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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$278M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.6M
3
AC
Apella Capital
Connecticut
+$28.6M
4
PFA
Pure Financial Advisors
California
+$22.1M
5
Mariner
Mariner
Kansas
+$20.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$766M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$106M
3
FIS
Fischer Investment Strategies
California
-$9.66M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$9.35M
5
FH
Financial Harvest
Florida
-$8.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
176
HMV Wealth Advisors
Louisiana
$3.33M +$2.58M +77,815 +343%
DI
177
Disciplined Investments
Oklahoma
$3.29M +$1.77M +53,425 +117%
EAM
178
Evanson Asset Management
California
$3.28M +$1.06M +31,938 +48%
GAM
179
GEM Asset Management
Michigan
$3.27M +$322K +9,717 +11%
CIAS
180
Capital Investment Advisory Services
North Carolina
$3.21M +$566K +17,089 +21%
LSA
181
L & S Advisors
California
$3.19M -$128K -3,873 -4%
BWIA
182
Bryant Woods Investment Advisors
New York
$3.12M +$2.58M +77,965 +485%
JTWM
183
Jackson Thornton Wealth Management
Alabama
$3.1M +$888K +28,323 +40%
IAG
184
Investmark Advisory Group
Connecticut
$3.07M +$35.1K +1,058 +1%
TCA
185
Transcend Capital Advisors
New Jersey
$3.01M +$3.01M +90,759 New
Creative Planning
186
Creative Planning
Kansas
$2.96M +$131K +3,963 +5%
AWM
187
Axxcess Wealth Management
California
$2.79M +$2.79M +84,129 New
PA
188
PFG Advisors
Arizona
$2.76M +$204K +6,152 +8%
SW
189
Simplicity Wealth
New Jersey
$2.73M +$2.73M +82,383 New
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$2.7M -$791K -23,865 -23%
WCM
191
Warburton Capital Management
Oklahoma
$2.67M +$425K +12,828 +19%
TWCA
192
Two West Capital Advisors
Kansas
$2.66M +$128K +4,104 +5%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$2.57M -$54.7K -1,651 -2%
RSWA
194
Robinson Smith Wealth Advisors
Maine
$2.54M +$195K +5,870 +8%
SWG
195
Summit Wealth Group
Vermont
$2.46M +$211K +6,356 +9%
TC
196
TownSquare Capital
Utah
$2.43M -$374K -11,293 -13%
Truist Financial
197
Truist Financial
North Carolina
$2.43M +$149K +4,508 +7%
EWM
198
Empirical Wealth Management
Washington
$2.43M +$2.43M +73,282 New
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$2.39M +$587K +17,703 +33%
V
200
ViaWealth
Kansas
$2.37M -$8.82K -266 -0.4%
6 7
8
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