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Dimensional US High Profitability ETF
DUHP

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.

New
Increased
Maintained
Reduced
Closed

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)

12% more capital invested

Capital invested by funds: $426M → $479M (+$52.7M)

7.07% less ownership

Funds ownership: 87.15% → 80.08% (-7.1%)

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
Merriman Wealth Management
Washington
+$159M
2
CCM
Carlson Capital Management
Minnesota
+$36.6M
3
3LCM
3D/L Capital Management
Connecticut
+$34.1M
4
AP
Adero Partners
California
+$31.7M
5
HPA
High Probability Advisors
New York
+$22M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$263M
2
DPI
Diversified Portfolios Inc
Michigan
-$9.56M
3
CWG
Crown Wealth Group
North Carolina
-$760K
4
HA
Herold Advisors
New York
-$18.7K
5
Bank of America
Bank of America
North Carolina
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$149M +$159M +6,537,442 +8,842%
AP
2
Adero Partners
California
$145M +$31.7M +1,300,428 +26%
CCM
3
Carlson Capital Management
Minnesota
$33.8M +$36.6M +1,503,989 New
3LCM
4
3D/L Capital Management
Connecticut
$31.5M +$34.1M +1,399,229 New
HPA
5
High Probability Advisors
New York
$20.3M +$22M +903,038 New
B
6
BetterWealth
California
$15.2M +$16.4M +674,292 New
SSC
7
Syverson Strege & Co
Iowa
$11.3M +$12.3M +504,187 New
HighTower Advisors
8
HighTower Advisors
Illinois
$9.91M +$10.7M +440,904 New
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$7.24M +$7.84M +321,741 New
ACP
10
Aveo Capital Partners
Colorado
$5.52M +$4.51M +185,221 +309%
RW
11
REDW Wealth
New Mexico
$5.12M +$1.96M +80,373 +55%
LWM
12
Liberty Wealth Management
California
$3.6M +$65.8K +2,702 +2%
SWA
13
Sax Wealth Advisors
New Jersey
$2.85M +$3.09M +126,900 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.85M +$3.09M +126,692 New
CWG
15
Crown Wealth Group
North Carolina
$2.65M -$760K -31,180 -21%
AC
16
Applied Capital
Arkansas
$2.58M +$1.72M +70,518 +159%
AWM
17
AE Wealth Management
Kansas
$2.47M +$2.67M +109,692 New
FFM
18
Forum Financial Management
Illinois
$2.25M +$2.43M +99,819 New
TFA
19
Triad Financial Advisors
North Carolina
$2.22M +$1.88M +77,293 +362%
PWM
20
PBMares Wealth Management
Virginia
$1.81M +$1.96M +80,412 New
SAM
21
Satovsky Asset Management
New York
$1.56M +$1.68M +69,033 New
AWM
22
Aprio Wealth Management
Georgia
$1.38M +$1.5M +61,424 New
BPA
23
Beacon Pointe Advisors
California
$1.34M +$1.45M +59,397 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.23M +$737K +30,235 +124%
TWA
25
TCI Wealth Advisors
Arizona
$1.19M +$1.18M +48,620 +1,096%
1
2 3

DUHP Hedge Fund Activity: Q2 2022 in Review

58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2022, worth a combined $479M — up 12% 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 $479M of Dimensional US High Profitability ETF stock for Q2 2022, up 12% 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.