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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

423 hedge funds and large institutions have $8.38B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 236 increasing their positions, 97 reducing their positions, and 8 closing their positions.

Holders
423
Holders Change
+36
Holders Change %
+9.3%
% of All Funds
5.68%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.22%
New
55
Increased
236
Reduced
97
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$640M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.43B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.3B
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$79.1M
5
FC
5
Financial Consulate
Maryland
$66.6M

Top Sellers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$801K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.6M
3
UWPG
3
Ullmann Wealth Partners Group
Florida
$29.8M
4
ACP
4
Aveo Capital Partners
Colorado
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.43B 40,120,427 +2,059,271 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.3B 36,539,311 +1,507,394 +4%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$640M 18,002,845 +7,004,208 +64%
FFM
4
Forum Financial Management
Illinois
$255M 7,169,400 +231,876 +3%
PFA
5
Pure Financial Advisors
California
$226M 6,365,367 +236,264 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$104M 2,872,164 +116,457 +4%
Corient Private Wealth
7
Corient Private Wealth
Florida
$103M 2,899,444 +24,419 +0.8%
AA
8
Alesco Advisors
New York
$94.2M 2,650,009 +66,970 +3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$84.6M 2,379,974 +154,445 +7%
AWM
10
Aprio Wealth Management
Georgia
$83.2M 2,341,055 -64,991 -3%
HighTower Advisors
11
HighTower Advisors
Illinois
$82M 2,305,687 -78,316 -3%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$80.7M 2,269,910 +195,535 +9%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$79.1M 2,223,094 +1,174,851 +112%
BFG
14
Bouchey Financial Group
New York
$74.7M 2,101,350 +19,934 +1%
FG
15
Foster Group
Iowa
$73.8M 2,075,242 +38,501 +2%
LI
16
LVZ Inc
Michigan
$72.8M 2,046,792 +37,099 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$70.6M 1,985,660 +258,897 +15%
PAS
18
Park Avenue Securities
New York
$70.2M 1,972,731 +185,687 +10%
AC
19
Apella Capital
Connecticut
$68.4M 1,902,011 +472,692 +33%
FC
20
Financial Consulate
Maryland
$66.6M 1,874,235 +979,618 +110%
UBS Group
21
UBS Group
Switzerland
$63.5M 1,784,483 +51,344 +3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$62.1M 1,747,750 +6,517 +0.4%
PCI
23
Planning Center Inc
Illinois
$60.8M 1,710,723 +52,530 +3%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$57.9M 1,627,483 +45,796 +3%
AG
25
AlTi Global
New York
$57.2M 1,594,051 +440,751 +38%
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