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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

375 hedge funds and large institutions have $7.18B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 78 reducing their positions, and 12 closing their positions.

Holders
375
Holders Change
+64
Holders Change %
+20.58%
% of All Funds
4.99%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.13%
New
83
Increased
178
Reduced
78
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$54.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.29B
3
PFA
3
Pure Financial Advisors
California
$185M
4
UWM
4
United Wealth Management
Virginia
$22M
5
TFO
5
Timonier Family Office
North Carolina
$22M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.21B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$53.7M
3
KAS
3
Kestra Advisory Services
Texas
$6.04M
4
B
4
BetterWealth
California
$11.7M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$8.2M 242,613 +42,541 +21%
BOC
127
Blue Oak Capital
California
$8.12M 240,321 +240,321 New
FWP
128
Family Wealth Partners
North Carolina
$8.09M 239,486 +39,769 +20%
CWA
129
CogentBlue Wealth Advisors
Tennessee
$7.61M 225,075 +225,075 New
SOWAS
130
Silver Oak Wealth Advisors Services
California
$7.47M 221,084 +221,084 New
CPA
131
Cardiff Park Advisors
California
$7.2M 213,030 +294 +0.1%
WIM
132
Waycross Investment Management
Washington
$6.9M 204,337 -44,233 -18%
FFG
133
Fiduciary Financial Group
California
$6.8M 202,834 +4,937 +2%
SFS
134
Security Financial Services
Indiana
$6.57M 194,395 -874 -0.4%
Morgan Stanley
135
Morgan Stanley
New York
$6.53M 193,343 +83,458 +76%
CWG
136
Crown Wealth Group
North Carolina
$6.53M 193,203 -31,148 -14%
VF
137
Vestment Financial
Minnesota
$6.51M 192,346 +192,346 New
WANY
138
Wealthspire Advisors (New York)
New York
$6.28M 185,826 -191,560 -51%
FWMP
139
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.23M 184,344 +184,344 New
SPA
140
Shore Point Advisors
New Jersey
$6.11M 180,862 +172,399 +2,037%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$6.05M 179,140 +39,661 +28%
KAS
142
Kestra Advisory Services
Texas
$6.04M 178,756 -480,122 -73%
KRW
143
Kaufman Rossin Wealth
Florida
$5.94M 175,935 +175,935 New
EWA
144
EverSource Wealth Advisors
Alabama
$5.94M 175,791 +26,939 +18%
T
145
Tableaux
Massachusetts
$5.57M 164,824 +164,824 New
AFG
146
Altiora Financial Group
Ohio
$5.55M 164,308 +679 +0.4%
AA
147
ArborFi Advisors
Michigan
$5.26M 155,797 +155,797 New
IDA
148
Intelligence Driven Advisers
California
$5.25M 155,374 -50,978 -25%
BGWM
149
Bridge Generations Wealth Management
Florida
$4.76M 140,855 +140,855 New
SC
150
Savant Capital
Illinois
$4.73M 139,852 -3,784 -3%
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