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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

375 hedge funds and large institutions have $7.18B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 78 reducing their positions, and 12 closing their positions.

Holders
375
Holders Change
+64
Holders Change %
+20.58%
% of All Funds
4.99%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.13%
New
83
Increased
178
Reduced
78
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B
2
PFA
2
Pure Financial Advisors
California
$185M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$93M
4
AG
4
AlTi Global
New York
$42.6M
5
RIM
5
RW Investment Management
Idaho
$20.2M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.21B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$53.7M
3
KAS
3
Kestra Advisory Services
Texas
$6.04M
4
B
4
BetterWealth
California
$11.7M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$16.7M 494,592 -7,636 -2%
VBA
77
von Borstel & Associates
Oregon
$16.5M 489,025 +166,913 +52%
FFS
78
Founders Financial Securities
Maryland
$16.1M 476,795 +33,396 +8%
IWC
79
Integrated Wealth Concepts
Massachusetts
$16.1M 475,305 +350,850 +282%
MSWM
80
Master's Wealth Management
Pennsylvania
$16M 474,638 +474,638 New
AFA
81
Arlington Financial Advisors
California
$16M 473,288 +15,295 +3%
LFS
82
Lutz Financial Services
Nebraska
$16M 472,643 +11,921 +3%
SIS
83
Strategic Investment Solutions
Illinois
$16M 531,146 +37,904 +8%
HI
84
Horizon Investments
North Carolina
$16M 472,149 +33,885 +8%
HFA
85
Hippocratic Financial Advisors
California
$15.4M 456,183 +456,183 New
TCM
86
Tassel Capital Management
North Carolina
$14.8M 436,984 +436,984 New
WWA
87
WCG Wealth Advisors
Nevada
$14.6M 433,325 +13,723 +3%
HCM
88
Hutchinson Capital Management
California
$14.3M 423,274 +3,747 +0.9%
LFGO
89
Legacy Financial Group (Oklahoma)
Oklahoma
$14.2M 419,693 +32,266 +8%
FIS
90
Fischer Investment Strategies
California
$14.1M 418,327 -42,152 -9%
KA
91
Kooman & Associates
Pennsylvania
$14M 415,211 +9,612 +2%
EFP
92
Envision Financial Planning
Tennessee
$13.9M 410,813 +10,305 +3%
CAM
93
CPA Asset Management
Florida
$13.5M 398,448 -4,924 -1%
WFA
94
Websterrogers Financial Advisors
South Carolina
$13.4M 396,566 -4,576 -1%
WFA
95
West Financial Advisors
Iowa
$13.3M 393,846 -5,131 -1%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$13M 385,317 +159 +0%
ICM
97
Intrepid Capital Management
Florida
$13M 384,237 +57,826 +18%
AF
98
Advisornet Financial
Minnesota
$12.8M 379,979 +379,024 +39,688%
PA
99
Pinnacle Associates
New York
$12.6M 372,785 -13,777 -4%
PWMAG
100
Pinnacle Wealth Management Advisory Group
New Jersey
$12.6M 372,785 – –
2 3
4
5 6