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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 %
Comerica Bank
301
Comerica Bank
Texas
$342K -$4.53K -134 -1%
CAM
302
Clark Asset Management
New Hampshire
$332K +$332K +9,814 New
LI
303
LRI Investments
Florida
$330K +$980 +29 +0.3%
EWA
304
EP Wealth Advisors
California
$329K -$23.5K -696 -7%
CPA
305
Capital Performance Advisors
California
$328K +$174K +5,164 +113%
ATI
306
ARK & TLK Investments
Oklahoma
$317K +$317K +9,368 New
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$315K – – –
EWA
308
Elevate Wealth Advisory
Georgia
$304K +$55.1K +1,632 +22%
PL
309
Plancorp LLC
Missouri
$294K +$49.3K +1,460 +20%
ACS
310
Archford Capital Strategies
Illinois
$289K +$289K +8,548 New
AIA
311
AssuredPartners Investment Advisors
Florida
$282K +$282K +8,347 New
S
312
SignatureFD
Georgia
$276K +$114K +3,360 +70%
APC
313
Aspire Private Capital
North Carolina
$272K +$7.54K +223 +3%
DFG
314
Delta Financial Group
New Jersey
$269K +$776 +23 +0.3%
SIC
315
Samalin Investment Counsel
New York
$266K +$266K +7,866 New
MEG
316
Millstone Evans Group
Colorado
$263K +$263K +7,788 New
QCM
317
QRG Capital Management
Illinois
$254K +$254K +7,508 New
CCG
318
Capital CS Group
California
$249K – – –
PWS
319
Physician Wealth Solutions
Nevada
$249K – – –
WJA
320
Willis Johnson & Associates
Texas
$240K – – –
LFA
321
Lauterbach Financial Advisors
Texas
$237K +$29.1K +860 +14%
PB
322
Pinnacle Bancorp
Nebraska
$236K +$45.1K +1,334 +24%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$235K +$235K +6,969 New
DWT
324
Dorsey & Whitney Trust
South Dakota
$232K +$232K +6,863 New
SWP
325
Stratos Wealth Partners
Ohio
$225K +$225K +6,658 New
11 12
13
14 15