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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

285 hedge funds and large institutions have $5.64B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
285
Holders Change
+30
Holders Change %
+11.76%
% of All Funds
4.15%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
0.87%
New
44
Increased
167
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$920M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$941M
3
FG
3
Foster Group
Iowa
$65.4M
4
BHWM
4
Beaird Harris Wealth Management
Texas
$34M
5
PFA
5
Pure Financial Advisors
California
$110M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
FFM
2
Forum Financial Management
Illinois
$214M
3
AWM
3
Aprio Wealth Management
Georgia
$71.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$59.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$941M 29,430,960 +3,781,741 +15%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$920M 30,626,311 +4,313,841 +16%
MWM
3
Merriman Wealth Management
Washington
$263M 8,211,229 +108,172 +1%
AP
4
Adero Partners
California
$216M 6,751,837 +60,635 +0.9%
FFM
5
Forum Financial Management
Illinois
$214M 6,682,290 -396,404 -6%
PFA
6
Pure Financial Advisors
California
$110M 3,427,780 +1,022,870 +43%
AA
7
Alesco Advisors
New York
$85.5M 2,673,829 +31,604 +1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$81.1M 2,535,192 +77,557 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$76.5M 2,392,267 +126,497 +6%
AWM
10
Aprio Wealth Management
Georgia
$71.3M 2,228,963 -220,765 -9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$67.7M 2,115,011 +806,568 +62%
BSW
12
Buckingham Strategic Wealth
Missouri
$67.2M 2,099,693 +238,831 +13%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$65.9M 2,060,043 +792,587 +63%
LI
14
LVZ Inc
Michigan
$65.4M 2,044,017 +20,116 +1%
FG
15
Foster Group
Iowa
$65.4M 2,043,924 +2,032,378 +17,602%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$61.5M 1,910,407 +138,057 +8%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$61.3M 1,916,379 +28,994 +2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$59.8M 1,867,965 -122,216 -6%
BFG
19
Bouchey Financial Group
New York
$55.5M 1,735,064 +59,158 +4%
PCI
20
Planning Center Inc
Illinois
$52.9M 1,652,774 +25,945 +2%
UBS Group
21
UBS Group
Switzerland
$51.5M 1,610,393 -23,044 -1%
PAS
22
Park Avenue Securities
New York
$46.1M 1,441,146 +129,707 +10%
OIA
23
OneDigital Investment Advisors
Kansas
$43.8M 1,370,740 -6,758 -0.5%
SIAG
24
Safeguard Investment Advisory Group
California
$43.8M 1,369,030 +118,676 +9%
HPA
25
High Probability Advisors
New York
$41.8M 1,307,996 -3,281 -0.3%
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