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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$364M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.26B
3
AC
3
Apella Capital
Connecticut
$45.5M
4
PFA
4
Pure Financial Advisors
California
$203M
5
Mariner
5
Mariner
Kansas
$40.5M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$854K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.16B
3
FIS
3
Fischer Investment Strategies
California
$4.21M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$45M
5
FH
5
Financial Harvest
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
51
Financial Consulate
Maryland
$29.6M 894,617 -116,377 -12%
BPA
52
Beacon Pointe Advisors
California
$29M 874,873 +82,753 +10%
CJH
53
Christopher J. Hasenberg
Wisconsin
$28.8M 866,726 +168,947 +24%
LEFP
54
Leading Edge Financial Planning
Tennessee
$28.1M 847,714 +47,927 +6%
GFA
55
Grunden Financial Advisory
Texas
$27.3M 823,035 -27,837 -3%
AF
56
Allworth Financial
California
$27.2M 847,605 +85,489 +11%
TFO
57
Timonier Family Office
North Carolina
$26.7M 805,387 +154,838 +24%
RIM
58
RW Investment Management
Idaho
$25.9M 781,622 +184,443 +31%
LWM
59
Liberty Wealth Management
California
$25.9M 779,772 -2,487 -0.3%
TWD
60
True Wealth Design
Ohio
$25.3M 763,267 -7,449 -1%
MWP
61
Meredith Wealth Planning
Illinois
$25.2M 760,626 +33,887 +5%
SWA
62
Sax Wealth Advisors
New Jersey
$23.6M 712,489 -25,045 -3%
UWM
63
United Wealth Management
Virginia
$23.5M 709,926 +57,418 +9%
BA
64
Bridgewater Advisors
New York
$23.3M 715,298 +138,829 +24%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$22.8M 687,746 +98,559 +17%
EWA
66
Exencial Wealth Advisors
Oklahoma
$22.2M 669,079 +55,936 +9%
AWM
67
AE Wealth Management
Kansas
$21.9M 659,989 +55,548 +9%
VBA
68
von Borstel & Associates
Oregon
$21M 634,127 +145,102 +30%
PWM
69
PBMares Wealth Management
Virginia
$18.6M 561,253 +46,325 +9%
MGW
70
MB Generational Wealth
Washington
$18.2M 550,447 +14,341 +3%
OA
71
Oceanside Advisors
South Carolina
$17.7M 534,580 +10,232 +2%
OCG
72
Opus Capital Group
Ohio
$17.6M 529,844 -2,328 -0.4%
IA
73
Integrity Alliance
Iowa
$17.5M 529,492 +529,492 New
HFA
74
Hippocratic Financial Advisors
California
$16.6M 499,943 +43,760 +10%
LFS
75
Lutz Financial Services
Nebraska
$16.5M 498,556 +25,913 +5%
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