Dimensional US High Profitability ETF
DUHP
58 hedge funds and large institutions have $479M invested in Dimensional US High Profitability ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
900% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 4
164% more funds holding
Funds holding: 22 → 58 (+36)
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
12% more capital invested
Capital invested by funds: $426M → $479M (+$52.7M)
7.07% less ownership
Funds ownership: 87.15% → 80.08% (-7.1%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
51
Level Financial Advisors
East Amherst,
New York
| $148K | +$160K | +6,574 | New |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $67K | – | – | – |
|
|
SFG
53
Steward Financial Group
Colleyville,
Texas
| $37K | +$41.1K | +1,686 | New |
|
|
AF
54
Allworth Financial
Folsom,
California
| $30K | +$32.5K | +1,332 | New |
|
|
DI
55
Disciplined Investments
Tulsa,
Oklahoma
| $18K | +$19.6K | +803 | New |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| $5.03K | +$5.25M | +215,370 | +93,639% |
|
|
CWM
57
Castle Wealth Management
West Palm Beach,
Florida
| $4K | +$4.85K | +199 | New |
|
|
MCA
58
Maryland Capital Advisors
Chester,
Maryland
| $2K | – | – | – |
|
|
DPI
59
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| – | -$9.56M | -265,278 | Closed |
|
60
Dimensional Fund Advisors
Austin,
Texas
| – | -$263M | -100,000 | Closed |
|
|
HA
61
Herold Advisors
New York
| – | -$18.7K | -710 | Closed |
|
62
Bank of America
Charlotte,
North Carolina
| – | -$6K | -236 | Closed |
|
DUHP Hedge Fund Activity: Q2 2022 in Review
58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2022, worth a combined $479M — up 12% from $426M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DUHP positions and 4 closed out — a net gain of 36 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $159M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $263M sold.
- 58 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q2 2022, up from 22 in Q1 2022.
- Funds reported $479M of Dimensional US High Profitability ETF stock for Q2 2022, up 12% quarter-over-quarter.
- 40 funds opened new Dimensional US High Profitability ETF positions in Q2 2022 and 4 closed out, a net change of +36 holders.
- The largest Dimensional US High Profitability ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $159M added.
- The largest Dimensional US High Profitability ETF seller in Q2 2022 was Dimensional Fund Advisors, an estimated $263M sold.
Based on aggregated 13F filings for Q2 2022.