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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

311 hedge funds and large institutions have $6.84B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 175 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
311
Holders Change
+26
Holders Change %
+9.12%
% of All Funds
4.5%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
49
Increased
175
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.28B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$79.2M
4
PFA
4
Pure Financial Advisors
California
$158M
5
WA
5
Wealthstream Advisors
New York
$31.1M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$27M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$73.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SW
4
Simplicity Wealth
New Jersey
$3.04M
5
TWD
5
True Wealth Design
Ohio
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$44.6M 1,308,301 -62,439 -5%
SAM
27
Satovsky Asset Management
New York
$44.5M 1,305,322 +11,405 +0.9%
DPW
28
DiNuzzo Private Wealth
Pennsylvania
$43.4M 1,274,006 -26,182 -2%
BHWM
29
Beaird Harris Wealth Management
Texas
$42.8M 1,255,102 +191,447 +18%
UWPG
30
Ullmann Wealth Partners Group
Florida
$41.3M 1,212,168 +45,706 +4%
HPA
31
High Probability Advisors
New York
$40.6M 1,192,369 -115,627 -9%
MSWMA
32
Market Street Wealth Management Advisors
Indiana
$40M 1,175,393 +14,386 +1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$39.3M 1,152,422 +71,490 +7%
EA
34
Efficient Advisors
Ohio
$38.9M 1,141,007 -1,407 -0.1%
MRC
35
Millburn Ridgefield Corp
New York
$34.9M 1,025,382 -1,562 -0.2%
CCA
36
Catalyst Capital Advisors
New York
$34.9M 1,025,382 -1,562 -0.2%
FC
37
Financial Consulate
Maryland
$34.7M 1,018,075 +12,757 +1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$34.1M 1,002,269 -77,840 -7%
SFA
39
Sequoia Financial Advisors
Ohio
$32.9M 966,725 +104,573 +12%
SWA
40
Sax Wealth Advisors
New Jersey
$32.7M 958,644 +39,992 +4%
CPIG
41
Chicago Partners Investment Group
Illinois
$32.6M 946,950 +209,585 +28%
CJH
42
Christopher J. Hasenberg
Wisconsin
$32M 936,563 +74,615 +9%
WA
43
Wealthstream Advisors
New York
$31.1M 911,695 +911,695 New
GOCP
44
Great Oak Capital Partners
Massachusetts
$30.9M 907,264 +36,579 +4%
NA
45
NewEdge Advisors
Louisiana
$30.5M 895,056 +374,817 +72%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$29.8M 874,609 +76,145 +10%
Bank of America
47
Bank of America
North Carolina
$29M 849,739 +112,931 +15%
CGL
48
Clarius Group LLC
Washington
$28.8M 857,098 +64,019 +8%
GFA
49
Grunden Financial Advisory
Texas
$27.9M 819,419 +3,451 +0.4%
BPA
50
Beacon Pointe Advisors
California
$27.2M 797,774 -16,964 -2%
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