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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CJH
Christopher J. Hasenberg
Wisconsin
$801K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.6M
3
UWPG
Ullmann Wealth Partners Group
Florida
$29.8M
4
Osaic Holdings
Osaic Holdings
Arizona
$5.17M
5
SIS
Strategic Investment Solutions
Illinois
$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
226
Coston McIsaac & Partners
Maine
$1.79M +$166K +4,660 +10%
DWM
227
Daner Wealth Management
Georgia
$1.73M +$1.73M +47,118 New
BW
228
Balance Wealth
Ohio
$1.7M +$996K +28,011 +142%
AWMNH
229
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.7M +$4.41K +124 +0.3%
SIM
230
Stratos Investment Management
Ohio
$1.66M +$1.66M +46,798 New
CSB
231
City State Bank
Iowa
$1.66M +$247K +6,960 +18%
AIS
232
American Investment Services
Massachusetts
$1.66M +$6.76K +190 +0.4%
SEIA
233
Signature Estate & Investment Advisors
California
$1.65M +$211K +5,921 +15%
EWA
234
EP Wealth Advisors
California
$1.64M +$1.29M +36,345 +373%
KF
235
K2 Financial
California
$1.63M +$223K +6,245 +16%
Citigroup
236
Citigroup
New York
$1.63M +$349K +9,808 +27%
HTWM
237
Hartmann Taylor Wealth Management
Texas
$1.63M +$32.8K +923 +2%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$59.8K +1,681 +4%
FIS
239
Fischer Investment Strategies
California
$1.57M -$2.95M -82,829 -65%
AWA
240
Acorn Wealth Advisors
Michigan
$1.57M +$189K +5,317 +14%
MCA
241
Maryland Capital Advisors
Maryland
$1.52M +$141K +3,972 +10%
GVAG
242
Great Valley Advisor Group
Delaware
$1.51M +$920K +25,878 +157%
ALWM
243
Andrews Lucia Wealth Management
California
$1.47M +$38.6K +1,086 +3%
VPF
244
Vantage Point Financial
Illinois
$1.44M +$51.1K +1,438 +4%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$1.41M -$130K -3,650 -8%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$1.41M +$46.8K +1,316 +3%
BFA
247
Beacon Financial Advisory
Ohio
$1.41M +$221K +6,214 +19%
ACP
248
Argyle Capital Partners
California
$1.31M +$16.9K +476 +1%
NL
249
NWAM LLC
Washington
$1.28M +$38.1K +1,072 +3%
BJL
250
Brighton Jones LLC
Washington
$1.26M -$41.4K -1,164 -3%
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