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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

375 hedge funds and large institutions have $7.18B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+64
Holders Change %
+20.58%
% of All Funds
4.99%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.13%
New
83
Increased
178
Reduced
78
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B
2
PFA
2
Pure Financial Advisors
California
$185M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$93M
4
AG
4
AlTi Global
New York
$42.6M
5
RIM
5
RW Investment Management
Idaho
$20.2M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.21B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$53.7M
3
KAS
3
Kestra Advisory Services
Texas
$6.04M
4
B
4
BetterWealth
California
$11.7M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
201
Tru Independence Asset Management 2
Oregon
$1.73M +$1.14M +33,674 +193%
NWM
202
Northwest Wealth Management
Iowa
$1.67M +$745K +22,059 +81%
NL
203
NWAM LLC
Washington
$1.64M +$62.7K +1,855 +4%
AIS
204
American Investment Services
Massachusetts
$1.57M – – –
CTWM
205
Cherry Tree Wealth Management
Minnesota
$1.56M +$217K +6,414 +16%
AWMNH
206
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.55M +$290K +8,585 +23%
DI
207
Disciplined Investments
Oklahoma
$1.55M +$242K +7,147 +18%
Jane Street
208
Jane Street
New York
$1.5M +$513K +15,195 +52%
FCP
209
Fidelis Capital Partners
Florida
$1.46M +$468K +13,473 +47%
FF
210
Friday Financial
Iowa
$1.46M +$1.46M +43,221 New
CWM
211
Cherrydale Wealth Management
New Jersey
$1.4M +$296K +8,774 +27%
ALWM
212
Andrews Lucia Wealth Management
California
$1.4M -$46.5K -1,365 -3%
ACP
213
Argyle Capital Partners
California
$1.38M +$1.38M +40,894 New
AWM
214
Avondale Wealth Management
Texas
$1.36M -$6.98M -206,669 -84%
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$1.34M -$324K -9,590 -19%
GFM
216
GEN Financial Management
Minnesota
$1.33M +$1.33M +39,291 New
RCAG
217
Rehmann Capital Advisory Group
Michigan
$1.3M +$116K +3,441 +10%
PW
218
Peninsula Wealth
California
$1.26M +$20.8K +615 +2%
KF
219
K2 Financial
California
$1.25M +$1.25M +37,135 New
OPS
220
Orion Portfolio Solutions
Nebraska
$1.24M +$118K +3,493 +11%
BCI
221
Brinker Capital Investments
Pennsylvania
$1.24M +$118K +3,493 +11%
AWA
222
Acorn Wealth Advisors
Michigan
$1.23M +$1.23M +36,355 New
MWM
223
Mattern Wealth Management
Kansas
$1.21M -$708K -20,960 -37%
CMP
224
Coston McIsaac & Partners
Maine
$1.2M +$1.18M +35,000 +5,863%
P
225
&Partners
Tennessee
$1.17M -$53.4K -1,569 -4%
7 8
9
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