Dimensional US High Profitability ETF
DUHP
184 hedge funds and large institutions have $2.62B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 30 reducing their positions, and 10 closing their positions.
273% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 30
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
39% more capital invested
Capital invested by funds: $1.88B → $2.62B (+$738M)
14% more funds holding
Funds holding: 162 → 184 (+22)
5.72% more ownership
Funds ownership: 93.3% → 99.02% (+5.7%)
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$198M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$196M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$71.3M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$51.7M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$26.4M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$9.83M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.67M |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$7.42M |
| 5 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$6.46M |
DUHP Hedge Fund Activity: Q2 2023 in Review
184 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q2 2023, worth a combined $2.62B — up 39% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DUHP positions and 10 closed out — a net gain of 23 holders — while 112 added to existing stakes and 30 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $198M. The largest seller was LVZ Inc, cutting an estimated $26.4M.
- 184 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q2 2023, up from 162 in Q1 2023.
- Funds reported $2.62B of Dimensional US High Profitability ETF stock for Q2 2023, up 39% quarter-over-quarter.
- 33 funds opened new Dimensional US High Profitability ETF positions in Q2 2023 and 10 closed out, a net change of +23 holders.
- The largest Dimensional US High Profitability ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $198M added.
- The largest Dimensional US High Profitability ETF seller in Q2 2023 was LVZ Inc, an estimated $26.4M sold.
Based on aggregated 13F filings for Q2 2023.