We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

534 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.79B +$151M +3,939,324 +9%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$766M +$41.6M +1,083,574 +6%
FFM
3
Forum Financial Management
Illinois
$311M +$17M +441,967 +6%
PFA
4
Pure Financial Advisors
California
$288M +$10.6M +275,616 +4%
AF
5
Allworth Financial
California
$164M +$52.1M +1,357,274 +44%
AC
6
Apella Capital
Connecticut
$153M +$49.6M +1,293,705 +50%
Corient Private Wealth
7
Corient Private Wealth
Florida
$138M -$97.1M -2,532,935 -40%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$134M +$22.5M +587,753 +19%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$121M +$19.5M +509,576 +18%
FG
10
Foster Group
Iowa
$113M +$3.81M +99,295 +3%
PHWA
11
Petersen Hastings Wealth Advisors
Washington
$109M +$3.78M +98,444 +3%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$100M +$5.32M +138,837 +5%
CA
13
Clearstead Advisors
Ohio
$99.8M +$104M +2,715,805 New
AA
14
Alesco Advisors
New York
$96.7M +$536K +13,975 +0.5%
RIM
15
RW Investment Management
Idaho
$95.1M +$99.3M +2,588,182 New
TWA
16
TCI Wealth Advisors
Arizona
$92.5M +$12.4M +323,617 +15%
PAS
17
Park Avenue Securities
New York
$91.2M +$7.44M +193,890 +8%
AWM
18
Aprio Wealth Management
Georgia
$90.3M -$229K -5,982 -0.2%
BFG
19
Bouchey Financial Group
New York
$82.3M +$662K +17,254 +0.8%
UBS Group
20
UBS Group
Switzerland
$79M +$7.91M +206,184 +11%
BHWM
21
Beaird Harris Wealth Management
Texas
$78.6M +$3.49M +90,925 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$77.5M -$8.8M -229,441 -10%
FC
23
Financial Consulate
Maryland
$74.9M +$1.94M +50,528 +3%
HWM
24
HB Wealth Management
Georgia
$73.1M +$6.1M +159,055 +9%
BPA
25
Beacon Pointe Advisors
California
$69.3M +$11.8M +307,662 +19%