DUHP icon

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 %
CCM
151
Carlson Capital Management
Minnesota
$2.75M -$391K -11,490 -12%
CIAS
152
Capital Investment Advisory Services
North Carolina
$2.74M -$103K -3,034 -4%
TWCA
153
Two West Capital Advisors
Kansas
$2.59M +$125K +3,676 +5%
MSFS
154
Main Street Financial Solutions
Pennsylvania
$2.57M -$6.85K -201 -0.3%
V
155
ViaWealth
Kansas
$2.55M -$113K -3,329 -4%
PA
156
PFG Advisors
Arizona
$2.48M +$122K +3,587 +5%
EFA
157
Edge Financial Advisors
Illinois
$2.44M +$2.44M +71,561 New
MML Investors Services
158
MML Investors Services
Massachusetts
$2.4M +$66.1K +1,941 +3%
RIM
159
RW Investment Management
Idaho
$2.39M +$2.39M +70,125 New
CFO
160
CVA Family Office
Colorado
$2.34M +$214K +6,286 +10%
SWG
161
Summit Wealth Group
Vermont
$2.14M +$2.14M +62,865 New
SC
162
Schubert & Co
Texas
$2.08M +$75.2K +2,207 +4%
FWP
163
Firethorn Wealth Partners
Georgia
$2.07M -$115K -3,374 -5%
CW
164
CreativeOne Wealth
Kansas
$2M +$2M +58,704 New
HI
165
Harbour Investments
Wisconsin
$1.98M +$1.43M +41,939 +261%
EAM
166
Evanson Asset Management
California
$1.97M +$502K +14,743 +34%
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$1.94M +$95.4K +2,801 +5%
MWM
168
Mattern Wealth Management
Kansas
$1.94M +$222K +6,518 +13%
SAG
169
SageView Advisory Group
California
$1.93M -$23.8K -700 -1%
Creative Planning
170
Creative Planning
Kansas
$1.91M -$269K -7,900 -12%
RSWA
171
Robinson Smith Wealth Advisors
Maine
$1.89M +$201K +5,902 +12%
AC
172
Apella Capital
Connecticut
$1.86M +$68 +2 +0%
GLA
173
Good Life Advisors
Pennsylvania
$1.84M +$71.9K +2,111 +4%
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$1.68M +$54K +1,586 +3%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$1.66M -$307K -9,012 -16%
5 6
7
8 9