DUHP icon

Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

84 hedge funds and large institutions have $799M invested in Dimensional US High Profitability ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+26
Holders Change %
+44.83%
% of All Funds
1.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
28
Increased
45
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$130M
2
LI
2
LVZ Inc
Michigan
$47.2M
3
LWM
3
Liberty Wealth Management
California
$41.1M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$21.6M
5
MWM
5
Merriman Wealth Management
Washington
$152M

Top Sellers

1
AP
1
Adero Partners
California
$135M
2
CCM
2
Carlson Capital Management
Minnesota
$30.4M
3
WIA
3
World Investment Advisors
California
$0
4
BA
4
Bridgewater Advisors
New York
$347K
5
3LCM
5
3D/L Capital Management
Connecticut
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Schubert & Co
Texas
$659K 30,889 +16,737 +118%
TIM
52
Tortoise Investment Management
New York
$636K 29,790 +29,790 New
MSFS
53
Main Street Financial Solutions
Pennsylvania
$619K 29,021 +10,956 +61%
WWM
54
Wolff Wiese Magana
California
$599K 28,078 -1,050 -4%
OPS
55
Orion Portfolio Solutions
Nebraska
$587K 27,527 -1,031 -4%
1WM
56
1900 Wealth Management
Texas
$582K 27,284 +27,284 New
MHB
57
Midwest Heritage Bank
Iowa
$578K 27,074 +6,282 +30%
KAS
58
Kestra Advisory Services
Texas
$545K 25,538 +16,521 +183%
GAM
59
Gemmer Asset Management
California
$542K 25,418 +25,418 New
EP
60
Equius Partners
California
$479K 22,434 +4,213 +23%
IAG
61
Investmark Advisory Group
Connecticut
$431K 20,207 +9,079 +82%
Truist Financial
62
Truist Financial
North Carolina
$399K 18,701 +18,701 New
EH
63
Equitable Holdings
New York
$397K 18,622 +18,622 New
LFA
64
Level Financial Advisors
New York
$391K 18,345 +11,771 +179%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$389K 18,223 +18,223 New
SHFA
66
SC&H Financial Advisors
Maryland
$383K 17,966 +17,966 New
BA
67
Bridgewater Advisors
New York
$347K 16,268 -12,771 -44%
NA
68
NewEdge Advisors
Louisiana
$315K 14,765 +14,765 New
FOA
69
Five Oceans Advisors
California
$312K 14,637 +26 +0.2%
BWM
70
Birchcreek Wealth Management
Ohio
$303K 14,201 +14,201 New
Creative Planning
71
Creative Planning
Kansas
$283K 13,265 +13,265 New
RIM
72
Rockbridge Investment Management
New York
$227K 10,660 – –
IA
73
IFP Advisors
Florida
$190K 7,653 +4,929 +181%
WFA
74
Wipfli Financial Advisors
Wisconsin
$44K 2,076 +2,076 New
BC
75
Burleson & Co
California
$43K 1,998 +1,998 New
1 2
3
4