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Dimensional US High Profitability ETF
DUHP

22 hedge funds and large institutions have $426M invested in Dimensional US High Profitability ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

87.15% more ownership

Funds ownership: 0% → 87.15% (+87%)

Holders
22
Holders Change
+22
Holders Change %
–
% of All Funds
0.35%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Adero Partners
California
+$130M
2
DPI
Diversified Portfolios Inc
Michigan
+$6.79M
3
LWM
Liberty Wealth Management
California
+$4.03M
4
CWG
Crown Wealth Group
North Carolina
+$3.81M
5
RW
REDW Wealth
New Mexico
+$3.77M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$263M +$2.56M +100,000 New
AP
2
Adero Partners
California
$133M +$130M +5,063,641 New
DPI
3
Diversified Portfolios Inc
Michigan
$9.56M +$6.79M +265,278 New
LWM
4
Liberty Wealth Management
California
$4.12M +$4.03M +157,297 New
CWG
5
Crown Wealth Group
North Carolina
$3.92M +$3.81M +148,975 New
RW
6
REDW Wealth
New Mexico
$3.88M +$3.77M +147,152 New
MWM
7
Merriman Wealth Management
Washington
$1.95M +$1.89M +73,933 New
ACP
8
Aveo Capital Partners
Colorado
$1.58M +$1.53M +59,923 New
AC
9
Applied Capital
Arkansas
$1.16M +$1.13M +44,213 New
LFA
10
Landmark Financial Advisors
Kentucky
$676K +$675K +26,377 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$643K +$626K +24,454 New
TFA
12
Triad Financial Advisors
North Carolina
$562K +$547K +21,355 New
EP
13
Equius Partners
California
$480K +$467K +18,221 New
MHB
14
Midwest Heritage Bank
Iowa
$357K +$347K +13,549 New
CPIG
15
Chicago Partners Investment Group
Illinois
$245K +$268K +10,476 New
SC
16
Schubert & Co
Texas
$123K +$120K +4,682 New
TWA
17
TCI Wealth Advisors
Arizona
$117K +$114K +4,435 New
IA
18
IFP Advisors
Florida
$67K +$69.8K +2,724 New
HA
19
Herold Advisors
New York
$18.7K +$18.2K +710 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6K +$5.89K +230 New
Bank of America
21
Bank of America
North Carolina
$6K +$6.04K +236 New
MCA
22
Maryland Capital Advisors
Maryland
$3K +$2.56K +100 New