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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

375 hedge funds and large institutions have $7.18B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 78 reducing their positions, and 12 closing their positions.

Holders
375
Holders Change
+64
Holders Change %
+20.58%
% of All Funds
4.99%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.13%
New
83
Increased
178
Reduced
78
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$54.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.29B
3
PFA
3
Pure Financial Advisors
California
$185M
4
UWM
4
United Wealth Management
Virginia
$22M
5
TFO
5
Timonier Family Office
North Carolina
$22M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.21B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$53.7M
3
KAS
3
Kestra Advisory Services
Texas
$6.04M
4
B
4
BetterWealth
California
$11.7M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B 38,231,301 +1,310,704 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.21B 35,688,280 -2,136,549 -6%
MWM
3
Merriman Wealth Management
Washington
$275M 8,149,756 -191,898 -2%
AP
4
Adero Partners
California
$233M 6,907,324 +170,221 +3%
FFM
5
Forum Financial Management
Illinois
$232M 6,874,176 +31,312 +0.5%
PFA
6
Pure Financial Advisors
California
$185M 5,461,842 +833,291 +18%
Corient Private Wealth
7
Corient Private Wealth
Florida
$93M 2,752,703 +586,886 +27%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$91.1M 2,696,058 +128,846 +5%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$88.3M 2,612,433 +287,809 +12%
AA
10
Alesco Advisors
New York
$88.2M 2,608,988 -44,328 -2%
AWM
11
Aprio Wealth Management
Georgia
$86.9M 2,570,342 +195,678 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$81.6M 2,413,532 -20,214 -0.8%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$71.6M 2,118,333 +82,469 +4%
BFG
14
Bouchey Financial Group
New York
$69.1M 2,043,828 +211,881 +12%
LI
15
LVZ Inc
Michigan
$68.8M 2,035,836 +19,744 +1%
FG
16
Foster Group
Iowa
$68.6M 2,029,373 -1,145 -0.1%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$60.4M 1,787,914 -39,352 -2%
UBS Group
18
UBS Group
Switzerland
$57.9M 1,712,939 -28,782 -2%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$57.6M 1,703,733 +342,100 +25%
PAS
20
Park Avenue Securities
New York
$57.3M 1,695,182 +134,730 +9%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$55.4M 1,640,474 -172,372 -10%
Raymond James Financial
22
Raymond James Financial
Florida
$54.6M 1,614,772 +1,614,772 New
PCI
23
Planning Center Inc
Illinois
$54.4M 1,608,976 -30,157 -2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$53.7M 1,585,296 -498,004 -24%
SIAG
25
Safeguard Investment Advisory Group
California
$48.9M 1,446,650 +31,801 +2%
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