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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

161 hedge funds and large institutions have $1.87B invested in Dimensional US High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
2.58%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.53%
New
44
Increased
95
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$160M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M
3
QA
Quantitative Advantage
Minnesota
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$54.5M
5
BFG
Bouchey Financial Group
New York
$21.9M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$58.4M
2
AP
Adero Partners
California
$162M
3
Jane Street
Jane Street
New York
$2.73M
4
RW
REDW Wealth
New Mexico
$4.79M
5
NL
NWAM LLC
Washington
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$412K +$412K +16,389 New
MA
127
Mutual Advisors
Nebraska
$374K +$374K +14,875 New
RCAG
128
Rehmann Capital Advisory Group
Michigan
$365K +$83.8K +3,334 +30%
2L
129
25 LLC
Missouri
$362K +$362K +14,523 New
1WM
130
1900 Wealth Management
Texas
$348K – – –
AC
131
AWM Capital
Arizona
$333K +$333K +13,247 New
DI
132
Disciplined Investments
Oklahoma
$332K +$279K +11,090 +520%
IFA
133
Index Fund Advisors
California
$294K +$294K +11,694 New
PFM
134
Phillips Financial Management
Indiana
$288K +$288K +11,446 New
RIM
135
Rockbridge Investment Management
New York
$273K – – –
EAM
136
Evanson Asset Management
California
$254K +$35.9K +1,426 +16%
CW
137
CreativeOne Wealth
Kansas
$252K +$252K +10,044 New
BOSSRA
138
B.O.S.S. Retirement Advisors
Utah
$250K +$32.1K +1,278 +15%
FCM
139
Fortis Capital Management
Washington
$247K +$247K +9,822 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$240K +$240K +9,557 New
UBS Group
141
UBS Group
Switzerland
$224K +$132K +5,247 +143%
CA
142
CGN Advisors
Kansas
$214K +$214K +8,494 New
LA
143
Lifeworks Advisors
Michigan
$203K +$203K +8,066 New
Wells Fargo
144
Wells Fargo
California
$187K +$187K +7,437 New
NSG
145
Nalls Sherbakoff Group
Tennessee
$170K +$170K +6,863 New
Bank of America
146
Bank of America
North Carolina
$158K +$158K +6,281 New
AWM
147
Aspire Wealth Management
Massachusetts
$152K +$120K +4,782 +380%
SWM
148
Spire Wealth Management
Virginia
$141K +$124K +4,938 +738%
WP
149
WealthShield Partners
North Carolina
$110K +$110K +4,377 New
CWM
150
CMH Wealth Management
New Hampshire
$102K +$102K +4,059 New
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