We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Daner Wealth Management
Georgia
$1.78M +$1.75M +50,542 New
TIAM2
202
Tru Independence Asset Management 2
Oregon
$1.73M +$1.17M +33,674 +193%
NWM
203
Northwest Wealth Management
Iowa
$1.67M +$763K +22,059 +81%
NL
204
NWAM LLC
Washington
$1.64M +$64.2K +1,855 +4%
AIS
205
American Investment Services
Massachusetts
$1.57M
CTWM
206
Cherry Tree Wealth Management
Minnesota
$1.56M +$222K +6,414 +16%
AWMNH
207
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.55M +$297K +8,585 +23%
DI
208
Disciplined Investments
Oklahoma
$1.55M +$247K +7,147 +18%
Jane Street
209
Jane Street
New York
$1.5M +$526K +15,195 +52%
FCP
210
Fidelis Capital Partners
Florida
$1.46M +$466K +13,473 +47%
FF
211
Friday Financial
Iowa
$1.46M +$1.5M +43,221 New
CWM
212
Cherrydale Wealth Management
New Jersey
$1.4M +$304K +8,774 +27%
ALWM
213
Andrews Lucia Wealth Management
California
$1.4M -$47.2K -1,365 -3%
ACP
214
Argyle Capital Partners
California
$1.38M +$1.42M +40,894 New
AWM
215
Avondale Wealth Management
Texas
$1.36M -$7.15M -206,669 -84%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$1.34M -$332K -9,590 -19%
GFM
217
GEN Financial Management
Minnesota
$1.33M +$1.36M +39,291 New
RCAG
218
Rehmann Capital Advisory Group
Michigan
$1.3M +$119K +3,441 +10%
PW
219
Peninsula Wealth
California
$1.26M +$21.3K +615 +2%
KF
220
K2 Financial
California
$1.25M +$1.28M +37,135 New
BCI
221
Brinker Capital Investments
Pennsylvania
$1.24M +$121K +3,493 +11%
OPS
222
Orion Portfolio Solutions
Nebraska
$1.24M +$121K +3,493 +11%
AWA
223
Acorn Wealth Advisors
Michigan
$1.23M +$1.26M +36,355 New
MWM
224
Mattern Wealth Management
Kansas
$1.21M -$725K -20,960 -37%
CMP
225
Coston McIsaac & Partners
Maine
$1.2M +$1.21M +35,000 +5,863%