Dimensional US High Profitability ETF
DUHP
58 hedge funds and large institutions have $484M 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.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
900% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 4
164% more funds holding
Funds holding: 22 → 58 (+36)
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
14% more capital invested
Capital invested by funds: $426M → $484M (+$57.7M)
7.07% less ownership
Funds ownership: 87.15% → 80.08% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$159M |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$36.6M |
| 3 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$34.1M |
| 4 |
AP
Adero Partners
Pleasanton,
California
|
+$31.7M |
| 5 |
HPA
High Probability Advisors
Pittsford,
New York
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$263M |
| 2 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
-$9.56M |
| 3 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$760K |
| 4 |
HA
Herold Advisors
New York
|
-$18.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6K |
DUHP Hedge Fund Activity: Q2 2022 in Review
58 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2022, worth a combined $484M — up 14% from $426M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DUHP positions and 4 closed out — a net gain of 36 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $159M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $263M sold.
- 58 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q2 2022, up from 22 in Q1 2022.
- Funds reported $484M of Dimensional US High Profitability ETF stock for Q2 2022, up 14% quarter-over-quarter.
- 40 funds opened new Dimensional US High Profitability ETF positions in Q2 2022 and 4 closed out, a net change of +36 holders.
- The largest Dimensional US High Profitability ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $159M added.
- The largest Dimensional US High Profitability ETF seller in Q2 2022 was Dimensional Fund Advisors, an estimated $263M sold.
Based on aggregated 13F filings for Q2 2022.