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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

311 hedge funds and large institutions have $6.84B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 175 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
311
Holders Change
+26
Holders Change %
+9.12%
% of All Funds
4.5%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
49
Increased
175
Reduced
64
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.28B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$79.2M
4
PFA
4
Pure Financial Advisors
California
$158M
5
WA
5
Wealthstream Advisors
New York
$31.1M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$27M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$73.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SW
4
Simplicity Wealth
New Jersey
$3.04M
5
TWD
5
True Wealth Design
Ohio
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.28B 37,824,829 +7,198,518 +24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26B 36,920,597 +7,489,637 +25%
MWM
3
Merriman Wealth Management
Washington
$284M 8,341,654 +130,425 +2%
FFM
4
Forum Financial Management
Illinois
$233M 6,842,864 +160,574 +2%
AP
5
Adero Partners
California
$230M 6,737,103 -14,734 -0.2%
PFA
6
Pure Financial Advisors
California
$158M 4,628,551 +1,200,771 +35%
AA
7
Alesco Advisors
New York
$90.4M 2,653,316 -20,513 -0.8%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$87.5M 2,567,212 +452,201 +21%
HighTower Advisors
9
HighTower Advisors
Illinois
$82.9M 2,433,746 +41,479 +2%
AWM
10
Aprio Wealth Management
Georgia
$80.9M 2,374,664 +145,701 +7%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$79.2M 2,324,624 +2,324,624 New
Corient Private Wealth
12
Corient Private Wealth
Florida
$73.8M 2,165,817 -369,375 -15%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$71M 2,083,300 +23,257 +1%
FG
14
Foster Group
Iowa
$69.2M 2,030,518 -13,406 -0.7%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$69.1M 2,035,864 +125,457 +7%
LI
16
LVZ Inc
Michigan
$68.7M 2,016,092 -27,925 -1%
BFG
17
Bouchey Financial Group
New York
$62.4M 1,831,947 +96,883 +6%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$62.3M 1,827,266 -40,699 -2%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$61.8M 1,812,846 -103,533 -5%
UBS Group
20
UBS Group
Switzerland
$59.3M 1,741,721 +131,328 +8%
PCI
21
Planning Center Inc
Illinois
$55.8M 1,639,133 -13,641 -0.8%
PAS
22
Park Avenue Securities
New York
$53.2M 1,560,452 +119,306 +8%
FIM
23
Freedom Investment Management
Connecticut
$49.2M 1,443,077 +402,183 +39%
SIAG
24
Safeguard Investment Advisory Group
California
$48.2M 1,414,849 +45,819 +3%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$46.4M 1,361,633 +422,046 +45%
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