DUHP icon

Dimensional US High Profitability ETF

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$56.5M +$8.24M +231,608 +17%
BHWM
27
Beaird Harris Wealth Management
Texas
$54.6M +$1.84M +51,612 +3%
HPA
28
High Probability Advisors
New York
$51.2M +$4.23M +118,929 +9%
SIAG
29
Safeguard Investment Advisory Group
California
$50.2M -$1.36M -38,219 -3%
TWA
30
TCI Wealth Advisors
Arizona
$49.4M +$13.4M +377,756 +37%
Mariner
31
Mariner
Kansas
$48.9M +$5.4M +151,758 +12%
RS
32
Retirement Solution
Washington
$45.9M +$386K +10,853 +0.8%
SAM
33
Satovsky Asset Management
New York
$45.6M -$158K -4,434 -0.3%
EA
34
Efficient Advisors
Ohio
$45M +$3.78M +106,406 +9%
DPW
35
DiNuzzo Private Wealth
Pennsylvania
$43.9M +$387K +10,885 +0.9%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$43M -$5.31M -149,344 -11%
MSWMA
37
Market Street Wealth Management Advisors
Indiana
$41.8M -$591K -16,610 -1%
Bank of America
38
Bank of America
North Carolina
$39.2M +$4.26M +119,881 +12%
PFM
39
Phillips Financial Management
Indiana
$38.4M +$3.33M +93,665 +10%
CGL
40
Clarius Group LLC
Washington
$38.4M +$592K +16,639 +2%
RIM
41
RW Investment Management
Idaho
$38.3M +$10.5M +295,907 +38%
CPIG
42
Chicago Partners Investment Group
Illinois
$38M +$1.23M +33,673 +3%
WA
43
Wealthstream Advisors
New York
$37.7M +$982K +27,621 +3%
MRC
44
Millburn Ridgefield Corp
New York
$37.6M -$2.66M -74,690 -7%
CCA
45
Catalyst Capital Advisors
New York
$37.6M -$2.66M -74,690 -7%
AF
46
Allworth Financial
California
$36.6M +$6.5M +182,737 +22%
OIA
47
OneDigital Investment Advisors
Kansas
$35.9M -$3.78M -106,439 -10%
GOCP
48
Great Oak Capital Partners
Massachusetts
$34.7M +$1.58M +43,732 +5%
GFA
49
Grunden Financial Advisory
Texas
$32.9M +$3.63M +102,063 +12%
SFA
50
Sequoia Financial Advisors
Ohio
$32.6M -$3.92M -110,107 -11%