DUHP icon

Dimensional US High Profitability ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
326
Moloney Securities Asset Management
Missouri
$218K +$218K +6,460 New
RFA
327
Reyes Financial Architecture
California
$214K +$214K +6,329 New
Wells Fargo
328
Wells Fargo
California
$213K +$207K +6,136 +3,652%
HPC
329
HM Payson & Co
Maine
$206K
KIM
330
Kestra Investment Management
Texas
$188K +$188K +5,575 New
WP
331
WealthShield Partners
North Carolina
$127K -$5.78K -171 -4%
FFO
332
Fortitude Family Office
Arizona
$121K +$30.4K +900 +34%
WTFG
333
Wood Tarver Financial Group
Idaho
$120K +$120K +3,564 New
UB
334
UMB Bank
Missouri
$114K +$114K +3,367 New
ACA
335
American Capital Advisory
Idaho
$113K -$2.77K -82 -2%
WMS
336
Wealth Management Strategies
Pennsylvania
$103K +$103K +305,861 New
OLVIG
337
Oliver Lagore Vanvalin Investment Group
Michigan
$83.8K +$51.1K +1,513 +156%
MAM
338
Morse Asset Management
Connecticut
$79.4K +$79.4K +2,351 New
Fidelity Investments
339
Fidelity Investments
Massachusetts
$78.2K +$78.1K +2,311 +115,550%
RWM
340
Rialto Wealth Management
New York
$73.9K +$73.9K +2,188 New
GRP
341
Global Retirement Partners
California
$70.8K -$9.9K -293 -12%
CAS
342
Coppell Advisory Solutions
Texas
$68K
LWA
343
Lowe Wealth Advisors
Maryland
$60.2K
FC
344
Fairscale Capital
New Hampshire
$53.1K
VWA
345
VSM Wealth Advisory
Maryland
$47.4K +$47.4K +1,403 New
LG
346
LAM Group
Oregon
$40.4K +$1.86K +55 +5%
ADL
347
Asset Dedication LLC
California
$39.8K
SAM
348
Synergy Asset Management
Washington
$35.1K +$35.1K +1,029 New
PFT
349
Providence First Trust
Arizona
$34.3K +$34.3K +1,015 New
HFS
350
Hantz Financial Services
Michigan
$31K +$31K +917 New