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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 %
BPA
51
Beacon Pointe Advisors
California
$26.8M 792,120 -5,654 -0.7%
AF
52
Allworth Financial
California
$26.6M 762,116 -20,275 -3%
LWM
53
Liberty Wealth Management
California
$26.4M 782,259 -8,950 -1%
TWD
54
True Wealth Design
Ohio
$26M 770,716 -221 -0%
SWA
55
Sax Wealth Advisors
New Jersey
$24.9M 737,534 -221,110 -23%
MWP
56
Meredith Wealth Planning
Illinois
$24.6M 726,739 +38,921 +6%
TWA
57
TCI Wealth Advisors
Arizona
$24.3M 718,205 +117,106 +19%
CJH
58
Christopher J. Hasenberg
Wisconsin
$23.6M 697,779 -238,784 -25%
RS
59
Retirement Solution
Washington
$22.8M 674,961 -14,306 -2%
UWM
60
United Wealth Management
Virginia
$22M 652,508 +652,508 New
TFO
61
Timonier Family Office
North Carolina
$22M 650,549 +650,549 New
FWM
62
Fortress Wealth Management
California
$21.3M 629,186 +54,367 +9%
EWA
63
Exencial Wealth Advisors
Oklahoma
$20.7M 613,143 +52,223 +9%
Mariner
64
Mariner
Kansas
$20.6M 610,327 +96,020 +19%
AWM
65
AE Wealth Management
Kansas
$20.4M 604,441 +55,929 +10%
RIM
66
RW Investment Management
Idaho
$20.2M 597,179 +527,054 +752%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$19.9M 589,187 +108,850 +23%
BA
68
Bridgewater Advisors
New York
$19.4M 576,469 +119,815 +26%
MGW
69
MB Generational Wealth
Washington
$18.1M 536,106 -8,210 -2%
AC
70
Apella Capital
Connecticut
$18M 532,179 +477,255 +869%
OCG
71
Opus Capital Group
Ohio
$18M 532,172 +10,768 +2%
OA
72
Oceanside Advisors
South Carolina
$17.7M 524,348 +1,965 +0.4%
M
73
MATAURO
New York
$17.7M 522,757 +522,757 New
PWM
74
PBMares Wealth Management
Virginia
$17.4M 514,928 +28,411 +6%
SSC
75
Syverson Strege & Co
Iowa
$16.9M 499,143 -6,106 -1%
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