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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional US High Profitability ETF (NYSEARCA:DUHP)

Number of
Institutional Buyers
(last 12 months)
354
Total
Institutional Inflows
(last 12 months)
$2.35B
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$493.65M
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DUHP Institutional Buying and Selling by Quarter

Dimensional US High Profitability ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.29,596$1.07M0.0%+7.5%0.012%
7/25/2025Sequoia Financial Advisors LLC917,089$32.61M0.2%-10.7%0.375%
7/25/2025MGO One Seven LLC16,747$596K0.0%-7.5%0.007%
7/25/2025Index Fund Advisors Inc.50,713$1.80M0.1%+9.4%0.021%
7/25/2025G2 Capital Management LLC OH495,200$17.61M4.9%+304.7%0.202%
7/25/2025LRI Investments LLC11,342$403K0.0%+15.7%0.005%
7/25/2025CWM LLC39,685$1.41M0.0%-8.4%0.016%
7/25/2025Sovereign Financial Group Inc.7,186$256K0.1%N/A0.003%
7/24/2025 Fischer Investment Strategies LLC44,154$1.57M1.1%-65.2%0.018%
7/24/2025 Bryant Woods Investment Advisors LLC90,155$3.21M1.4%-4.1%0.037%
7/24/2025 Blue Trust Inc.109,057$3.88M0.0%+3.5%0.045%
7/24/2025 Riverchase Wealth Management LLC286,176$10.18M6.5%+19.4%0.117%
7/24/2025 Vantage Point Financial LLC40,575$1.44M0.6%+3.7%0.017%
7/24/2025 IFP Advisors Inc6,107$217K0.0%+1,016.5%0.002%
7/24/2025 Edge Financial Advisors LLC236,679$8.43M4.4%+19.9%0.097%
7/24/2025 Wealth Advisors Northwest LLC348,916$12.41M6.5%+4.1%0.143%
7/23/2025 Austin Asset Management Co Inc325,697$11.58M2.3%+6.6%0.133%
7/23/2025 Clear Creek Financial Management LLC32,557$1.16M0.1%+56.5%0.013%
7/23/2025 Abel Hall LLC265,616$9.45M4.4%-0.7%0.109%
7/23/2025 Sax Wealth Advisors LLC732,193$26.04M1.6%+2.8%0.299%
7/23/2025 First Financial Group Corp34,093$1.21M1.2%+16.4%0.014%
7/23/2025 Asset Planning Corporation464,628$16.52M8.8%N/A0.190%
7/23/2025 HMV Wealth Advisors LLC24,055$855K0.6%-76.1%0.010%
7/22/2025 Beacon Financial Advisory LLC39,511$1.41M0.4%+18.7%0.016%
7/22/2025 Gemmer Asset Management LLC321,303$11.43M1.0%+2.6%0.131%
7/22/2025 Simplicity Wealth LLC157,248$5.59M0.2%+90.9%0.064%
7/22/2025 Wealthcare Advisory Partners LLC44,679$1.59M0.0%+3.9%0.018%
7/22/2025 Noble Family Wealth LLC14,904$530K0.1%N/A0.006%
7/22/2025 Firethorn Wealth Partners LLC58,516$2.08M0.9%-2.6%0.024%
7/22/2025 Clarius Group LLC1,078,569$38.35M2.2%+1.6%0.441%
7/22/2025 Vested Financial Planning LLC166,785$5.93M5.3%N/A0.068%
7/21/2025 QRG Capital Management Inc.6,474$230K0.0%N/A0.003%
7/21/2025 Keb Asset Management LLC28,653$1.02M0.3%+10.4%0.012%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management708,946$25.21M0.6%+867.4%0.290%
7/21/2025 Mattern Capital Management LLC30,074$1.07M0.1%+8.4%0.012%
7/21/2025 Abacus Planning Group Inc.500,876$17.81M2.0%N/A0.205%
7/21/2025 25 LLC19,612$697K0.3%+7.3%0.008%
7/21/2025 Matauro LLC470,411$16.73M3.1%-5.1%0.192%
7/21/2025 Triad Wealth Partners LLC20,050$713K0.1%+114.2%0.008%
7/21/2025 West Financial Advisors LLC613,956$21.83M3.8%+57.3%0.251%
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I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

