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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

84 hedge funds and large institutions have $799M invested in Dimensional US High Profitability ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+26
Holders Change %
+44.83%
% of All Funds
1.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
28
Increased
45
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$130M
2
LI
2
LVZ Inc
Michigan
$47.2M
3
LWM
3
Liberty Wealth Management
California
$41.1M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$21.6M
5
MWM
5
Merriman Wealth Management
Washington
$152M

Top Sellers

1
AP
1
Adero Partners
California
$135M
2
CCM
2
Carlson Capital Management
Minnesota
$30.4M
3
WIA
3
World Investment Advisors
California
$0
4
BA
4
Bridgewater Advisors
New York
$347K
5
3LCM
5
3D/L Capital Management
Connecticut
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$152M 7,145,034 +533,659 +8%
AP
2
Adero Partners
California
$135M 5,894,225 -469,844 -7%
PFO
3
Pathstone Family Office
New Jersey
$130M 6,070,654 +6,070,654 New
LI
4
LVZ Inc
Michigan
$47.2M 2,212,702 +2,180,022 +6,671%
LWM
5
Liberty Wealth Management
California
$41.1M 1,927,200 +1,767,201 +1,105%
CCM
6
Carlson Capital Management
Minnesota
$30.4M 1,422,398 -81,591 -5%
3LCM
7
3D/L Capital Management
Connecticut
$29.6M 1,386,536 -12,693 -0.9%
HPA
8
High Probability Advisors
New York
$22.5M 1,055,453 +152,415 +17%
HighTower Advisors
9
HighTower Advisors
Illinois
$21.6M 1,012,960 +572,056 +130%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$15.9M 746,541 +424,800 +132%
B
11
BetterWealth
California
$15.2M 713,159 +38,867 +6%
FFM
12
Forum Financial Management
Illinois
$12.9M 602,531 +502,712 +504%
AWM
13
Aprio Wealth Management
Georgia
$11.8M 551,395 +489,971 +798%
SSC
14
Syverson Strege & Co
Iowa
$10.8M 507,325 +3,138 +0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.23M 432,682 +305,990 +242%
CPA
16
Cardiff Park Advisors
California
$6.97M 326,746 +275,019 +532%
CWG
17
Crown Wealth Group
North Carolina
$6.62M 310,309 +192,514 +163%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$6.57M 307,791 +307,791 New
ACP
19
Aveo Capital Partners
Colorado
$6.19M 289,896 +44,752 +18%
SWA
20
Sax Wealth Advisors
New Jersey
$5.84M 273,485 +146,585 +116%
RW
21
REDW Wealth
New Mexico
$5.39M 252,599 +25,074 +11%
Jane Street
22
Jane Street
New York
$5.34M 250,214 +224,122 +859%
HI
23
Horizon Investments
North Carolina
$5.13M 240,423 +240,423 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.74M 222,032 +222,032 New
AC
25
Applied Capital
Arkansas
$3.86M 180,655 +65,924 +57%
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