DUHP icon

Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

58 hedge funds and large institutions have $479M invested in Dimensional US High Profitability ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+36
Holders Change %
+163.64%
% of All Funds
0.98%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.17%
New
40
Increased
14
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$149M
2
CCM
2
Carlson Capital Management
Minnesota
$33.8M
3
3LCM
3
3D/L Capital Management
Connecticut
$31.5M
4
AP
4
Adero Partners
California
$145M
5
HPA
5
High Probability Advisors
New York
$20.3M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
DPI
2
Diversified Portfolios Inc
Michigan
$0
3
CWG
3
Crown Wealth Group
North Carolina
$2.65M
4
HA
4
Herold Advisors
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$149M 6,611,375 +6,537,442 +8,842%
AP
2
Adero Partners
California
$145M 6,364,069 +1,300,428 +26%
CCM
3
Carlson Capital Management
Minnesota
$33.8M 1,503,989 +1,503,989 New
3LCM
4
3D/L Capital Management
Connecticut
$31.5M 1,399,229 +1,399,229 New
HPA
5
High Probability Advisors
New York
$20.3M 903,038 +903,038 New
B
6
BetterWealth
California
$15.2M 674,292 +674,292 New
SSC
7
Syverson Strege & Co
Iowa
$11.3M 504,187 +504,187 New
HighTower Advisors
8
HighTower Advisors
Illinois
$9.91M 440,904 +440,904 New
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$7.24M 321,741 +321,741 New
ACP
10
Aveo Capital Partners
Colorado
$5.52M 245,144 +185,221 +309%
RW
11
REDW Wealth
New Mexico
$5.12M 227,525 +80,373 +55%
LWM
12
Liberty Wealth Management
California
$3.6M 159,999 +2,702 +2%
SWA
13
Sax Wealth Advisors
New Jersey
$2.86M 126,900 +126,900 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.85M 126,692 +126,692 New
CWG
15
Crown Wealth Group
North Carolina
$2.65M 117,795 -31,180 -21%
AC
16
Applied Capital
Arkansas
$2.58M 114,731 +70,518 +159%
AWM
17
AE Wealth Management
Kansas
$2.47M 109,692 +109,692 New
FFM
18
Forum Financial Management
Illinois
$2.25M 99,819 +99,819 New
TFA
19
Triad Financial Advisors
North Carolina
$2.22M 98,648 +77,293 +362%
PWM
20
PBMares Wealth Management
Virginia
$1.81M 80,412 +80,412 New
SAM
21
Satovsky Asset Management
New York
$1.56M 69,033 +69,033 New
AWM
22
Aprio Wealth Management
Georgia
$1.38M 61,424 +61,424 New
BPA
23
Beacon Pointe Advisors
California
$1.34M 59,397 +59,397 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.23M 54,689 +30,235 +124%
TWA
25
TCI Wealth Advisors
Arizona
$1.19M 53,055 +48,620 +1,096%
1
2 3