We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$3.37M +$148K +4,933 +5%
CCM
127
Carlson Capital Management
Minnesota
$3.03M -$42.1M -1,403,179 -94%
EWA
128
EverSource Wealth Advisors
Alabama
$2.86M +$1.14M +37,905 +66%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$2.83M +$25.4K +847 +1%
TIM
130
Tortoise Investment Management
New York
$2.82M +$114K +3,787 +4%
TI
131
tru Independence
Oregon
$2.79M +$2.65M +88,354 New
IAG
132
Investmark Advisory Group
Connecticut
$2.76M +$73.2K +2,440 +3%
SFM
133
Signet Financial Management
New Jersey
$2.64M +$57.6K +1,921 +2%
V
134
ViaWealth
Kansas
$2.61M +$293K +9,773 +13%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$2.3M +$98.6K +3,289 +5%
WMG
136
WESCAP Management Group
California
$2.29M +$2.17M +72,296 New
KS
137
Karpas Strategies
Connecticut
$2.22M +$573K +19,097 +37%
PA
138
PFG Advisors
Arizona
$2.09M +$84.1K +2,806 +4%
MML Investors Services
139
MML Investors Services
Massachusetts
$2.05M +$215K +7,188 +12%
BTI
140
Blue Trust Inc
Georgia
$1.99M +$508K +16,938 +37%
PAG
141
Private Advisor Group
New Jersey
$1.96M +$499K +16,655 +37%
SC
142
Schubert & Co
Texas
$1.86M +$65.5K +2,184 +4%
SAG
143
SageView Advisory Group
California
$1.83M -$52.1K -1,739 -3%
FWP
144
Firethorn Wealth Partners
Georgia
$1.78M +$569K +18,987 +51%
PW
145
Peninsula Wealth
California
$1.77M +$34K +1,134 +2%
Truist Financial
146
Truist Financial
North Carolina
$1.75M -$99.8K -3,330 -6%
Citadel Advisors
147
Citadel Advisors
Florida
$1.75M -$233K -7,758 -12%
AIS
148
American Investment Services
Massachusetts
$1.74M +$115K +3,829 +7%
CG
149
Caprock Group
Idaho
$1.68M +$13.1K +437 +0.8%
CFO
150
CVA Family Office
Colorado
$1.64M +$543K +18,123 +54%