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Dimensional US High Profitability ETF

431 hedge funds and large institutions have $8.49B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 238 increasing their positions, 99 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 11

140% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 99

15% more capital invested

Capital invested by funds: $7.37B → $8.49B (+$1.12B)

10% more funds holding

Funds holding: 393431 (+38)

9% more funds holding in top 10

Funds holding in top 10: 8795 (+8)

0.6% more ownership

Funds ownership: 97.83%98.43% (+0.6%)

Holders
431
Holders Change
+38
Holders Change %
+9.67%
% of All Funds
5.67%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
1.25%
New
57
Increased
238
Reduced
99
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
Oceanside Advisors
South Carolina
$19.1M +$76.6K +2,293 +0.4%
AFA
77
Arlington Financial Advisors
California
$19.1M +$1.8M +54,037 +11%
PFG
78
Premier Financial Group
California
$18.8M +$17.2M +513,705 New
OCG
79
Opus Capital Group
Ohio
$18.6M -$192K -5,740 -1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$18.4M +$5.23M +156,596 +43%
HI
81
Horizon Investments
North Carolina
$18.2M +$1.4M +42,036 +9%
FFS
82
Founders Financial Securities
Maryland
$18.2M +$1.26M +37,691 +8%
SSC
83
Syverson Strege & Co
Iowa
$18.1M +$504K +15,106 +3%
MSWM
84
Master's Wealth Management
Pennsylvania
$18M +$842K +25,207 +5%
KA
85
Kooman & Associates
Pennsylvania
$17.8M +$222K +6,651 +1%
GCM
86
G2 Capital Management
Ohio
$17.6M +$12.4M +372,828 +305%
IWC
87
Integrated Wealth Concepts
Massachusetts
$17.5M +$442K +13,224 +3%
LFS
88
Lutz Financial Services
Nebraska
$17.3M -$363K -10,863 -2%
WWA
89
WCG Wealth Advisors
Nevada
$17.3M +$1.18M +35,194 +8%
MHB
90
Midwest Heritage Bank
Iowa
$17.2M +$897K +26,863 +6%
Stifel Financial
91
Stifel Financial
Missouri
$17M -$429K -12,841 -3%
FWM
92
Fortress Wealth Management
California
$16.8M -$630K -18,869 -4%
M
93
MATAURO
New York
$16.7M -$837K -25,068 -5%
LPL Financial
94
LPL Financial
California
$16.6M +$2.41M +72,318 +18%
APC
95
Asset Planning Corporation
Tennessee
$16.5M +$15.5M +464,628 New
SWM
96
Sterling Wealth Management
Illinois
$16.3M +$15.3M +457,606 New
MWA
97
Mills Wealth Advisors
Texas
$16.1M +$4.4M +131,902 +41%
LFGO
98
Legacy Financial Group (Oklahoma)
Oklahoma
$15.9M +$400K +11,995 +3%
TCM
99
Tassel Capital Management
North Carolina
$15.8M +$4.47K +134 +0%
RFP
100
Root Financial Partners
California
$15.6M +$7.58M +227,081 +107%

DUHP Hedge Fund Activity: Q2 2025 in Review

431 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2025, worth a combined $8.49B — up 15% from $7.37B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DUHP positions and 11 closed out — a net gain of 46 holders — while 238 added to existing stakes and 99 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $234M. The largest seller was Christopher J. Hasenberg, cutting an estimated $28.2M.

  • 431 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q2 2025, up from 393 in Q1 2025.
  • Funds reported $8.49B of Dimensional US High Profitability ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 57 funds opened new Dimensional US High Profitability ETF positions in Q2 2025 and 11 closed out, a net change of +46 holders.
  • The largest Dimensional US High Profitability ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $234M added.
  • The largest Dimensional US High Profitability ETF seller in Q2 2025 was Christopher J. Hasenberg, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.