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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

375 hedge funds and large institutions have $7.18B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 78 reducing their positions, and 12 closing their positions.

Holders
375
Holders Change
+64
Holders Change %
+20.58%
% of All Funds
4.99%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.13%
New
83
Increased
178
Reduced
78
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$54.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.29B
3
PFA
3
Pure Financial Advisors
California
$185M
4
UWM
4
United Wealth Management
Virginia
$22M
5
TFO
5
Timonier Family Office
North Carolina
$22M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.21B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$53.7M
3
KAS
3
Kestra Advisory Services
Texas
$6.04M
4
B
4
BetterWealth
California
$11.7M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
26
Beaird Harris Wealth Management
Texas
$46.1M 1,364,296 +109,194 +9%
FIM
27
Freedom Investment Management
Connecticut
$45.9M 1,359,855 -83,222 -6%
SAM
28
Satovsky Asset Management
New York
$43.6M 1,291,353 -13,969 -1%
AG
29
AlTi Global
New York
$42.6M 1,248,100 +547,350 +78%
HPA
30
High Probability Advisors
New York
$42.5M 1,257,178 +64,809 +5%
DPW
31
DiNuzzo Private Wealth
Pennsylvania
$41.5M 1,228,911 -45,095 -4%
UWPG
32
Ullmann Wealth Partners Group
Florida
$40.7M 1,205,662 -6,506 -0.5%
OIA
33
OneDigital Investment Advisors
Kansas
$40.2M 1,188,598 -119,703 -9%
EA
34
Efficient Advisors
Ohio
$39.6M 1,173,132 +32,125 +3%
MSWMA
35
Market Street Wealth Management Advisors
Indiana
$39.4M 1,166,198 -9,195 -0.8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$35.2M 1,041,876 +39,607 +4%
MRC
37
Millburn Ridgefield Corp
New York
$34.6M 1,025,382 – –
CCA
38
Catalyst Capital Advisors
New York
$34.6M 1,025,382 – –
Bank of America
39
Bank of America
North Carolina
$34.4M 1,016,739 +167,000 +20%
FC
40
Financial Consulate
Maryland
$34.2M 1,010,994 -7,081 -0.7%
WA
41
Wealthstream Advisors
New York
$33.7M 997,805 +86,110 +9%
CPIG
42
Chicago Partners Investment Group
Illinois
$33.3M 980,802 +33,852 +4%
SFA
43
Sequoia Financial Advisors
Ohio
$32.7M 969,097 +2,372 +0.2%
CGL
44
Clarius Group LLC
Washington
$31.6M 935,718 +78,620 +9%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$31.4M 930,500 +55,891 +6%
GOCP
46
Great Oak Capital Partners
Massachusetts
$30.9M 919,613 +12,349 +1%
NA
47
NewEdge Advisors
Louisiana
$30.2M 894,419 -637 -0.1%
GFA
48
Grunden Financial Advisory
Texas
$28.8M 850,872 +31,453 +4%
PFM
49
Phillips Financial Management
Indiana
$28.5M 842,594 +350,604 +71%
LEFP
50
Leading Edge Financial Planning
Tennessee
$27M 799,787 +32,258 +4%
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