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Dimensional US High Profitability ETF

431 hedge funds and large institutions have $8.49B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 238 increasing their positions, 99 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 11

140% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 99

15% more capital invested

Capital invested by funds: $7.37B → $8.49B (+$1.12B)

10% more funds holding

Funds holding: 393431 (+38)

9% more funds holding in top 10

Funds holding in top 10: 8795 (+8)

0.6% more ownership

Funds ownership: 97.83%98.43% (+0.6%)

Holders
431
Holders Change
+38
Holders Change %
+9.67%
% of All Funds
5.67%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
1.25%
New
57
Increased
238
Reduced
99
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$32.6M -$3.68M -110,107 -11%
TFO
52
Timonier Family Office
North Carolina
$32.3M +$3.46M +103,747 +13%
LEFP
53
Leading Edge Financial Planning
Tennessee
$32.2M +$1.96M +58,634 +7%
BPA
54
Beacon Pointe Advisors
California
$32.2M +$1.02M +30,588 +3%
HWM
55
HB Wealth Management
Georgia
$30.8M +$28.9M +865,963 New
UWPG
56
Ullmann Wealth Partners Group
Florida
$29.8M -$11.3M -339,261 -29%
FB
57
Fulton Bank
Pennsylvania
$29.5M +$27.7M +829,280 New
MWP
58
Meredith Wealth Planning
Illinois
$29.3M +$2.13M +63,942 +8%
NA
59
NewEdge Advisors
Louisiana
$28.3M -$3.69M -110,457 -12%
BA
60
Bridgewater Advisors
New York
$27.8M +$1.69M +50,510 +7%
AWM
61
AE Wealth Management
Kansas
$26.9M +$3.23M +96,619 +15%
SWA
62
Sax Wealth Advisors
New Jersey
$26M +$658K +19,704 +3%
LWM
63
Liberty Wealth Management
California
$26M -$1.67M -50,113 -6%
GM
64
GeoWealth Management
Illinois
$25.7M +$22.4M +671,212 +1,302%
UWM
65
United Wealth Management
Virginia
$25.7M +$385K +11,532 +2%
EWA
66
Exencial Wealth Advisors
Oklahoma
$25.6M +$1.67M +49,880 +7%
EWM
67
Empirical Wealth Management
Washington
$25.2M +$21.2M +635,664 +867%
TWD
68
True Wealth Design
Ohio
$25M -$1.98M -59,421 -8%
VBA
69
von Borstel & Associates
Oregon
$24.9M +$1.66M +49,742 +8%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$24.6M +$165K +4,956 +0.7%
HFA
71
Hippocratic Financial Advisors
California
$24.4M +$6.19M +185,272 +37%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$22.6M -$14.4M -430,579 -40%
WFA
73
West Financial Advisors
Iowa
$21.8M +$7.46M +223,532 +57%
PWM
74
PBMares Wealth Management
Virginia
$20.9M +$841K +25,182 +4%
IA
75
Integrity Alliance
Iowa
$19.2M +$351K +10,521 +2%

DUHP Hedge Fund Activity: Q2 2025 in Review

431 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2025, worth a combined $8.49B — up 15% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DUHP positions and 11 closed out — a net gain of 46 holders — while 238 added to existing stakes and 99 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $234M. The largest seller was Christopher J. Hasenberg, cutting an estimated $28.2M.

  • 431 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q2 2025, up from 393 in Q1 2025.
  • Funds reported $8.49B of Dimensional US High Profitability ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 57 funds opened new Dimensional US High Profitability ETF positions in Q2 2025 and 11 closed out, a net change of +46 holders.
  • The largest Dimensional US High Profitability ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $234M added.
  • The largest Dimensional US High Profitability ETF seller in Q2 2025 was Christopher J. Hasenberg, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.