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7/18/2025 Pure Financial Advisors LLC6,365,367$226.35M4.0%+3.9%2.583%
7/18/2025 Benchmark Wealth Management LLC27,372$973K0.4%+30.8%0.011%
7/18/2025 Parkwoods Wealth Partners LLC24,411$868K0.5%+61.9%0.010%
7/18/2025 PBMares Wealth Management LLC586,435$20.85M3.8%+4.5%0.238%
7/18/2025 Bridge Generations Wealth Management LLC166,574$5.92M3.6%+13.5%0.068%
7/18/2025 Financial Consulate Inc.1,874,235$66.65M13.2%+109.5%0.760%
7/18/2025 FMB Wealth Management6,320$225K0.1%N/A0.003%
7/17/2025 Melfa Wealth Management Inc.5,700$203K0.1%N/A0.002%
7/17/2025 DiNuzzo Private Wealth Inc.1,233,255$43.86M5.2%+0.9%0.505%
7/17/2025 K2 Financial Inc.45,632$1.63M1.4%+15.9%0.019%
7/17/2025 Mattern Wealth Management LLC34,721$1.24M0.3%+2.1%0.014%
7/17/2025 Poinciana Advisors Group LLC9,534$339K0.3%N/A0.004%
7/17/2025 Dopkins Wealth Management LLC84,887$3.02M1.4%+25.6%0.035%
7/17/2025 Lauterbach Financial Advisors LLC11,773$419K0.2%+51.2%0.005%
7/17/2025 Northwest Wealth Management LLC74,739$2.66M0.5%+12.4%0.031%
7/17/2025 HB Wealth Management LLC865,963$30.79M0.2%N/A0.355%
7/17/2025 Claris Advisors LLC MO302,318$10.75M3.7%-2.7%0.124%
7/17/2025 Janney Montgomery Scott LLC7,448$265K0.0%N/A0.003%
7/17/2025 Avondale Wealth Management9,920$353K0.2%-74.2%0.004%
7/17/2025 Oceanside Advisors LLC536,873$19.09M12.8%+0.4%0.220%
7/17/2025 Archford Capital Strategies LLC216,712$7.71M1.0%+2.3%0.089%
7/17/2025 Applied Capital LLC317,417$11.29M5.0%+4.4%0.130%
7/17/2025 Global Trust Asset Management LLC31,447$1.12M0.6%-0.9%0.013%
7/17/2025 Heritage Investment Group Inc.12,836$456K0.1%+20.4%0.005%
7/17/2025 XY Planning Network Inc.8,941$318K0.1%N/A0.004%
7/17/2025 SC&H Financial Advisors Inc.24,218$861K0.1%+11.1%0.010%
7/17/2025 CogentBlue Wealth Advisors LLC226,065$8.04M6.2%-1.0%0.093%
7/16/2025 Midwest Heritage Bank FSB484,980$17.25M6.5%+5.9%0.199%
7/16/2025 Squire Investment Management Company LLC6,990$249K0.1%-43.8%0.003%
7/16/2025 TRU Independence Asset Management 2 LLC86,810$3.09M2.1%+27.3%0.036%
7/16/2025 Meredith Wealth Planning824,568$29.32M10.6%+8.4%0.338%
7/16/2025 Strategic Investment Solutions Inc. IL260,046$9.25M2.8%-40.6%0.107%
7/16/2025 TCI Wealth Advisors Inc.1,388,309$49.37M3.4%+37.4%0.569%
7/16/2025 Crown Wealth Group LLC199,260$7.09M2.7%+20.2%0.082%
7/16/2025 Blue Oak Capital LLC204,358$7.27M3.8%-9.2%0.084%
7/16/2025 Leading Edge Financial Planning LLC906,348$32.23M9.0%+6.9%0.371%
7/15/2025 Level Financial Advisors363,744$12.94M4.0%+1.2%0.149%
7/15/2025 Great Oak Capital Partners LLC963,345$34.71M9.9%+4.8%0.395%
7/15/2025 Signet Financial Management LLC10,023$356K0.0%-90.7%0.004%
7/15/2025 Vestment Financial LLC227,815$8.17M5.2%+6.9%0.093%
7/15/2025 Evanson Asset Management LLC85,381$3.04M0.2%-13.6%0.035%
7/15/2025 Hartmann Taylor Wealth Management LLC45,729$1.63M1.4%+2.1%0.019%
7/15/2025 tru Independence LLC28,013$996K0.3%-2.8%0.011%
7/15/2025 Boyce & Associates Wealth Consulting Inc.70,307$2.50M2.3%+5.6%0.029%
