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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$278M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.6M
3
AC
Apella Capital
Connecticut
+$28.6M
4
PFA
Pure Financial Advisors
California
+$22.1M
5
Mariner
Mariner
Kansas
+$20.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$766M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$106M
3
FIS
Fischer Investment Strategies
California
-$9.66M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$9.35M
5
FH
Financial Harvest
Florida
-$8.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
226
Coston McIsaac & Partners
Maine
$1.52M +$337K +10,185 +29%
HTWM
227
Hartmann Taylor Wealth Management
Texas
$1.48M +$1.48M +44,806 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$389K +11,733 +37%
CWM
229
Cherrydale Wealth Management
New Jersey
$1.43M +$54.4K +1,643 +4%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$112K +3,376 +9%
ALWM
231
Andrews Lucia Wealth Management
California
$1.36M -$33.2K -982 -2%
SEIA
232
Signature Estate & Investment Advisors
California
$1.34M +$229K +6,911 +21%
CSB
233
City State Bank
Iowa
$1.32M +$804K +24,255 +157%
VPF
234
Vantage Point Financial
Illinois
$1.3M +$420K +12,659 +48%
AWA
235
Acorn Wealth Advisors
Michigan
$1.28M +$79.9K +2,411 +7%
MCA
236
Maryland Capital Advisors
Maryland
$1.28M +$230K +6,951 +22%
AWM
237
Avondale Wealth Management
Texas
$1.27M -$55.4K -1,672 -4%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$1.27M – – –
BJL
239
Brighton Jones LLC
Washington
$1.22M +$283K +8,544 +30%
ACP
240
Argyle Capital Partners
California
$1.21M -$147K -4,435 -11%
KF
241
K2 Financial
California
$1.21M +$69K +2,252 +6%
Citigroup
242
Citigroup
New York
$1.19M +$188K +5,660 +19%
NL
243
NWAM LLC
Washington
$1.16M -$448K -13,518 -28%
MWM
244
Mattern Wealth Management
Kansas
$1.13M -$60.4K -1,823 -5%
BFA
245
Beacon Financial Advisory
Ohio
$1.1M +$554K +16,725 +101%
P
246
&Partners
Tennessee
$1.09M -$44.6K -1,359 -4%
Fisher Asset Management
247
Fisher Asset Management
Washington
$1.05M +$1.05M +31,791 New
GTAM
248
Global Trust Asset Management
Florida
$1.05M -$57.2K -1,725 -5%
AAP
249
Arax Advisory Partners
Colorado
$1.03M +$1.03M +31,219 New
GFM
250
GEN Financial Management
Minnesota
$1.03M -$271K -8,169 -21%
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10
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