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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

285 hedge funds and large institutions have $5.64B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+30
Holders Change %
+11.76%
% of All Funds
4.15%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
0.87%
New
44
Increased
167
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$920M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$941M
3
FG
3
Foster Group
Iowa
$65.4M
4
BHWM
4
Beaird Harris Wealth Management
Texas
$34M
5
PFA
5
Pure Financial Advisors
California
$110M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
FFM
2
Forum Financial Management
Illinois
$214M
3
AWM
3
Aprio Wealth Management
Georgia
$71.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$59.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$339K +$339K +10,594 New
HA
227
Hanover Advisors
South Carolina
$335K -$70.1K -2,192 -17%
HIG
228
Heritage Investment Group
Florida
$330K – – –
PWM
229
Perigon Wealth Management
California
$329K +$329K +10,286 New
NRW
230
Nova R Wealth
Kansas
$313K +$1.02K +32 +0.3%
CSB
231
City State Bank
Iowa
$310K +$85.6K +2,675 +38%
BFA
232
Beacon Financial Advisory
Ohio
$309K +$309K +9,670 New
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$299K – – –
BCA
234
Bay Colony Advisors
Massachusetts
$296K +$92K +2,876 +45%
DWA
235
Delap Wealth Advisory
Oregon
$271K +$271K +8,470 New
Wells Fargo
236
Wells Fargo
California
$258K +$9.76K +305 +4%
GMA
237
Glassy Mountain Advisors
Maryland
$253K +$19.4K +605 +8%
APC
238
Aspire Private Capital
North Carolina
$240K +$17.7K +552 +8%
MWM
239
Modera Wealth Management
New Jersey
$238K – – –
CCG
240
Capital CS Group
California
$236K – – –
EWA
241
Elevate Wealth Advisory
Georgia
$236K +$4.29K +134 +2%
PWS
242
Physician Wealth Solutions
Nevada
$235K +$235K +7,358 New
DWS
243
Discipline Wealth Solutions
South Carolina
$233K +$233K +7,283 New
AWM
244
Aspire Wealth Management
Massachusetts
$220K – – –
P
245
&Partners
Tennessee
$219K +$219K +6,857 New
MFGP
246
Marshall Financial Group (Pennsylvania)
Pennsylvania
$219K +$219K +6,850 New
CAM
247
Cresset Asset Management
Illinois
$202K +$202K +6,310 New
Comerica Bank
248
Comerica Bank
Texas
$199K -$9.79K -306 -5%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$186K +$186K +5,799 +19,330%
PB
250
Pinnacle Bancorp
Nebraska
$181K +$39.3K +1,230 +28%
8 9
10
11 12