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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

255 hedge funds and large institutions have $5B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 53 reducing their positions, and 12 closing their positions.

Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.7%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
37
Increased
148
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$832M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$811M
3
UBS Group
3
UBS Group
Switzerland
$51.6M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$58.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$41.4M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$3.03M
2
AWM
2
AE Wealth Management
Kansas
$15.1M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$77.7M
4
FFS
4
Founders Financial Securities
Maryland
$12.6M
5
HI
5
Horizon Investments
North Carolina
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MSWMA
26
Market Street Wealth Management Advisors
Indiana
$36.2M 1,146,759 +67,805 +6%
EA
27
Efficient Advisors
Ohio
$35.9M 1,135,705 +8,518 +0.8%
UWPG
28
Ullmann Wealth Partners Group
Florida
$35.9M 1,134,512 +41,050 +4%
MRC
29
Millburn Ridgefield Corp
New York
$33M 1,043,052 – –
CCA
30
Catalyst Capital Advisors
New York
$33M 1,043,052 – –
FIM
31
Freedom Investment Management
Connecticut
$32.7M 1,034,847 -100,736 -9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$32.4M 1,025,314 +114,006 +13%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$31.9M 1,009,411 +76,486 +8%
FC
34
Financial Consulate
Maryland
$31.7M 1,002,346 +11,899 +1%
TWD
35
True Wealth Design
Ohio
$29.2M 923,799 +122,130 +15%
SFA
36
Sequoia Financial Advisors
Ohio
$26.2M 828,707 +37,664 +5%
BPA
37
Beacon Pointe Advisors
California
$25.7M 812,638 +66,336 +9%
CJH
38
Christopher J. Hasenberg
Wisconsin
$25.7M 812,479 -72,208 -8%
LWM
39
Liberty Wealth Management
California
$25.5M 805,903 -20,574 -2%
SWA
40
Sax Wealth Advisors
New Jersey
$25.1M 795,088 +149,229 +23%
GFA
41
Grunden Financial Advisory
Texas
$25.1M 793,995 +1,749 +0.2%
B
42
BetterWealth
California
$24.3M 767,204 -4,510 -0.6%
RS
43
Retirement Solution
Washington
$22.5M 711,641 -4,701 -0.7%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$21.9M 692,333 +53,345 +8%
CPIG
45
Chicago Partners Investment Group
Illinois
$21.3M 705,565 +41,928 +6%
GOCP
46
Great Oak Capital Partners
Massachusetts
$21.1M 667,467 +175,487 +36%
AF
47
Allworth Financial
California
$19.8M 627,790 -3,295 -0.5%
AG
48
AlTi Global
New York
$19.7M 622,350 +147,200 +31%
CGL
49
Clarius Group LLC
Washington
$19.2M 608,287 +571,911 +1,572%
LEFP
50
Leading Edge Financial Planning
Tennessee
$19.2M 606,955 +62,991 +12%
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