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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

311 hedge funds and large institutions have $6.84B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 175 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
311
Holders Change
+26
Holders Change %
+9.12%
% of All Funds
4.5%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
49
Increased
175
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.28B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$79.2M
4
PFA
4
Pure Financial Advisors
California
$158M
5
WA
5
Wealthstream Advisors
New York
$31.1M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$27M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$73.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SW
4
Simplicity Wealth
New Jersey
$3.04M
5
TWD
5
True Wealth Design
Ohio
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CSB
226
City State Bank
Iowa
$480K 14,078 +4,403 +46%
CAG
227
Csenge Advisory Group
Florida
$478K 13,818 +504 +4%
SPIA
228
Steward Partners Investment Advisory
New York
$475K 13,949 -197 -1%
Renaissance Technologies
229
Renaissance Technologies
New York
$463K 13,600 -39,600 -74%
RJT
230
Raymond James Trust
Florida
$459K 13,476 +2,514 +23%
BPWM
231
Badgley Phelps Wealth Managers
Washington
$457K 13,408 +13,408 New
FFA
232
First Foundation Advisors
California
$456K 13,388 – –
FCM
233
Fortis Capital Management
Washington
$456K 13,387 +35 +0.3%
AC
234
AWM Capital
Arizona
$456K 13,378 +20 +0.1%
UA
235
Unison Advisors
District of Columbia
$447K 13,124 +39 +0.3%
TC
236
TownSquare Capital
Utah
$436K 12,811 +12,811 New
BFA
237
Beacon Financial Advisory
Ohio
$416K 12,207 +2,537 +26%
CAM
238
Cresset Asset Management
Illinois
$409K 12,010 +5,700 +90%
QWM
239
Quadcap Wealth Management
Texas
$394K 11,569 +11,569 New
BCA
240
Bay Colony Advisors
Massachusetts
$390K 11,441 +2,187 +24%
QCIG
241
Quad-Cities Investment Group
Iowa
$388K 11,385 +196 +2%
Citigroup
242
Citigroup
New York
$387K 11,349 +11,349 New
RIM
243
Rockbridge Investment Management
New York
$370K 10,860 – –
SA
244
Stewardship Advisors
Pennsylvania
$369K 10,843 +10,843 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$369K 10,828 +4,999 +86%
FTUS
246
Flow Traders U.S.
New York
$366K 10,747 +10,747 New
DWM
247
Dopkins Wealth Management
New York
$362K 10,628 -8,113 -43%
HA
248
Hanover Advisors
South Carolina
$356K 10,462 – –
EWA
249
EP Wealth Advisors
California
$356K 10,443 +10,443 New
HIG
250
Heritage Investment Group
Florida
$352K 10,329 – –
8 9
10
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