7/15/2025 Maseco LLP5,205$185K0.0%N/A0.002%
7/15/2025 Axis Wealth Partners LLC16,121$573K0.4%-4.2%0.007%
7/15/2025 LVZ Inc.2,046,792$72.78M8.7%+1.8%0.839%
7/15/2025 SJS Investment Consulting Inc.2,845$101K0.0%N/A0.001%
7/15/2025 Hippocratic Financial Advisors LLC685,215$24.37M13.0%+37.1%0.281%
7/15/2025 Family Wealth Partners LLC261,697$9.31M3.7%+3.3%0.107%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/15/2025 Fortitude Family Office LLC4,520$161K0.1%+26.5%0.002%
7/14/2025 Kooman & Associates500,876$17.81M6.0%+1.3%0.205%
7/14/2025 Cherrydale Wealth Management LLC51,960$1.85M0.6%+20.4%0.021%
7/14/2025 Brady Martz Wealth Solutions LLC268,086$9.53M1.8%+59.7%0.110%
7/14/2025 AdvisorNet Financial Inc223,769$7.96M0.5%-43.1%0.092%
7/14/2025 BetterWealth LLC146,898$5.22M1.3%-1.6%0.060%
7/14/2025 Foster Group Inc.2,075,242$73.80M2.5%+1.9%0.850%
7/14/2025 Financial Harvest LLC297,442$10.58M7.9%N/A0.122%
7/14/2025 Friday Financial62,595$2.23M1.1%+4.2%0.026%
7/14/2025 Maryland Capital Advisors Inc.42,684$1.52M0.6%+10.3%0.017%
(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, 432 institutional investors and hedge funds held shares of Dimensional US High Profitability ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($1.21B), Envestnet Asset Management Inc. ($1.16B), Focus Partners Wealth ($364.50M), Merriman Wealth Management LLC ($262.68M), Adero Partners LLC ($233.59M), Forum Financial Management LP ($229.91M), and Pure Financial Advisors LLC ($226.35M).Learn more on Dimensional US High Profitability ETF's institutional investors.

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

Of the 407 institutional investors that purchased Dimensional US High Profitability ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($18.00M), Mercer Global Advisors Inc. ADV ($14.72M), Focus Partners Wealth ($8.67M), Pure Financial Advisors LLC ($5.00M), Forum Financial Management LP ($4.23M), Raymond James Financial Inc. ($3.34M), and Wealth Enhancement Advisory Services LLC ($2.45M).

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

Institutional investors have bought a total of 70,280,905 shares in the last 24 months. This purchase volume represents approximately $2.35B in transactions.

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

Of the 136 institutional investors that sold Dimensional US High Profitability ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.20M), Mercer Global Advisors Inc. ADV ($2.14M), Christopher J. Hasenberg Inc ($1.08M), Liberty Wealth Management LLC ($719.22K), BetterWealth LLC ($627.19K), Pathstone Holdings LLC ($498.00K), and Forum Financial Management LP ($485.55K).

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

Institutional investors have sold a total of 14,615,128 shares in the last 24 months. This volume of shares sold represents approximately $493.65M in transactions.



This page (NYSEARCA:DUHP) was last updated on 7/25/2025 by MarketBeat.com Staff
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