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Dimensional US High Profitability ETF
DUHP

58 hedge funds and large institutions have $479M invested in Dimensional US High Profitability ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 1

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

164% more funds holding

Funds holding: 22 → 58 (+36)

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

12% more capital invested

Capital invested by funds: $426M → $479M (+$52.7M)

7.07% less ownership

Funds ownership: 87.15% → 80.08% (-7.1%)

Holders
58
Holders Change
+36
Holders Change %
+163.64%
% of All Funds
0.98%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.17%
New
40
Increased
14
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$159M
2
CCM
Carlson Capital Management
Minnesota
+$36.6M
3
3LCM
3D/L Capital Management
Connecticut
+$34.1M
4
AP
Adero Partners
California
+$31.7M
5
HPA
High Probability Advisors
New York
+$22M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$263M
2
DPI
Diversified Portfolios Inc
Michigan
-$9.56M
3
CWG
Crown Wealth Group
North Carolina
-$760K
4
HA
Herold Advisors
New York
-$18.7K
5
Bank of America
Bank of America
North Carolina
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
26
Landmark Financial Advisors
Kentucky
$1.19M +$647K +26,562 +101%
CPA
27
Cardiff Park Advisors
California
$1.16M +$1.26M +51,727 New
PW
28
Peninsula Wealth
California
$1.04M +$1.13M +46,380 New
CPIG
29
Chicago Partners Investment Group
Illinois
$1.02M +$764K +31,347 +299%
WIA
30
World Investment Advisors
California
$882K +$874K +35,871 New
NL
31
NWAM LLC
Washington
$857K +$923K +37,894 New
LI
32
LVZ Inc
Michigan
$735K +$796K +32,680 New
WP
33
WealthSource Partners
California
$699K +$756K +31,048 New
HCM
34
Hutchinson Capital Management
California
$686K +$743K +30,503 New
GTAM
35
Global Trust Asset Management
Florida
$674K +$730K +29,967 New
WWM
36
Wolff Wiese Magana
California
$655K +$710K +29,128 New
BA
37
Bridgewater Advisors
New York
$653K +$707K +29,039 New
OPS
38
Orion Portfolio Solutions
Nebraska
$643K +$696K +28,558 New
Osaic Holdings
39
Osaic Holdings
Arizona
$590K +$639K +26,222 New
Jane Street
40
Jane Street
New York
$587K +$636K +26,092 New
MHB
41
Midwest Heritage Bank
Iowa
$468K +$176K +7,243 +53%
EP
42
Equius Partners
California
$410K – – –
MSFS
43
Main Street Financial Solutions
Pennsylvania
$406K +$440K +18,065 New
FOA
44
Five Oceans Advisors
California
$329K +$356K +14,611 New
SC
45
Schubert & Co
Texas
$318K +$231K +9,470 +202%
IAG
46
Investmark Advisory Group
Connecticut
$250K +$271K +11,128 New
RIM
47
Rockbridge Investment Management
New York
$240K +$260K +10,660 New
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$249K +10,232 New
KAS
49
Kestra Advisory Services
Texas
$203K +$220K +9,017 New
TRCT
50
Tower Research Capital (TRC)
New York
$181K +$197K +8,066 New
1
2
3

DUHP Hedge Fund Activity: Q2 2022 in Review

58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2022, worth a combined $479M — up 12% from $426M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DUHP positions and 4 closed out — a net gain of 36 holders — while 14 added to existing stakes and 1 trimmed.

The largest buyer was Merriman Wealth Management, adding an estimated $159M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $263M sold.

  • 58 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q2 2022, up from 22 in Q1 2022.
  • Funds reported $479M of Dimensional US High Profitability ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 40 funds opened new Dimensional US High Profitability ETF positions in Q2 2022 and 4 closed out, a net change of +36 holders.
  • The largest Dimensional US High Profitability ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $159M added.
  • The largest Dimensional US High Profitability ETF seller in Q2 2022 was Dimensional Fund Advisors, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2022.