We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257288 (+31)

0.95% less ownership

Funds ownership: 99.59%98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bridgewater Advisors
New York
$13.5M +$2.22M +71,288 +20%
HI
77
Horizon Investments
North Carolina
$13.3M +$728K +23,427 +6%
HCM
78
Hutchinson Capital Management
California
$13.2M -$70.6K -2,270 -0.5%
WWA
79
WCG Wealth Advisors
Nevada
$13.2M +$367K +11,801 +3%
WFA
80
Websterrogers Financial Advisors
South Carolina
$12.9M +$216K +6,956 +2%
KA
81
Kooman & Associates
Pennsylvania
$12.6M +$68.1K +2,192 +0.6%
CAM
82
CPA Asset Management
Florida
$12.6M +$478K +15,385 +4%
WFA
83
West Financial Advisors
Iowa
$12.6M +$405K +13,023 +3%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$12.5M +$2.93M +94,210 +32%
RW
85
REDW Wealth
New Mexico
$12.5M +$850K +27,348 +8%
PFM
86
Phillips Financial Management
Indiana
$12.5M +$2.12M +68,313 +21%
PWM
87
PBMares Wealth Management
Virginia
$12M +$1.77M +56,935 +18%
PA
88
Pinnacle Associates
New York
$12M -$320K -10,285 -3%
PWMAG
89
Pinnacle Wealth Management Advisory Group
New Jersey
$12M -$320K -10,285 -3%
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$11.5M +$596K +19,179 +6%
ACP
91
Aveo Capital Partners
Colorado
$11.2M -$202K -6,484 -2%
TAM
92
TCP Asset Management
Ohio
$11M +$327K +10,515 +3%
RJA
93
Raymond James & Associates
Florida
$10M +$890K +28,624 +10%
ICM
94
Intrepid Capital Management
Florida
$9.75M +$98.4K +3,164 +1%
JP Morgan Chase
95
JP Morgan Chase
New York
$9.74M +$357K +11,494 +4%
Goldman Sachs
96
Goldman Sachs
New York
$9.57M +$7.74M +249,103 +498%
DAS
97
Dynamic Advisor Solutions
Arizona
$9.17M +$2.4M +77,160 +37%
LFA
98
Level Financial Advisors
New York
$9.13M +$1.46M +47,124 +20%
WCA
99
Waypoint Capital Advisors
Minnesota
$9.04M +$1.66M +53,335 +23%
AC
100
Applied Capital
Arkansas
$8.99M +$388K +12,474 +5%