9.6%
Symmetry Partners, LLC1.3M$52.7M2.7%
DiNuzzo Private Wealth, Inc.1.2M$51.6M5.1%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC1.2M$50.8M7.2%
Burton Enright Welch1.2M$49.9M5.9%
Meredith Wealth Planning1.2M$49.6M11.7%
Millburn Ridgefield LLC /DE/1.2M$48.9M0.9%
Catalyst Capital Advisors LLC1.2M$48.9M0.8%
Greenspring Advisors, LLC1.2M$48.9M2.7%
PHILLIPS FINANCIAL MANAGEMENT, LLC1.2M$48.7M3.6%
Safeguard Investment Advisory Group, LLC1.2M$48.6M11.2%
HARBOUR INVESTMENTS, INC.1.1M$47.6M0.6%
Freedom Investment Management, Inc.1.1M$46.9M13.1%
Chicago Partners Investment Group LLC1.1M$46.2M0.9%
FULTON BANK, N.A.1.1M$45.9M1.4%
Timonier Family Office, LTD.1.1M$44.7M12.6%
GREAT OAK CAPITAL PARTNERS, LLC1.1M$44.5M9.6%
Mariner, LLC1.0M$42.7M0.0%
Farther Finance Advisors, LLC910.3K$38.0M0.3%
OneDigital Investment Advisors LLC903.5K$37.7M0.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC898.8K$37.6M0.1%
Hippocratic Financial Advisors, LLC864.4K$36.1M13.6%
Integrity Advisory Solutions, LLC863.2K$36.0M3.7%
Forvis Mazars Wealth Advisors, LLC853.1K$35.6M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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