DUHP icon

Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

235 hedge funds and large institutions have $3.91B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
3.45%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
49
Increased
131
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$553M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$566M
3
AA
3
Alesco Advisors
New York
$66.2M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$77.4M
5
FIM
5
Freedom Investment Management
Connecticut
$32.5M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$13.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.05M
3
VA
3
Verdad Advisers
Massachusetts
$0
4
MRC
4
Millburn Ridgefield Corp
New York
$29.8M
5
CCA
5
Catalyst Capital Advisors
New York
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LFGO
76
Legacy Financial Group (Oklahoma)
Oklahoma
$9.05M 316,233 +50,452 +19%
TWA
77
TCI Wealth Advisors
Arizona
$9.04M 316,046 +31,775 +11%
BA
78
Bridgewater Advisors
New York
$8.34M 291,402 +99,818 +52%
ICM
79
Intrepid Capital Management
Florida
$8.18M 286,032 -480 -0.2%
WWA
80
WCG Wealth Advisors
Nevada
$8.17M 285,651 +18,763 +7%
RA
81
RFG Advisory
Alabama
$7.87M 274,934 +1,563 +0.6%
IDA
82
Intelligence Driven Advisers
California
$7.85M 269,309 +269,309 New
EWA
83
Exencial Wealth Advisors
Oklahoma
$7.83M 273,680 +54,403 +25%
Mariner
84
Mariner
Kansas
$7.82M 273,278 +35,005 +15%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$7.81M 273,104 +687 +0.3%
TAM
86
TCP Asset Management
Ohio
$7.73M 270,250 +13,826 +5%
Morgan Stanley
87
Morgan Stanley
New York
$7.38M 257,998 +233,738 +963%
PFM
88
Phillips Financial Management
Indiana
$7.36M 257,226 +55,437 +27%
PWM
89
PBMares Wealth Management
Virginia
$7.32M 256,018 +81,615 +47%
AC
90
Applied Capital
Arkansas
$7.3M 255,102 +4,326 +2%
AHL
91
Abel Hall LLC
Louisiana
$6.99M 244,169 +244,169 New
RFP
92
RCS Financial Planning
Maryland
$6.64M 232,053 -1,068 -0.5%
CWG
93
Crown Wealth Group
North Carolina
$6.6M 230,582 -31,847 -12%
AWM
94
Avondale Wealth Management
Texas
$6.44M 225,027 +50,262 +29%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$6.21M 217,172 +133,034 +158%
MWA
96
Mills Wealth Advisors
Texas
$6.11M 213,534 +15,181 +8%
CPA
97
Cardiff Park Advisors
California
$6.08M 212,686 -2,063 -1%
Renaissance Technologies
98
Renaissance Technologies
New York
$5.98M 208,900 +169,600 +432%
WIM
99
Waycross Investment Management
Washington
$5.7M 199,273 +161 +0.1%
DAS
100
Dynamic Advisor Solutions
Arizona
$5.6M 198,537 +25,765 +15%
2 3
4
5 6