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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$34.42 +0.17 (+0.50%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional US High Profitability ETF (NYSEARCA:DUHP)

Number of
Institutional Buyers
(last 12 months)
237
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$176.48M
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DUHP Institutional Buying and Selling by Quarter

Dimensional US High Profitability ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 High Probability Advisors LLC1,257,178$42.48M7.6%+5.4%0.730%
1/17/2025 Edge Financial Advisors LLC80,716$2.73M2.4%+12.8%0.047%
1/17/2025 Market Street Wealth Management Advisors LLC1,166,198$39.41M6.6%-0.8%0.677%
1/17/2025 Global Trust Asset Management LLC33,462$1.13M0.4%-2.7%0.019%
1/16/2025 Pure Financial Advisors LLC5,461,842$184.56M4.2%+18.0%3.170%
1/16/2025 Gemmer Asset Management LLC316,300$10.69M1.1%+8.9%0.184%
1/16/2025 Shore Point Advisors LLC180,862$6.11M3.3%+2,037.1%0.105%
1/16/2025 Bridgewater Advisors Inc.576,469$19.42M2.0%+26.2%0.335%
1/16/2025 UMB Bank n.a.3,367$114K0.0%N/A0.002%
1/16/2025 Evanson Asset Management LLC66,886$2.26M0.2%+15.8%0.039%
1/16/2025 Brady Martz Wealth Solutions LLC89,833$3.03M0.7%N/A0.052%
1/16/2025 Clarius Group LLC935,718$31.62M2.2%+9.2%0.543%
1/15/2025 TCP Asset Management LLC358,066$12.10M2.7%+2.6%0.208%
1/15/2025 Cherrydale Wealth Management LLC41,496$1.40M0.5%+26.8%0.024%
1/15/2025 Arkadios Wealth Advisors242,613$8.20M0.4%+21.3%0.141%
1/15/2025 25 LLC19,731$667K0.3%-2.1%0.011%
1/15/2025 Sax Wealth Advisors LLC737,534$24.92M2.0%-23.1%0.428%
1/15/2025 Andrews Lucia Wealth Management LLC41,125$1.40M0.9%-3.2%0.024%
1/15/2025 Wealthcare Advisory Partners LLC39,622$1.34M0.0%-19.5%0.023%
1/15/2025 Great Oak Capital Partners LLC919,613$30.93M10.3%+1.4%0.534%
1/15/2025 Family Wealth Partners LLC239,486$8.09M3.8%+19.9%0.139%
1/15/2025 Ullmann Wealth Partners Group LLC1,205,662$40.74M5.3%-0.5%0.700%
1/14/2025 West Financial Advisors LLC393,846$13.31M2.6%-1.3%0.229%
1/14/2025 Pinnacle Bancorp Inc.6,983$236K0.1%+23.6%0.004%
1/14/2025 Websterrogers Financial Advisors LLC396,566$13.40M4.7%-1.1%0.230%
1/14/2025 Christopher J. Hasenberg Inc697,779$23.58M9.5%-25.5%0.405%
1/14/2025 Apella Capital LLC532,179$17.98M0.7%+868.9%0.309%
1/14/2025 Park Avenue Securities LLC1,695,182$57.28M0.6%+8.6%0.984%
1/14/2025 Fiduciary Financial Group LLC202,834$6.80M1.5%+2.5%0.118%
1/14/2025 Quad Cities Investment Group LLC10,569$357K0.2%-7.2%0.006%
1/14/2025 Waycross Investment Management Co204,337$6.91M7.3%-17.8%0.119%
1/13/2025 AdvisorNet Financial Inc379,979$12.84M1.1%+39,688.4%0.221%
1/13/2025 Signet Financial Management LLC133,081$4.50M0.6%-1.1%0.077%
1/13/2025 City State Bank15,444$522K0.2%+9.7%0.009%
1/13/2025 Boyce & Associates Wealth Consulting Inc.54,302$1.84M1.9%+11.9%0.032%
1/13/2025 Aprio Wealth Management LLC2,570,342$86.85M12.7%+8.2%1.492%
1/10/2025 Wealth Enhancement Advisory Services LLC2,568,683$87.52M0.2%+0.1%1.491%
1/10/2025 Avondale Wealth Management40,111$1.36M0.9%-83.7%0.023%
1/10/2025 Fortitude Family Office LLC3,573$121K0.0%+33.7%0.002%
1/8/2025 Shearwater Capital LLC12,042$407K0.3%N/A0.007%
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1/7/2025 Strathmore Capital Advisors Inc.12,065$408K0.3%N/A0.007%
12/26/2024JPMorgan Chase & Co.312,002$10.63M0.0%+3.1%0.181%
12/2/2024Beaird Harris Wealth Management LLC1,255,102$42.76M3.7%+18.0%0.728%
11/18/2024Rehmann Capital Advisory Group34,911$1.19M0.1%+4.0%0.020%
11/15/2024LRI Investments LLC9,752$339K0.0%N/A0.006%
11/15/2024Glass Jacobson Investment Advisors llc56,893$1.94M0.6%+5.2%0.033%
