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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.

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 %
PW
176
Peninsula Wealth
California
$1.19M -$645K -19,653 -35%
AWMNH
177
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.16M +$1.16M +36,249 New
GTAM
178
Global Trust Asset Management
Florida
$1.14M +$20.8K +650 +2%
Betterment LLC
179
Betterment LLC
New York
$1.08M -$259K -8,086 -19%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$1.07M +$59.2K +1,850 +6%
BOSSRA
181
B.O.S.S. Retirement Advisors
Utah
$1.04M +$394K +12,302 +61%
FFA
182
Farther Finance Advisors
California
$964K +$27.7K +866 +3%
BJL
183
Brighton Jones LLC
Washington
$901K +$128 +4 +0%
AWS
184
Atria Wealth Solutions
New York
$843K +$22.4K +700 +3%
IFA
185
Index Fund Advisors
California
$789K +$325K +10,146 +70%
AWM
186
Angeles Wealth Management
California
$750K -$138K -4,321 -16%
AFS
187
Annapolis Financial Services
Maryland
$718K -$29.8K -932 -4%
HKIMG
188
Hutchens & Kramer Investment Management Group
Indiana
$705K -$2.08K -65 -0.3%
MCA
189
Maryland Capital Advisors
Maryland
$705K +$88.9K +2,778 +14%
SHFA
190
SC&H Financial Advisors
Maryland
$691K +$20.2K +633 +3%
EFP
191
EnRich Financial Partners
Wisconsin
$643K +$3.97K +124 +0.6%
2L
192
25 LLC
Missouri
$637K +$93.1K +2,910 +17%
DWM
193
Dopkins Wealth Management
New York
$600K -$11.7K -367 -2%
DI
194
Disciplined Investments
Oklahoma
$599K +$238K +7,441 +66%
QC
195
Quadrature Capital
United Kingdom
$588K +$588K +18,372 New
Cerity Partners
196
Cerity Partners
New York
$588K -$22K -689 -4%
WP
197
Wealthspan Partners
Iowa
$558K +$26.1K +815 +5%
FCP
198
Fidelis Capital Partners
Florida
$558K +$97.8K +3,176 +21%
AL
199
Aspiriant LLC
California
$553K – – –
SWM
200
Spire Wealth Management
Virginia
$531K +$9.12K +285 +2%
6 7
8
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