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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 %
LPFG
276
Landing Point Financial Group
Ohio
$493K +$493K +14,024 New
NRW
277
Nova R Wealth
Kansas
$486K +$1.42K +42 +0.3%
QWM
278
Quadcap Wealth Management
Texas
$472K +$80.9K +2,393 +21%
SIMC
279
Squire Investment Management Company
Utah
$467K +$224K +6,630 +92%
CAG
280
Csenge Advisory Group
Florida
$462K -$5.2K -154 -1%
FCM
281
Fortis Capital Management
Washington
$453K +$1.12K +33 +0.2%
FFA
282
First Foundation Advisors
California
$452K – – –
AC
283
AWM Capital
Arizona
$452K – – –
UA
284
Unison Advisors
District of Columbia
$445K +$1.32K +39 +0.3%
AQR Capital Management
285
AQR Capital Management
Connecticut
$433K +$125K +3,707 +41%
SA
286
Stewardship Advisors
Pennsylvania
$426K +$59.4K +1,758 +16%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$414K +$48.4K +1,432 +13%
SCA
288
Strathmore Capital Advisors
North Carolina
$408K +$408K +12,065 New
AWP
289
Axis Wealth Partners
Rhode Island
$407K +$407K +12,046 New
SC
290
Shearwater Capital
Colorado
$407K +$407K +12,042 New
CAM
291
Cresset Asset Management
Illinois
$406K – – –
SWP
292
Summit Wealth Partners
Florida
$401K -$129K -3,829 -24%
BPWM
293
Badgley Phelps Wealth Managers
Washington
$389K -$64.1K -1,896 -14%
BCA
294
Bay Colony Advisors
Massachusetts
$389K +$2.33K +69 +0.6%
PWM
295
Perigon Wealth Management
California
$369K +$23.4K +684 +7%
RIM
296
Rockbridge Investment Management
New York
$367K – – –
QCIG
297
Quad-Cities Investment Group
Iowa
$357K -$27.6K -816 -7%
HA
298
Hanover Advisors
South Carolina
$354K – – –
HIG
299
Heritage Investment Group
Florida
$350K +$710 +21 +0.2%
SFO
300
Stenger Family Office
Illinois
$342K +$342K +10,117 New
10 11
12
13 14