Dimensional US High Profitability ETF
DUHP
315 hedge funds and large institutions have $6.88B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 65 reducing their positions, and 19 closing their positions.
174% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 65
153% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 19
21% more capital invested
Capital invested by funds: $5.68B → $6.88B (+$1.2B)
9% more funds holding
Funds holding: 290 → 315 (+25)
6% more funds holding in top 10
Funds holding in top 10: 62 → 66 (+4)
0.86% more ownership
Funds ownership: 98.72% → 99.58% (+0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$245M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$236M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$76.1M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$39.3M |
| 5 |
WA
Wealthstream Advisors
New York
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$23.3M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$12.1M |
| 3 |
Goldman Sachs
New York
|
-$9.57M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$6.11M |
| 5 |
TWD
True Wealth Design
Akron,
Ohio
|
-$5.56M |
DUHP Hedge Fund Activity: Q3 2024 in Review
315 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Dimensional US High Profitability ETF (DUHP) for Q3 2024, worth a combined $6.88B — up 21% from $5.68B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new DUHP positions and 19 closed out — a net gain of 29 holders — while 178 added to existing stakes and 65 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $245M. The largest seller was Liberty Wealth Management, cutting an estimated $23.3M.
- 315 institutional investors held Dimensional US High Profitability ETF (DUHP) as of Q3 2024, up from 290 in Q2 2024.
- Funds reported $6.88B of Dimensional US High Profitability ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 48 funds opened new Dimensional US High Profitability ETF positions in Q3 2024 and 19 closed out, a net change of +29 holders.
- The largest Dimensional US High Profitability ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $245M added.
- The largest Dimensional US High Profitability ETF seller in Q3 2024 was Liberty Wealth Management, an estimated $23.3M sold.
Based on aggregated 13F filings for Q3 2024.