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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
SWM
276
SpringVest Wealth Management
Texas
$886K +$8.51K +255 +1%
CWM
277
Congress Wealth Management
Massachusetts
$874K +$41.1K +1,230 +5%
PWP
278
Parkwoods Wealth Partners
New York
$868K +$312K +9,330 +62%
SHFA
279
SC&H Financial Advisors
Maryland
$861K +$81K +2,425 +11%
WP
280
Wealthspan Partners
Iowa
$860K +$27K +810 +3%
HWA
281
HMV Wealth Advisors
Louisiana
$855K -$2.55M -76,460 -76%
EMC
282
Everest Management Corp
California
$838K +$18.7K +559 +2%
HI
283
Harbour Investments
Wisconsin
$810K +$52.8K +1,582 +7%
CJH
284
Christopher J. Hasenberg
Wisconsin
$801K -$28.2M -844,190 -97%
HA
285
Herold Advisors
New York
$787K +$65.1K +1,950 +10%
DWT
286
Dorsey & Whitney Trust
South Dakota
$776K +$416K +12,447 +133%
CW
287
Curio Wealth
Maryland
$762K +$714K +21,396 +82,292%
AA
288
Altman Advisors
Illinois
$762K +$711K +21,289 New
BCM
289
Brookstone Capital Management
Illinois
$745K +$699K +20,943 New
SEI Investments
290
SEI Investments
Pennsylvania
$739K +$694K +20,775 New
TWP
291
Triad Wealth Partners
Kansas
$713K +$357K +10,688 +114%
PAM
292
Pacific Asset Management
Washington
$706K -$47.2K -1,415 -7%
2L
293
25 LLC
Missouri
$697K +$44.4K +1,331 +7%
SPIA
294
Steward Partners Investment Advisory
New York
$696K -$134K -4,004 -17%
GMA
295
Glassy Mountain Advisors
Maryland
$679K +$77.9K +2,332 +14%
LWM
296
Lionshead Wealth Management
New York
$676K +$142K +4,247 +29%
GRP
297
Global Retirement Partners
California
$671K +$630K +18,864 New
SWP
298
Summit Wealth Partners
Florida
$662K +$206K +6,165 +50%
IWM
299
IHT Wealth Management
Illinois
$661K
Cerity Partners
300
Cerity Partners
New York
$653K

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.