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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

255 hedge funds and large institutions have $5B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.7%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
37
Increased
148
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$832M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$811M
3
UBS Group
UBS Group
Switzerland
$51.6M
4
BSW
Buckingham Strategic Wealth
Missouri
$58.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.4M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
$3.03M
2
AWM
AE Wealth Management
Kansas
$15.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
$77.7M
4
FFS
Founders Financial Securities
Maryland
$12.6M
5
HI
Horizon Investments
North Carolina
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Carlson Capital Management
Minnesota
$3.03M -$44.4M -1,403,179 -94%
EWA
127
EverSource Wealth Advisors
Alabama
$2.86M +$1.14M +37,905 +66%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$2.83M +$26.8K +847 +1%
TIM
129
Tortoise Investment Management
New York
$2.82M +$120K +3,787 +4%
TI
130
tru Independence
Oregon
$2.79M +$2.79M +88,354 New
IAG
131
Investmark Advisory Group
Connecticut
$2.76M +$77.1K +2,440 +3%
SFM
132
Signet Financial Management
New Jersey
$2.64M +$60.7K +1,921 +2%
V
133
ViaWealth
Kansas
$2.61M +$309K +9,773 +13%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$2.3M +$104K +3,289 +5%
WMG
135
WESCAP Management Group
California
$2.29M +$2.29M +72,296 New
KS
136
Karpas Strategies
Connecticut
$2.22M +$604K +19,097 +37%
PA
137
PFG Advisors
Arizona
$2.09M +$88.7K +2,806 +4%
MML Investors Services
138
MML Investors Services
Massachusetts
$2.05M +$227K +7,188 +12%
BTI
139
Blue Trust Inc
Georgia
$1.99M +$535K +16,938 +37%
PAG
140
Private Advisor Group
New Jersey
$1.96M +$526K +16,655 +37%
SC
141
Schubert & Co
Texas
$1.86M +$69K +2,184 +4%
SAG
142
SageView Advisory Group
California
$1.83M -$55K -1,739 -3%
FWP
143
Firethorn Wealth Partners
Georgia
$1.78M +$600K +18,987 +51%
PW
144
Peninsula Wealth
California
$1.77M +$35.8K +1,134 +2%
Truist Financial
145
Truist Financial
North Carolina
$1.75M -$105K -3,330 -6%
Citadel Advisors
146
Citadel Advisors
Florida
$1.75M -$245K -7,758 -12%
AIS
147
American Investment Services
Massachusetts
$1.74M +$121K +3,829 +7%
CG
148
Caprock Group
Idaho
$1.68M +$13.8K +437 +0.8%
CFO
149
CVA Family Office
Colorado
$1.64M +$573K +18,123 +54%
SCM
150
Sollinda Capital Management
Florida
$1.63M +$1.63M +51,461 New
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