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Dimensional US High Profitability ETF
DUHP

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 54 → 62 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257 → 288 (+31)

0.95% less ownership

Funds ownership: 99.59% → 98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$118M
3
FG
Foster Group
Iowa
+$63.2M
4
BHWM
Beaird Harris Wealth Management
Texas
+$33.1M
5
PFA
Pure Financial Advisors
California
+$31.8M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$19M
2
FFM
Forum Financial Management
Illinois
-$12.3M
3
AWM
Aprio Wealth Management
Georgia
-$6.86M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$3.8M
5
LNC
Lincoln National Corp
Pennsylvania
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$4.41M +$398K +12,799 +10%
WW
127
Waterfront Wealth
Kansas
$4.31M -$191K -6,148 -4%
SFM
128
Signet Financial Management
New Jersey
$4.29M +$1.57M +50,561 +60%
IWC
129
Integrated Wealth Concepts
Massachusetts
$4M +$12.2K +393 +0.3%
Morgan Stanley
130
Morgan Stanley
New York
$3.96M -$3.35M -107,802 -47%
HSG
131
Helen Stephens Group
Texas
$3.69M +$7.15K +230 +0.2%
WMG
132
WESCAP Management Group
California
$3.51M +$1.17M +37,526 +52%
LSA
133
L & S Advisors
California
$3.46M +$19K +612 +0.6%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$3.28M +$404K +13,007 +15%
SCM
135
Sollinda Capital Management
Florida
$3.28M +$1.59M +51,013 +99%
TI
136
tru Independence
Oregon
$3.26M +$421K +13,553 +15%
KS
137
Karpas Strategies
Connecticut
$3.15M +$870K +28,001 +40%
TIM
138
Tortoise Investment Management
New York
$3.01M +$152K +4,882 +5%
CCM
139
Carlson Capital Management
Minnesota
$2.95M -$117K -3,766 -4%
IAG
140
Investmark Advisory Group
Connecticut
$2.89M +$92.2K +2,967 +3%
BPWM
141
Black Point Wealth Management
Florida
$2.73M +$2.65M +85,345 New
CIAS
142
Capital Investment Advisory Services
North Carolina
$2.67M +$1.02M +32,680 +64%
KWM
143
Kingsview Wealth Management
Oregon
$2.54M -$1.06M -34,171 -30%
V
144
ViaWealth
Kansas
$2.5M -$134K -4,310 -5%
MSFS
145
Main Street Financial Solutions
Pennsylvania
$2.42M +$84.7K +2,726 +4%
AFG
146
Altiora Financial Group
Ohio
$2.36M +$1.21M +38,958 +112%
PAG
147
Private Advisor Group
New Jersey
$2.33M +$333K +10,709 +17%
TWCA
148
Two West Capital Advisors
Kansas
$2.31M +$2.25M +72,312 New
SWM
149
Sterling Wealth Management
Illinois
$2.22M +$2.16M +69,545 New
PA
150
PFG Advisors
Arizona
$2.21M +$94K +3,024 +5%
4 5
6
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