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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

285 hedge funds and large institutions have $5.64B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
285
Holders Change
+30
Holders Change %
+11.76%
% of All Funds
4.15%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
0.87%
New
44
Increased
167
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$920M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$941M
3
FG
3
Foster Group
Iowa
$65.4M
4
BHWM
4
Beaird Harris Wealth Management
Texas
$34M
5
PFA
5
Pure Financial Advisors
California
$110M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
FFM
2
Forum Financial Management
Illinois
$214M
3
AWM
3
Aprio Wealth Management
Georgia
$71.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$59.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
101
Financial Engines Advisors
California
$8.86M 276,867 -3,230 -1%
SW
102
Simplicity Wealth
New Jersey
$8.82M 275,862 +275,862 New
RA
103
RFG Advisory
Alabama
$8.76M 273,900 +2,055 +0.8%
AHL
104
Abel Hall LLC
Louisiana
$8.31M 259,707 +14,622 +6%
LPL Financial
105
LPL Financial
California
$7.99M 249,734 +87,392 +54%
AWM
106
Avondale Wealth Management
Texas
$7.7M 240,716 +8,559 +4%
IDA
107
Intelligence Driven Advisers
California
$7.6M 237,728 -18,362 -7%
RFP
108
RCS Financial Planning
Maryland
$7.59M 237,264 +48,091 +25%
WIM
109
Waycross Investment Management
Washington
$7.57M 236,633 +4,986 +2%
MWA
110
Mills Wealth Advisors
Texas
$7.27M 227,306 +23,355 +11%
Osaic Holdings
111
Osaic Holdings
Arizona
$7.24M 226,431 +93,910 +71%
MHB
112
Midwest Heritage Bank
Iowa
$7.21M 225,495 +12,815 +6%
WAM
113
Weinberger Asset Management
California
$7.09M 221,616 +5,893 +3%
CPA
114
Cardiff Park Advisors
California
$6.8M 212,719 +19 +0%
CWG
115
Crown Wealth Group
North Carolina
$6.45M 201,701 -29,262 -13%
FWP
116
Family Wealth Partners
North Carolina
$6.26M 195,838 +24,666 +14%
EH
117
Equitable Holdings
New York
$6.22M 194,339 +43,129 +29%
FFG
118
Fiduciary Financial Group
California
$5.81M 174,760 +174,760 New
SFS
119
Security Financial Services
Indiana
$5.71M 178,535 +178,535 New
WWP
120
Walden Wealth Partners
Ohio
$5.58M 174,403 +1,720 +1%
AWA
121
Arkadios Wealth Advisors
Georgia
$5.3M 165,790 +165,790 New
CA
122
Claris Advisors
Missouri
$5.12M 160,197 -5,917 -4%
EFP
123
Envision Financial Planning
Tennessee
$4.91M 153,541 +21,610 +16%
EWA
124
EverSource Wealth Advisors
Alabama
$4.47M 137,430 +42,376 +45%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$4.41M 137,806 +12,799 +10%
3 4
5
6 7