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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

84 hedge funds and large institutions have $799M invested in Dimensional US High Profitability ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+26
Holders Change %
+44.83%
% of All Funds
1.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
28
Increased
45
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$130M
2
LI
2
LVZ Inc
Michigan
$47.2M
3
LWM
3
Liberty Wealth Management
California
$41.1M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$21.6M
5
MWM
5
Merriman Wealth Management
Washington
$152M

Top Sellers

1
AP
1
Adero Partners
California
$135M
2
CCM
2
Carlson Capital Management
Minnesota
$30.4M
3
WIA
3
World Investment Advisors
California
$0
4
BA
4
Bridgewater Advisors
New York
$347K
5
3LCM
5
3D/L Capital Management
Connecticut
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$3.64M 155,062 +113,239 +271%
DY
27
Dowling & Yahnke
California
$3.44M 161,010 +161,010 New
WCA
28
Waypoint Capital Advisors
Minnesota
$3.2M 149,940 +149,940 New
TFA
29
Triad Financial Advisors
North Carolina
$3.18M 149,192 +50,544 +51%
BPA
30
Beacon Pointe Advisors
California
$2.95M 137,947 +78,550 +132%
AWM
31
AE Wealth Management
Kansas
$2.89M 135,502 +25,810 +24%
HSG
32
Helen Stephens Group
Texas
$2.52M 117,959 +117,959 New
Stifel Financial
33
Stifel Financial
Missouri
$2.4M 112,271 +112,271 New
NL
34
NWAM LLC
Washington
$2.24M 104,981 +67,087 +177%
SAM
35
Satovsky Asset Management
New York
$1.97M 92,347 +23,314 +34%
LFA
36
Landmark Financial Advisors
Kentucky
$1.88M 88,083 +35,144 +66%
PWM
37
PBMares Wealth Management
Virginia
$1.82M 85,414 +5,002 +6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.81M 84,985 +30,296 +55%
PW
39
Peninsula Wealth
California
$1.78M 83,441 +37,061 +80%
TWA
40
TCI Wealth Advisors
Arizona
$1.57M 73,656 +20,601 +39%
WP
41
WealthSource Partners
California
$1.31M 61,165 +30,117 +97%
HCM
42
Hutchinson Capital Management
California
$1.16M 54,319 +23,816 +78%
BSW
43
Buckingham Strategic Wealth
Missouri
$1.1M 51,476 +51,476 New
Osaic Holdings
44
Osaic Holdings
Arizona
$1.04M 48,550 +22,328 +85%
ALWM
45
Andrews Lucia Wealth Management
California
$959K 44,953 +44,953 New
GTAM
46
Global Trust Asset Management
Florida
$863K 40,447 +10,480 +35%
EWA
47
Exencial Wealth Advisors
Oklahoma
$861K 40,351 +40,351 New
SFG
48
Steward Financial Group
Texas
$806K 37,801 +36,115 +2,142%
FFS
49
Founders Financial Securities
Maryland
$790K 35,515 +35,515 New
BDF
50
Balasa Dinverno & Foltz
$732K 34,279 +34,279 New
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