11/15/2024MML Investors Services LLC70,424$2.40M0.0%+2.8%0.041%
11/15/2024Orion Portfolio Solutions LLC33,133$1.13M0.0%-12.9%0.019%
11/15/2024EP Wealth Advisors LLC10,443$356K0.0%N/A0.006%
11/15/2024Jane Street Group LLC29,078$991K0.0%+76.4%0.017%
11/15/2024WESCAP Management Group Inc.151,246$5.15M1.3%+37.7%0.088%
11/15/2024Stifel Financial Corp502,228$17.11M0.0%-1.0%0.291%
11/15/2024SageView Advisory Group LLC56,568$1.93M0.1%-1.2%0.033%
11/15/2024Intrepid Capital Management Inc.326,411$11.12M6.2%+7.0%0.189%
11/15/2024Integrated Wealth Concepts LLC124,455$4.24M0.1%-0.4%0.072%
11/15/2024Investmark Advisory Group LLC90,873$3.10M1.5%+0.5%0.053%
11/15/2024HighTower Advisors LLC2,433,746$82.94M0.1%+1.7%1.413%
11/15/2024True Wealth Design LLC770,937$26.27M10.3%-18.0%0.447%
11/14/2024Flow Traders U.S. LLC10,747$366K0.0%N/A0.006%
11/14/2024Captrust Financial Advisors1,827,266$62.26M0.2%-2.2%1.061%
11/14/2024Kingfisher Capital LLC21,351$727K0.2%+67.4%0.012%
11/14/2024Rockefeller Capital Management L.P.139,479$4.75M0.0%+1.2%0.081%
11/14/2024CreativeOne Wealth LLC58,704$2M0.1%N/A0.034%
11/13/2024Freedom Investment Management Inc.1,443,077$49.17M3.9%+38.6%0.838%
11/13/2024Townsquare Capital LLC12,811$436K0.0%N/A0.007%
11/13/2024Carlson Capital Management80,729$2.75M0.1%-12.5%0.047%
11/13/2024Bank of Montreal Can2,035,864$69.12M0.0%+6.6%1.182%
11/12/2024Kingsview Wealth Management LLC89,750$3.06M0.1%+13.2%0.052%
11/12/2024Alesco Advisors LLC2,653,316$90.40M2.8%-0.8%1.540%
11/12/2024Nwam LLC46,573$1.59M0.1%N/A0.027%
11/12/2024Raymond James Trust N.A.13,476$459K0.0%+22.9%0.008%
11/12/2024Altiora Financial Group LLC163,629$5.58M1.2%+122.0%0.095%
11/12/2024L & S Advisors Inc103,998$3.54M0.4%-3.8%0.060%
11/12/2024RW Investment Management LLC70,125$2.39M0.3%N/A0.041%
11/8/2024EverSource Wealth Advisors LLC148,852$5.07M0.3%+8.3%0.086%
11/8/2024Summit Wealth Group LLC62,865$2.14M0.6%N/A0.036%
11/7/2024Caprock Group LLC113,681$3.87M0.1%+90.5%0.066%
11/7/2024Pathstone Holdings LLC2,083,300$70.98M0.3%+1.1%1.209%
11/7/2024EnRich Financial Partners LLC19,355$659K0.2%-3.7%0.011%
11/7/2024MB Generational Wealth LLC544,316$18.55M13.4%-0.2%0.316%
11/7/2024Phillips Financial Management LLC491,990$16.76M1.3%+26.3%0.286%
11/7/2024Envision Financial Planning LLC400,508$13.65M7.2%+160.8%0.232%
11/6/2024Adero Partners LLC6,737,103$229.53M15.2%-0.2%3.910%
11/6/2024Squire Investment Management Company LLC7,185$245K0.1%N/A0.004%
11/6/2024OneDigital Investment Advisors LLC1,308,301$44.57M0.5%-4.6%0.759%
11/6/2024Intelligence Driven Advisers LLC206,352$7.03M1.0%-13.2%0.120%
11/6/2024Wealthstream Advisors Inc.911,695$31.06M5.6%N/A0.529%
11/6/2024Dopkins Wealth Management LLC10,628$362K0.3%-43.3%0.006%
11/5/2024Aptus Capital Advisors LLC2,735$93K0.0%+447.0%0.002%
11/5/2024Harbour Investments Inc.58,038$1.98M0.1%+260.5%0.034%
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11/5/2024Northwest Wealth Management LLC27,216$927K0.2%+106.9%0.016%
11/4/2024tru Independence LLC109,465$3.73M1.1%+7.4%0.064%
11/4/2024TRU Independence Asset Management 2 LLC17,444$594K0.5%N/A0.010%
11/4/2024Disciplined Investments LLC38,695$1.32M0.7%+106.6%0.022%
11/4/2024Liberty Wealth Management LLC791,209$26.96M4.6%-47.3%0.459%
11/2/2024Retirement Solution LLC689,267$23.50M5.7%-2.6%0.400%
11/2/2024Austin Asset Management Co Inc187,912$6.40M1.3%+260.3%0.109%
11/1/2024Lauterbach Financial Advisors LLC6,166$210K0.1%N/A0.004%
11/1/2024Capital Performance Advisors LLP4,550$155K0.0%N/A0.003%
10/31/2024 Bridgewater Advisors Inc.456,654$15.63M1.6%+8.1%0.265%
(Data available from 1/1/2016 forward)

