DUHP icon

Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

285 hedge funds and large institutions have $5.64B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
285
Holders Change
+30
Holders Change %
+11.76%
% of All Funds
4.15%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
0.87%
New
44
Increased
167
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$920M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$941M
3
FG
3
Foster Group
Iowa
$65.4M
4
BHWM
4
Beaird Harris Wealth Management
Texas
$34M
5
PFA
5
Pure Financial Advisors
California
$110M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
FFM
2
Forum Financial Management
Illinois
$214M
3
AWM
3
Aprio Wealth Management
Georgia
$71.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$59.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.96M
Name Market Value Shares Shares
Change 		Shares
Change %
DPW
26
DiNuzzo Private Wealth
Pennsylvania
$41.6M 1,300,188 -29,629 -2%
SAM
27
Satovsky Asset Management
New York
$41.4M 1,293,917 +918,575 +245%
UWPG
28
Ullmann Wealth Partners Group
Florida
$37.3M 1,166,462 +31,950 +3%
MSWMA
29
Market Street Wealth Management Advisors
Indiana
$37.1M 1,161,007 +14,248 +1%
EA
30
Efficient Advisors
Ohio
$36.5M 1,142,414 +6,709 +0.6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$34.6M 1,080,932 +71,521 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$34.6M 1,080,109 +54,795 +5%
BHWM
33
Beaird Harris Wealth Management
Texas
$34M 1,063,655 +1,063,655 New
FIM
34
Freedom Investment Management
Connecticut
$33.3M 1,040,894 +6,047 +0.6%
MRC
35
Millburn Ridgefield Corp
New York
$32.9M 1,026,944 -16,108 -2%
CCA
36
Catalyst Capital Advisors
New York
$32.9M 1,026,944 -16,108 -2%
FC
37
Financial Consulate
Maryland
$32.2M 1,005,318 +2,972 +0.3%
TWD
38
True Wealth Design
Ohio
$30.1M 940,696 +16,897 +2%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$30.1M 939,587 +355,184 +61%
SWA
40
Sax Wealth Advisors
New Jersey
$29.4M 918,652 +123,564 +16%
GOCP
41
Great Oak Capital Partners
Massachusetts
$27.7M 870,685 +203,218 +30%
SFA
42
Sequoia Financial Advisors
Ohio
$27.6M 862,152 +33,445 +4%
CJH
43
Christopher J. Hasenberg
Wisconsin
$27.6M 861,948 +49,469 +6%
GFA
44
Grunden Financial Advisory
Texas
$26.1M 815,968 +21,973 +3%
BPA
45
Beacon Pointe Advisors
California
$26.1M 814,738 +2,100 +0.3%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$25.5M 798,464 +106,131 +15%
CGL
47
Clarius Group LLC
Washington
$25.4M 793,079 +184,792 +30%
LWM
48
Liberty Wealth Management
California
$25.1M 1,501,479 +695,576 +86%
B
49
BetterWealth
California
$24.5M 764,634 -2,570 -0.3%
CPIG
50
Chicago Partners Investment Group
Illinois
$23.7M 737,365 +31,800 +5%
1
2
3 4 5