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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$249M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53.6M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$41.8M
5
FC
Financial Consulate
Maryland
+$34.8M

Top Sellers

1
CJH
Christopher J. Hasenberg
Wisconsin
-$30M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.3M
3
UWPG
Ullmann Wealth Partners Group
Florida
-$12.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$9.86M
5
SIS
Strategic Investment Solutions
Illinois
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
76
Arlington Financial Advisors
California
$19.1M +$1.92M +54,037 +11%
PFG
77
Premier Financial Group
California
$18.8M +$18.8M +513,705 New
OCG
78
Opus Capital Group
Ohio
$18.6M -$204K -5,740 -1%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$18.4M +$5.57M +156,596 +43%
HI
80
Horizon Investments
North Carolina
$18.2M +$1.49M +42,036 +9%
FFS
81
Founders Financial Securities
Maryland
$18.2M +$1.34M +37,691 +8%
SSC
82
Syverson Strege & Co
Iowa
$18.1M +$537K +15,106 +3%
MSWM
83
Master's Wealth Management
Pennsylvania
$18M +$896K +25,207 +5%
KA
84
Kooman & Associates
Pennsylvania
$17.8M +$237K +6,651 +1%
GCM
85
G2 Capital Management
Ohio
$17.6M +$13.3M +372,828 +305%
IWC
86
Integrated Wealth Concepts
Massachusetts
$17.5M +$470K +13,224 +3%
LFS
87
Lutz Financial Services
Nebraska
$17.3M -$386K -10,863 -2%
WWA
88
WCG Wealth Advisors
Nevada
$17.3M +$1.25M +35,194 +8%
MHB
89
Midwest Heritage Bank
Iowa
$17.2M +$955K +26,863 +6%
Stifel Financial
90
Stifel Financial
Missouri
$17M -$457K -12,841 -3%
FWM
91
Fortress Wealth Management
California
$16.8M -$671K -18,869 -4%
M
92
MATAURO
New York
$16.7M -$891K -25,068 -5%
LPL Financial
93
LPL Financial
California
$16.6M +$2.57M +72,318 +18%
APC
94
Asset Planning Corporation
Tennessee
$16.5M +$16.5M +464,628 New
SWM
95
Sterling Wealth Management
Illinois
$16.3M +$16.3M +457,606 New
MWA
96
Mills Wealth Advisors
Texas
$16.1M +$4.69M +131,902 +41%
LFGO
97
Legacy Financial Group (Oklahoma)
Oklahoma
$15.9M +$427K +11,995 +3%
TCM
98
Tassel Capital Management
North Carolina
$15.8M +$4.77K +134 +0%
RFP
99
Root Financial Partners
California
$15.6M +$8.08M +227,081 +107%
HIA
100
HFM Investment Advisors
New Jersey
$15.5M +$15.5M +435,180 New
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4
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