DUHP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUHP shares?

During the previous two years, 303 institutional investors and hedge funds held shares of Dimensional US High Profitability ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($941.50M), Mercer Global Advisors Inc. ADV ($919.73M), Merriman Wealth Management LLC ($262.68M), Forum Financial Management LP ($233.14M), Adero Partners LLC ($229.53M), Pure Financial Advisors LLC ($184.56M), and Vista Wealth Management Group LLC ($161.79M).Learn more on DUHP's institutional investors.

Which institutional investors have been buying Dimensional US High Profitability ETF stock?

Of the 287 institutional investors that purchased Dimensional US High Profitability ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($23.15M), Mercer Global Advisors Inc. ADV ($17.36M), Forum Financial Management LP ($6.76M), Pure Financial Advisors LLC ($4.96M), Alesco Advisors LLC ($2.31M), Wealth Enhancement Advisory Services LLC ($2.14M), and Foster Group Inc. ($2.04M).

How much institutional buying is happening at Dimensional US High Profitability ETF?

Institutional investors have bought a total of 125,258,199 shares in the last 24 months. This purchase volume represents approximately $3.49B in transactions.

Which Dimensional US High Profitability ETF major shareholders have been selling company stock?

Of the 106 institutional investors that sold Dimensional US High Profitability ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathstone Family Office LLC ($1.73M), Carlson Capital Management ($1.66M), LVZ Inc. ($1.12M), Liberty Wealth Management LLC ($730.84K), Forum Financial Management LP ($516.09K), Christopher J. Hasenberg Inc ($310.99K), and Osaic Holdings Inc. ($304.05K).

How much institutional selling is happening at Dimensional US High Profitability ETF?

Institutional investors have sold a total of 10,530,556 shares in the last 24 months. This volume of shares sold represents approximately $307.65M in transactions.


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This page (NYSEARCA:DUHP) was last updated on 1/21/2025 by MarketBeat.com Staff
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