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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 Holding Trade Value Shares
Change 		Shares
Change %
WW
126
Waterfront Wealth
Kansas
$4.31M -$197K -6,148 -4%
SFM
127
Signet Financial Management
New Jersey
$4.29M +$1.62M +50,561 +60%
IWC
128
Integrated Wealth Concepts
Massachusetts
$4M +$12.6K +393 +0.3%
Morgan Stanley
129
Morgan Stanley
New York
$3.96M -$3.45M -107,802 -47%
HSG
130
Helen Stephens Group
Texas
$3.69M +$7.36K +230 +0.2%
WMG
131
WESCAP Management Group
California
$3.51M +$1.2M +37,526 +52%
LSA
132
L & S Advisors
California
$3.46M +$19.6K +612 +0.6%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$3.28M +$416K +13,007 +15%
SCM
134
Sollinda Capital Management
Florida
$3.28M +$1.63M +51,013 +99%
TI
135
tru Independence
Oregon
$3.26M +$434K +13,553 +15%
KS
136
Karpas Strategies
Connecticut
$3.15M +$896K +28,001 +40%
TIM
137
Tortoise Investment Management
New York
$3.01M +$156K +4,882 +5%
CCM
138
Carlson Capital Management
Minnesota
$2.95M -$120K -3,766 -4%
IAG
139
Investmark Advisory Group
Connecticut
$2.89M +$94.9K +2,967 +3%
BPWM
140
Black Point Wealth Management
Florida
$2.73M +$2.73M +85,345 New
CIAS
141
Capital Investment Advisory Services
North Carolina
$2.67M +$1.05M +32,680 +64%
KWM
142
Kingsview Wealth Management
Oregon
$2.54M -$1.09M -34,171 -30%
V
143
ViaWealth
Kansas
$2.5M -$138K -4,310 -5%
MSFS
144
Main Street Financial Solutions
Pennsylvania
$2.42M +$87.2K +2,726 +4%
AFG
145
Altiora Financial Group
Ohio
$2.36M +$1.25M +38,958 +112%
PAG
146
Private Advisor Group
New Jersey
$2.33M +$343K +10,709 +17%
TWCA
147
Two West Capital Advisors
Kansas
$2.31M +$2.31M +72,312 New
SWM
148
Sterling Wealth Management
Illinois
$2.22M +$2.22M +69,545 New
PA
149
PFG Advisors
Arizona
$2.21M +$96.7K +3,024 +5%
Truist Financial
150
Truist Financial
North Carolina
$2.2M +$429K +13,406 +24%
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