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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

235 hedge funds and large institutions have $3.91B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
3.45%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
49
Increased
131
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$553M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$566M
3
AA
3
Alesco Advisors
New York
$66.2M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$77.4M
5
FIM
5
Freedom Investment Management
Connecticut
$32.5M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$13.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.05M
3
VA
3
Verdad Advisers
Massachusetts
$0
4
CCA
4
Catalyst Capital Advisors
New York
$29.8M
5
MRC
5
Millburn Ridgefield Corp
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
126
Investmark Advisory Group
Connecticut
$2.43M +$110K +3,856 +5%
SFM
127
Signet Financial Management
New Jersey
$2.34M -$60.9K -2,129 -3%
EH
128
Equitable Holdings
New York
$2.31M +$1.27M +44,563 +123%
WP
129
WealthSource Partners
California
$2.16M -$42.2K -1,475 -2%
V
130
ViaWealth
Kansas
$2.08M +$2.08M +72,639 New
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$2.05M +$1.1M +38,602 +117%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$1.99M +$197K +6,869 +11%
GLA
133
Good Life Advisors
Pennsylvania
$1.85M +$1.09M +38,072 +143%
PA
134
PFG Advisors
Arizona
$1.81M +$175K +6,102 +11%
Citadel Advisors
135
Citadel Advisors
Florida
$1.8M -$538K -18,799 -23%
SAG
136
SageView Advisory Group
California
$1.76M -$29.3K -991 -2%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$1.73M +$1.73M +60,525 New
Truist Financial
138
Truist Financial
North Carolina
$1.68M +$262K +9,145 +18%
MML Investors Services
139
MML Investors Services
Massachusetts
$1.65M -$5.44K -190 -0.3%
EWA
140
EverSource Wealth Advisors
Alabama
$1.64M +$1.11M +38,702 +210%
SC
141
Schubert & Co
Texas
$1.62M +$78.8K +2,755 +5%
PW
142
Peninsula Wealth
California
$1.57M -$208K -7,256 -12%
GAM
143
GEM Asset Management
Michigan
$1.56M +$78.8K +2,755 +5%
RSWM
144
Robertson Stephens Wealth Management
California
$1.52M +$22.6K +790 +2%
CG
145
Caprock Group
Idaho
$1.51M +$1.52K +53 +0.1%
KS
146
Karpas Strategies
Connecticut
$1.47M +$1.47M +51,283 New
AIS
147
American Investment Services
Massachusetts
$1.47M +$3.61K +126 +0.2%
Creative Planning
148
Creative Planning
Kansas
$1.42M -$46.8K -1,635 -3%
NL
149
NWAM LLC
Washington
$1.3M -$31.3K -1,095 -2%
PAG
150
Private Advisor Group
New Jersey
$1.3M +$604K +21,111 +87%
4 5
6
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