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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

375 hedge funds and large institutions have $7.18B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+64
Holders Change %
+20.58%
% of All Funds
4.99%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.13%
New
83
Increased
178
Reduced
78
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B
2
PFA
2
Pure Financial Advisors
California
$185M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$93M
4
AG
4
AlTi Global
New York
$42.6M
5
RIM
5
RW Investment Management
Idaho
$20.2M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.21B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$53.7M
3
KAS
3
Kestra Advisory Services
Texas
$6.04M
4
B
4
BetterWealth
California
$11.7M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
226
Signature Estate & Investment Advisors
California
$1.13M +$1.13M +33,557 New
GTAM
227
Global Trust Asset Management
Florida
$1.13M -$31.3K -925 -3%
GM
228
GeoWealth Management
Illinois
$1.12M +$413K +12,226 +59%
MCA
229
Maryland Capital Advisors
Maryland
$1.07M +$190K +5,628 +22%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$437K +12,927 +69%
Citigroup
231
Citigroup
New York
$1.02M +$640K +18,951 +167%
APW
232
Austin Private Wealth
Texas
$1.01M +$1.01M +29,944 New
FFG
233
First Financial Group
North Carolina
$983K +$983K +29,079 New
MWM
234
Modera Wealth Management
New Jersey
$980K +$725K +21,463 +285%
BJL
235
Brighton Jones LLC
Washington
$952K +$101 +3 +0%
IFA
236
Index Fund Advisors
California
$933K +$75K +2,221 +9%
AWS
237
Atria Wealth Solutions
New York
$919K +$11.4K +336 +1%
LWM
238
Lionshead Wealth Management
New York
$915K +$915K +27,084 New
TWM
239
TCFG Wealth Management
California
$900K +$10.7K +317 +1%
SF
240
Strategent Financial
Virginia
$895K +$895K +26,495 New
VPF
241
Vantage Point Financial
Illinois
$895K +$895K +26,478 New
Jones Financial Companies
242
Jones Financial Companies
Missouri
$882K +$264K +7,801 +43%
MCM
243
Mattern Capital Management
Colorado
$834K +$531K +15,720 +175%
SWM
244
SpringVest Wealth Management
Texas
$815K +$815K +24,120 New
Northern Trust
245
Northern Trust
Illinois
$793K -$11.9K -351 -1%
WP
246
Wealthspan Partners
Iowa
$789K – – –
CW
247
Curio Wealth
Maryland
$789K +$789K +23,362 New
EMC
248
Everest Management Corp
California
$777K +$777K +23,007 New
SPIA
249
Steward Partners Investment Advisory
New York
$774K +$303K +8,964 +64%
HWA
250
HMV Wealth Advisors
Louisiana
$767K +$767K +22,700 New
8 9
10
11 12