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Dimensional US High Profitability ETF
DUHP
DUHP
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.
New
Increased
Maintained
Reduced
Closed
1,300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 2
400% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 9
67% more capital invested
Capital invested by funds: $479M → $799M (+$320M)
45% more funds holding
Funds holding: 58 → 84 (+26)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
9.01% more ownership
Funds ownership: 80.08% → 89.1% (+9%)
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
Pathstone Family Office
Englewood,
New Jersey
|
+$144M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$51.6M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$41.8M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$13.5M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$12.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFS
76
Annapolis Financial Services
Annapolis,
Maryland
| $41K | +$45.5K | +1,922 | New |
|
|
DI
77
Disciplined Investments
Tulsa,
Oklahoma
| $35K | +$19.5K | +824 | +103% |
|
|
AF
78
Allworth Financial
Folsom,
California
| $20K | -$9.25K | -391 | -29% |
|
79
Bank of Montreal
Toronto,
Ontario, Canada
| $9.73K | +$4.8M | +202,976 | +94% |
|
|
CCA
80
Column Capital Advisors
Indianapolis,
Indiana
| $9K | +$9.47K | +400 | New |
|
81
Rockefeller Capital Management
New York
| $7K | +$7.95K | +336 | New |
|
|
MCA
82
Maryland Capital Advisors
Chester,
Maryland
| $2K | – | – | – |
|
|
TRCT
83
Tower Research Capital (TRC)
New York
| $1K | -$190K | -8,033 | -100% |
|
|
CWM
84
Castle Wealth Management
West Palm Beach,
Florida
| $1K | -$3.36K | -142 | -71% |
|
|
WIA
85
World Investment Advisors
Santa Barbara,
California
| – | -$882K | -35,871 | Closed |
|
|
PFGIA
86
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$230K | -10,232 | Closed |
|