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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.

New
Increased
Maintained
Reduced
Closed
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 %
MML Investors Services
151
MML Investors Services
Massachusetts
$2.19M +$115K +3,590 +6%
FWP
152
Firethorn Wealth Partners
Georgia
$2.05M +$251K +7,852 +14%
Creative Planning
153
Creative Planning
Kansas
$2.04M +$466K +14,568 +30%
GAM
154
GEM Asset Management
Michigan
$2M +$301K +9,404 +18%
CFO
155
CVA Family Office
Colorado
$2M +$343K +10,724 +21%
BTI
156
Blue Trust Inc
Georgia
$1.99M – – –
CG
157
Caprock Group
Idaho
$1.91M +$206K +6,455 +12%
SC
158
Schubert & Co
Texas
$1.86M – – –
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$1.85M +$436K +13,625 +31%
SAG
160
SageView Advisory Group
California
$1.83M -$20.7K -646 -1%
AC
161
Apella Capital
Connecticut
$1.78M +$1.78M +54,922 New
GJIA
162
Glass Jacobson Investment Advisors
Maryland
$1.73M +$493K +15,413 +40%
Renaissance Technologies
163
Renaissance Technologies
New York
$1.7M -$2.02M -63,200 -54%
AAM
164
Austin Asset Management
Texas
$1.67M +$1.67M +52,156 New
GLA
165
Good Life Advisors
Pennsylvania
$1.66M +$132K +4,141 +9%
MWM
166
Mattern Wealth Management
Kansas
$1.61M +$1.61M +50,286 New
RSWA
167
Robinson Smith Wealth Advisors
Maine
$1.59M +$133K +4,146 +9%
AIS
168
American Investment Services
Massachusetts
$1.56M -$204K -6,379 -12%
JTWM
169
Jackson Thornton Wealth Management
Alabama
$1.55M +$1.31M +40,931 +534%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$1.52M +$484K +15,123 +47%
BAWC
171
Boyce & Associates Wealth Consulting
Texas
$1.45M +$318K +9,943 +28%
EAM
172
Evanson Asset Management
California
$1.38M +$773K +24,153 +128%
ALWM
173
Andrews Lucia Wealth Management
California
$1.36M – – –
BCI
174
Brinker Capital Investments
Pennsylvania
$1.22M +$360K +11,266 +42%
OPS
175
Orion Portfolio Solutions
Nebraska
$1.22M +$360K +11,266 +42%
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