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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

235 hedge funds and large institutions have $3.91B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
3.45%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
49
Increased
131
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$553M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$566M
3
AA
3
Alesco Advisors
New York
$66.2M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$77.4M
5
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$38M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$13.1M
2
3LCM
2
3D/L Capital Management
Connecticut
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.05M
4
VA
4
Verdad Advisers
Massachusetts
$0
5
MRC
5
Millburn Ridgefield Corp
New York
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$566M 19,800,335 +2,496,403 +14%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$553M 19,314,257 +2,559,222 +15%
MWM
3
Merriman Wealth Management
Washington
$223M 7,810,962 +26,352 +0.3%
FFM
4
Forum Financial Management
Illinois
$206M 7,198,384 +321,343 +5%
AP
5
Adero Partners
California
$192M 6,704,428 +115,168 +2%
Corient Private Wealth
6
Corient Private Wealth
Florida
$77.4M 2,706,611 +1,820,225 +205%
AA
7
Alesco Advisors
New York
$66.2M 2,313,227 +2,313,227 New
HighTower Advisors
8
HighTower Advisors
Illinois
$62M 2,167,428 -9,613 -0.4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$59.1M 2,064,930 -41,269 -2%
AWM
10
Aprio Wealth Management
Georgia
$55.3M 1,931,353 +42,351 +2%
PFA
11
Pure Financial Advisors
California
$54.3M 1,898,792 +620,444 +49%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$52.6M 1,837,651 +61,705 +3%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$45.8M 1,596,358 +371,774 +30%
PCI
14
Planning Center Inc
Illinois
$45.8M 1,599,476 +3,196 +0.2%
BFG
15
Bouchey Financial Group
New York
$44.9M 1,568,635 +435,266 +38%
CCM
16
Carlson Capital Management
Minnesota
$42.9M 1,499,164 +29,099 +2%
HPA
17
High Probability Advisors
New York
$38.2M 1,333,669 -52,389 -4%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$38M 1,328,775 +1,328,775 New
AWM
19
AE Wealth Management
Kansas
$35.4M 1,204,709 +125,129 +12%
LI
20
LVZ Inc
Michigan
$33.4M 1,167,515 -18,177 -2%
PAS
21
Park Avenue Securities
New York
$32.6M 1,138,322 +98,344 +9%
SIAG
22
Safeguard Investment Advisory Group
California
$32.5M 1,136,851 +79,872 +8%
FIM
23
Freedom Investment Management
Connecticut
$32.5M 1,135,583 +1,135,583 New
EA
24
Efficient Advisors
Ohio
$32.2M 1,127,187 +2,580 +0.2%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$31.5M 1,099,928 +1,099,928 New
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