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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

311 hedge funds and large institutions have $6.84B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 175 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+26
Holders Change %
+9.12%
% of All Funds
4.5%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
49
Increased
175
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.28B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$79.2M
4
PFA
4
Pure Financial Advisors
California
$158M
5
WA
5
Wealthstream Advisors
New York
$31.1M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$27M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$73.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SW
4
Simplicity Wealth
New Jersey
$3.04M
5
TWD
5
True Wealth Design
Ohio
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
126
Two Sigma Investments
New York
$5.91M +$5.47M +160,600 +1,235%
AFG
127
Altiora Financial Group
Ohio
$5.57M +$3.06M +89,921 +122%
WMG
128
WESCAP Management Group
California
$5.15M +$1.41M +41,424 +38%
EWA
129
EverSource Wealth Advisors
Alabama
$5.07M +$389K +11,422 +8%
SC
130
Savant Capital
Illinois
$4.89M +$4.89M +143,636 New
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$4.75M +$57K +1,673 +1%
SFM
132
Signet Financial Management
New Jersey
$4.58M +$12.6K +369 +0.3%
WW
133
Waterfront Wealth
Kansas
$4.45M -$169K -4,927 -4%
IWC
134
Integrated Wealth Concepts
Massachusetts
$4.24M -$18.4K -540 -0.4%
CG
135
Caprock Group
Idaho
$3.87M +$1.84M +53,996 +90%
Morgan Stanley
136
Morgan Stanley
New York
$3.74M -$471K -13,831 -11%
TI
137
tru Independence
Oregon
$3.73M +$258K +7,558 +7%
HSG
138
Helen Stephens Group
Texas
$3.66M -$270K -7,928 -7%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$3.56M +$67.3K +1,974 +2%
LSA
140
L & S Advisors
California
$3.54M -$139K -4,091 -4%
SCM
141
Sollinda Capital Management
Florida
$3.53M +$38.5K +1,130 +1%
TIM
142
Tortoise Investment Management
New York
$3.28M +$83.5K +2,452 +3%
BPWM
143
Black Point Wealth Management
Florida
$3.28M +$369K +10,834 +13%
PAG
144
Private Advisor Group
New Jersey
$3.27M +$784K +23,010 +32%
IAG
145
Investmark Advisory Group
Connecticut
$3.1M +$15.6K +459 +0.5%
KWM
146
Kingsview Wealth Management
Oregon
$3.06M +$355K +10,432 +13%
SW
147
Simplicity Wealth
New Jersey
$3.04M -$6.36M -186,595 -68%
FFA
148
Farther Finance Advisors
California
$3.04M +$2.01M +58,908 +195%
GAM
149
GEM Asset Management
Michigan
$2.83M +$716K +21,133 +34%
Truist Financial
150
Truist Financial
North Carolina
$2.79M +$451K +13,249 +19%
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