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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$249M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53.6M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$41.8M
5
FC
Financial Consulate
Maryland
+$34.8M

Top Sellers

1
CJH
Christopher J. Hasenberg
Wisconsin
-$30M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.3M
3
UWPG
Ullmann Wealth Partners Group
Florida
-$12.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$9.86M
5
SIS
Strategic Investment Solutions
Illinois
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
51
Timonier Family Office
North Carolina
$32.3M +$3.69M +103,747 +13%
LEFP
52
Leading Edge Financial Planning
Tennessee
$32.2M +$2.09M +58,634 +7%
BPA
53
Beacon Pointe Advisors
California
$32.2M +$1.09M +30,588 +3%
HWM
54
HB Wealth Management
Georgia
$30.8M +$30.8M +865,963 New
UWPG
55
Ullmann Wealth Partners Group
Florida
$29.8M -$12.1M -339,261 -29%
FB
56
Fulton Bank
Pennsylvania
$29.5M +$29.5M +829,280 New
MWP
57
Meredith Wealth Planning
Illinois
$29.3M +$2.27M +63,942 +8%
NA
58
NewEdge Advisors
Louisiana
$28.3M -$3.93M -110,457 -12%
BA
59
Bridgewater Advisors
New York
$27.8M +$1.84M +50,510 +7%
AWM
60
AE Wealth Management
Kansas
$26.9M +$3.44M +96,619 +15%
SWA
61
Sax Wealth Advisors
New Jersey
$26M +$701K +19,704 +3%
LWM
62
Liberty Wealth Management
California
$26M -$1.78M -50,113 -6%
GM
63
GeoWealth Management
Illinois
$25.7M +$23.9M +671,212 +1,302%
UWM
64
United Wealth Management
Virginia
$25.7M +$410K +11,532 +2%
EWA
65
Exencial Wealth Advisors
Oklahoma
$25.6M +$1.77M +49,880 +7%
EWM
66
Empirical Wealth Management
Washington
$25.2M +$22.6M +635,664 +867%
TWD
67
True Wealth Design
Ohio
$25M -$2.11M -59,421 -8%
VBA
68
von Borstel & Associates
Oregon
$24.9M +$1.81M +49,742 +8%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$24.6M +$176K +4,956 +0.7%
HFA
70
Hippocratic Financial Advisors
California
$24.4M +$6.59M +185,272 +37%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$22.6M -$15.3M -430,579 -40%
WFA
72
West Financial Advisors
Iowa
$21.8M +$7.95M +223,532 +57%
PWM
73
PBMares Wealth Management
Virginia
$20.9M +$895K +25,182 +4%
IA
74
Integrity Alliance
Iowa
$19.2M +$374K +10,521 +2%
OA
75
Oceanside Advisors
South Carolina
$19.1M +$81.5K +2,293 +0.4%
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