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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 %
SC
251
Scratch Capital
Idaho
$761K +$761K +22,521 New
HKIMG
252
Hutchens & Kramer Investment Management Group
Indiana
$761K -$44.6K -1,321 -6%
SHFA
253
SC&H Financial Advisors
Maryland
$735K +$2.16K +64 +0.3%
AWM
254
Angeles Wealth Management
California
$726K -$204K -6,024 -22%
PAM
255
Pacific Asset Management
Washington
$718K +$718K +21,256 New
HA
256
Herold Advisors
New York
$681K – – –
2L
257
25 LLC
Missouri
$667K -$14.5K -428 -2%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$652K +$66K +1,953 +11%
AIM
259
Archer Investment Management
Texas
$641K +$641K +18,977 New
EFP
260
EnRich Financial Partners
Wisconsin
$633K -$21K -621 -3%
Cerity Partners
261
Cerity Partners
New York
$621K – – –
CA
262
Clune & Associates
Illinois
$604K +$604K +17,872 New
AL
263
Aspiriant LLC
California
$585K – – –
MWG
264
Martin Worley Group
Utah
$584K +$584K +17,281 New
MOS
265
MGO One Seven
Ohio
$560K +$9.56K +283 +2%
BFA
266
Beacon Financial Advisory
Ohio
$560K +$147K +4,365 +36%
BWIA
267
Bryant Woods Investment Advisors
New York
$543K +$543K +16,061 New
MECA
268
Miller Equity Capital Advisors
Texas
$533K +$275K +8,130 +107%
NWM
269
Navigoe Wealth Management
California
$529K +$529K +15,664 New
GMA
270
Glassy Mountain Advisors
Maryland
$524K +$226K +6,686 +76%
CSB
271
City State Bank
Iowa
$522K +$46.2K +1,366 +10%
IWM
272
IHT Wealth Management
Illinois
$512K +$24.7K +730 +5%
CA
273
CGN Advisors
Kansas
$499K – – –
KAM
274
KEB Asset Management
Illinois
$497K +$497K +14,718 New
RFP
275
Root Financial Partners
California
$493K +$270 +8 +0.1%
9 10
11
12 13