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Dimensional US High Profitability ETF
DUHP

314 hedge funds and large institutions have $6.88B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 177 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 65

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $5.68B → $6.88B (+$1.2B)

9% more funds holding

Funds holding: 289 → 314 (+25)

6% more funds holding in top 10

Funds holding in top 10: 62 → 66 (+4)

0.85% more ownership

Funds ownership: 98.64% → 99.48% (+0.85%)

Holders
314
Holders Change
+25
Holders Change %
+8.65%
% of All Funds
4.51%
Holding in Top 10
66
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.45%
% of All Funds
0.95%
New
48
Increased
177
Reduced
65
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$245M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$236M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$76.1M
4
PFA
Pure Financial Advisors
California
+$39.3M
5
WA
Wealthstream Advisors
New York
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
LWM
Liberty Wealth Management
California
-$23.3M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$12.1M
3
Goldman Sachs
Goldman Sachs
New York
-$9.57M
4
SW
Simplicity Wealth
New Jersey
-$6.11M
5
TWD
True Wealth Design
Ohio
-$5.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
226
Nova R Wealth
Kansas
$488K +$149K +4,546 +46%
CSB
227
City State Bank
Iowa
$480K +$144K +4,403 +46%
CAG
228
Csenge Advisory Group
Florida
$478K +$16.5K +504 +4%
SPIA
229
Steward Partners Investment Advisory
New York
$475K -$6.45K -197 -1%
Renaissance Technologies
230
Renaissance Technologies
New York
$463K -$1.3M -39,600 -74%
RJT
231
Raymond James Trust
Florida
$459K +$82.3K +2,514 +23%
BPWM
232
Badgley Phelps Wealth Managers
Washington
$457K +$439K +13,408 New
FFA
233
First Foundation Advisors
California
$456K – – –
FCM
234
Fortis Capital Management
Washington
$456K +$1.15K +35 +0.3%
AC
235
AWM Capital
Arizona
$456K +$655 +20 +0.1%
UA
236
Unison Advisors
District of Columbia
$447K +$1.28K +39 +0.3%
TC
237
TownSquare Capital
Utah
$436K +$420K +12,811 New
BFA
238
Beacon Financial Advisory
Ohio
$416K +$83.1K +2,537 +26%
CAM
239
Cresset Asset Management
Illinois
$409K +$187K +5,700 +90%
QWM
240
Quadcap Wealth Management
Texas
$394K +$379K +11,569 New
BCA
241
Bay Colony Advisors
Massachusetts
$390K +$71.6K +2,187 +24%
QCIG
242
Quad-Cities Investment Group
Iowa
$388K +$6.42K +196 +2%
Citigroup
243
Citigroup
New York
$387K +$372K +11,349 New
RIM
244
Rockbridge Investment Management
New York
$370K – – –
SA
245
Stewardship Advisors
Pennsylvania
$369K +$355K +10,843 New
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$369K +$164K +4,999 +86%
FTUS
247
Flow Traders U.S.
New York
$366K +$352K +10,747 New
DWM
248
Dopkins Wealth Management
New York
$362K -$266K -8,113 -43%
HA
249
Hanover Advisors
South Carolina
$356K – – –
EWA
250
EP Wealth Advisors
California
$356K +$342K +10,443 New
8 9
10
11 12

DUHP Hedge Fund Activity: Q3 2024 in Review

314 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q3 2024, worth a combined $6.88B — up 21% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DUHP positions and 19 closed out — a net gain of 29 holders — while 177 added to existing stakes and 65 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $245M. The largest seller was Liberty Wealth Management, cutting an estimated $23.3M.

  • 314 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q3 2024, up from 289 in Q2 2024.
  • Funds reported $6.88B of Dimensional US High Profitability ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 48 funds opened new Dimensional US High Profitability ETF positions in Q3 2024 and 19 closed out, a net change of +29 holders.
  • The largest Dimensional US High Profitability ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $245M added.
  • The largest Dimensional US High Profitability ETF seller in Q3 2024 was Liberty Wealth Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2024.