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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$249M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$73.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53.6M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$41.8M
5
FC
Financial Consulate
Maryland
+$34.8M

Top Sellers

1
CJH
Christopher J. Hasenberg
Wisconsin
-$30M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.3M
3
UWPG
Ullmann Wealth Partners Group
Florida
-$12.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$9.86M
5
SIS
Strategic Investment Solutions
Illinois
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRW
151
Kaufman Rossin Wealth
Florida
$7.12M +$623K +17,522 +10%
CWG
152
Crown Wealth Group
North Carolina
$7.09M +$1.19M +33,472 +20%
PWM
153
Parkshore Wealth Management
California
$7.07M +$1.22M +34,181 +21%
CFO
154
CVA Family Office
Colorado
$6.41M +$182K +5,114 +3%
AA
155
ArborFi Advisors
Michigan
$6.37M +$484K +13,604 +8%
WANY
156
Wealthspire Advisors (New York)
New York
$6.12M -$448K -12,596 -7%
Betterment LLC
157
Betterment LLC
New York
$6.04M +$2.36M +66,255 +64%
KAS
158
Kestra Advisory Services
Texas
$5.97M +$509K +14,306 +9%
VFP
159
Vested Financial Planning
California
$5.93M +$5.93M +166,785 New
BGWM
160
Bridge Generations Wealth Management
Florida
$5.92M +$704K +19,802 +13%
AFG
161
Altiora Financial Group
Ohio
$5.88M -$285K -8,023 -5%
SW
162
Simplicity Wealth
New Jersey
$5.59M +$2.66M +74,865 +91%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$5.54M -$1.53K -43 -0%
SCM
164
Sollinda Capital Management
Florida
$5.44M +$431K +12,117 +9%
SPA
165
Shore Point Advisors
New Jersey
$5.41M -$1.27M -35,742 -19%
IIA
166
Integrity Investment Advisors
Colorado
$5.34M -$5.62K -158 -0.1%
WC
167
Waterloo Capital
Texas
$5.34M +$5.34M +150,129 New
B
168
BetterWealth
California
$5.22M -$85.8K -2,414 -2%
Osaic Holdings
169
Osaic Holdings
Arizona
$5.17M -$9.86M -289,386 -66%
DI
170
Disciplined Investments
Oklahoma
$4.99M +$1.46M +41,119 +41%
WCM
171
Warburton Capital Management
Oklahoma
$4.87M +$1.94M +53,444 +66%
WW
172
Waterfront Wealth
Kansas
$4.8M +$141K +3,968 +3%
IDA
173
Intelligence Driven Advisers
California
$4.76M -$339K -9,530 -7%
KWM
174
Kingsview Wealth Management
Oregon
$4.6M +$22.3K +626 +0.5%
PAG
175
Private Advisor Group
New Jersey
$4.55M +$438K +12,306 +11%
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