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Dimensional US High Profitability ETF

431 hedge funds and large institutions have $8.49B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 238 increasing their positions, 99 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 11

140% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 99

15% more capital invested

Capital invested by funds: $7.37B → $8.49B (+$1.12B)

10% more funds holding

Funds holding: 393431 (+38)

9% more funds holding in top 10

Funds holding in top 10: 8795 (+8)

0.6% more ownership

Funds ownership: 97.83%98.43% (+0.6%)

Holders
431
Holders Change
+38
Holders Change %
+9.67%
% of All Funds
5.67%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
1.25%
New
57
Increased
238
Reduced
99
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
226
Kestra Investment Management
Texas
$2.02M +$1.32M +39,438 +213%
Renaissance Technologies
227
Renaissance Technologies
New York
$1.99M +$1.87M +56,100 New
SAG
228
SageView Advisory Group
California
$1.95M -$38.1K -1,141 -2%
CWM
229
Cherrydale Wealth Management
New Jersey
$1.85M +$295K +8,821 +20%
IFA
230
Index Fund Advisors
California
$1.8M +$146K +4,364 +9%
CMP
231
Coston McIsaac & Partners
Maine
$1.79M +$156K +4,660 +10%
DWM
232
Daner Wealth Management
Georgia
$1.73M +$1.57M +47,118 New
BW
233
Balance Wealth
Ohio
$1.7M +$935K +28,011 +142%
AWMNH
234
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.7M +$4.14K +124 +0.3%
SIM
235
Stratos Investment Management
Ohio
$1.66M +$1.56M +46,798 New
CSB
236
City State Bank
Iowa
$1.66M +$232K +6,960 +18%
AIS
237
American Investment Services
Massachusetts
$1.66M +$6.34K +190 +0.4%
SEIA
238
Signature Estate & Investment Advisors
California
$1.65M +$198K +5,921 +15%
EWA
239
EP Wealth Advisors
California
$1.64M +$1.21M +36,345 +373%
KF
240
K2 Financial
California
$1.63M +$209K +6,245 +16%
Citigroup
241
Citigroup
New York
$1.63M +$327K +9,808 +27%
HTWM
242
Hartmann Taylor Wealth Management
Texas
$1.63M +$30.8K +923 +2%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$56.1K +1,681 +4%
FIS
244
Fischer Investment Strategies
California
$1.57M -$2.77M -82,829 -65%
AWA
245
Acorn Wealth Advisors
Michigan
$1.57M +$178K +5,317 +14%
MCA
246
Maryland Capital Advisors
Maryland
$1.52M +$133K +3,972 +10%
GVAG
247
Great Valley Advisor Group
Delaware
$1.51M +$864K +25,878 +157%
ALWM
248
Andrews Lucia Wealth Management
California
$1.47M +$36.3K +1,086 +3%
VPF
249
Vantage Point Financial
Illinois
$1.44M +$48K +1,438 +4%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$1.41M -$122K -3,650 -8%

DUHP Hedge Fund Activity: Q2 2025 in Review

431 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2025, worth a combined $8.49B — up 15% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DUHP positions and 11 closed out — a net gain of 46 holders — while 238 added to existing stakes and 99 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $234M. The largest seller was Christopher J. Hasenberg, cutting an estimated $28.2M.

  • 431 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q2 2025, up from 393 in Q1 2025.
  • Funds reported $8.49B of Dimensional US High Profitability ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 57 funds opened new Dimensional US High Profitability ETF positions in Q2 2025 and 11 closed out, a net change of +46 holders.
  • The largest Dimensional US High Profitability ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $234M added.
  • The largest Dimensional US High Profitability ETF seller in Q2 2025 was Christopher J. Hasenberg, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.