We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
276
Root Financial Partners
California
$493K +$277 +8 +0.1%
LPFG
277
Landing Point Financial Group
Ohio
$493K +$485K +14,024 New
NRW
278
Nova R Wealth
Kansas
$486K +$1.45K +42 +0.3%
QWM
279
Quadcap Wealth Management
Texas
$472K +$82.8K +2,393 +21%
SIMC
280
Squire Investment Management Company
Utah
$467K +$229K +6,630 +92%
CAG
281
Csenge Advisory Group
Florida
$462K -$5.33K -154 -1%
FCM
282
Fortis Capital Management
Washington
$453K +$1.14K +33 +0.2%
FFA
283
First Foundation Advisors
California
$452K
AC
284
AWM Capital
Arizona
$452K
UA
285
Unison Advisors
District of Columbia
$445K +$1.35K +39 +0.3%
AQR Capital Management
286
AQR Capital Management
Connecticut
$433K +$128K +3,707 +41%
SA
287
Stewardship Advisors
Pennsylvania
$426K +$60.8K +1,758 +16%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$414K +$49.5K +1,432 +13%
SCA
289
Strathmore Capital Advisors
North Carolina
$408K +$417K +12,065 New
AWP
290
Axis Wealth Partners
Rhode Island
$407K +$417K +12,046 New
SC
291
Shearwater Capital
Colorado
$407K +$417K +12,042 New
CAM
292
Cresset Asset Management
Illinois
$406K
SWP
293
Summit Wealth Partners
Florida
$401K -$132K -3,829 -24%
BPWM
294
Badgley Phelps Wealth Managers
Washington
$389K -$65.6K -1,896 -14%
BCA
295
Bay Colony Advisors
Massachusetts
$389K +$2.39K +69 +0.6%
PWM
296
Perigon Wealth Management
California
$369K +$23.7K +684 +7%
RIM
297
Rockbridge Investment Management
New York
$367K
QCIG
298
Quad-Cities Investment Group
Iowa
$357K -$28.2K -816 -7%
HA
299
Hanover Advisors
South Carolina
$354K
HIG
300
Heritage Investment Group
Florida
$350K +$727 +21 +0.2%