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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$35.20 -0.53 (-1.48%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
306
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$316.76M
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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
2/20/2025 Forum Financial Management LP6,874,176$232.28M3.8%+0.5%3.990%
2/20/2025Wealth Management Strategies Inc.305,861$10.34M7.9%N/A0.178%
2/19/2025 WCG Wealth Advisors LLC433,325$14.64M1.0%+3.3%0.251%
2/18/2025 Investmark Advisory Group LLC91,457$3.09M1.5%+0.6%0.053%
2/18/2025 Legacy Financial Group Inc.419,693$14.18M4.6%+8.3%0.244%
2/18/2025 Focus Partners Advisor Solutions LLC1,703,733$57.57M1.0%+25.1%0.989%
2/17/2025 Vestment Financial LLC192,346$6.51M5.0%N/A0.112%
2/17/2025 Safeguard Investment Advisory Group LLC1,446,650$48.88M13.4%+2.2%0.840%
2/17/2025 Quadcap Wealth Management LLC13,962$472K0.1%+20.7%0.008%
2/17/2025 Pathstone Holdings LLC1,585,296$53.69M0.2%-23.9%0.920%
2/17/2025 Morse Asset Management Inc2,351$79K0.0%N/A0.001%
2/17/2025 Lionshead Wealth Management LLC27,084$915K0.7%N/A0.016%
2/17/2025 Focus Partners Wealth2,612,433$88.27M0.2%+12.4%1.516%
2/17/2025 EP Wealth Advisors LLC9,747$329K0.0%-6.7%0.006%
2/17/2025 Cetera Investment Advisers6,969$235K0.0%N/A0.004%
2/17/2025 Captrust Financial Advisors1,787,914$60.41M0.2%-2.2%1.038%
2/17/2025 Cardiff Park Advisors LLC213,030$7.20M0.7%+0.1%0.124%
2/17/2025 Baird Financial Group Inc.589,187$19.91M0.0%+22.7%0.342%
2/17/2025 Bank of America Corp DE1,016,739$34.36M0.0%+19.7%0.590%
2/17/2025 AlTi Global Inc.1,248,100$42.56M1.0%+78.1%0.724%
2/14/2025 ArborFi Advisors LLC155,797$5.26M5.3%N/A0.090%
2/14/2025 Mercer Global Advisors Inc. ADV35,688,280$1.21B2.9%-5.6%20.713%
2/14/2025 Jane Street Group LLC44,273$1.50M0.0%+52.3%0.026%
2/14/2025 Rehmann Capital Advisory Group38,352$1.30M0.1%+9.9%0.022%
2/14/2025 Navigoe LLC15,664$529K0.5%N/A0.009%
2/14/2025 Fischer Investment Strategies LLC418,327$14.14M11.2%-9.2%0.243%
2/14/2025 Northern Trust Corp23,469$793K0.0%-1.5%0.014%
2/14/2025 Parkshore Wealth Management Inc.138,808$4.69M2.8%N/A0.081%
2/14/2025 Beacon Pointe Advisors LLC792,120$26.77M0.3%-0.7%0.460%
2/14/2025 Betterment LLC65,554$2.22M0.0%+82.5%0.038%
2/14/2025 Integrated Wealth Concepts LLC475,305$16.06M0.2%+281.9%0.276%
2/14/2025 MGO One Seven LLC16,587$560K0.0%+1.7%0.010%
2/14/2025 IHT Wealth Management LLC15,139$512K0.0%+5.1%0.009%
2/14/2025 Stifel Financial Corp494,592$16.71M0.0%-1.5%0.287%
2/14/2025 OneDigital Investment Advisors LLC1,188,598$40.16M0.5%-9.1%0.690%
2/14/2025 Landing Point Financial Group LLC14,024$493K0.4%N/A0.008%
2/14/2025 MML Investors Services LLC76,416$2.58M0.0%+8.5%0.044%
2/14/2025 Forum Financial Management LP6,753,721$228.21M3.8%-1.3%3.920%
2/14/2025 Freedom Investment Management Inc.1,359,855$45.95M3.8%-5.8%0.789%
2/14/2025 GeoWealth Management LLC33,002$1.12M0.0%+58.8%0.019%
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2/14/2025 Bridge Generations Wealth Management LLC140,855$4.76M3.1%N/A0.082%
2/13/2025 Strategic Investment Solutions Inc. IL531,146$17.95M5.8%+7.7%0.308%
2/13/2025 NewEdge Advisors LLC894,419$30.22M0.2%-0.1%0.519%
2/13/2025 Everest Management Corp.23,007$777K0.7%N/A0.013%
2/13/2025 Main Street Financial Solutions LLC79,105$2.67M0.3%+5.0%0.046%
2/13/2025 Stenger Family Office LLC10,117$342K0.1%N/A0.006%
2/13/2025 Master S Wealth Management Inc.474,638$16.04M8.6%N/A0.275%
2/13/2025 CreativeOne Wealth LLC69,509$2.35M0.1%+18.4%0.040%
2/13/2025 Mariner LLC610,327$20.62M0.0%+18.7%0.354%
2/13/2025 Peninsula Wealth LLC37,150$1.26M0.2%+1.7%0.022%
2/13/2025 SageView Advisory Group LLC55,165$1.86M0.1%-2.5%0.032%
2/13/2025 Envision Financial Planning LLC410,813$13.88M7.2%+2.6%0.238%
2/13/2025 Townsquare Capital LLC84,671$2.86M0.0%+560.9%0.049%
2/13/2025 Rockefeller Capital Management L.P.179,140$6.05M0.0%+28.4%0.104%
2/13/2025 Glass Jacobson Investment Advisors llc55,986$1.89M0.6%-1.6%0.032%
2/13/2025 EnRich Financial Partners LLC18,734$633K0.2%-3.2%0.011%
2/13/2025 Raymond James Financial Inc.1,614,772$54.56M0.0%N/A0.937%
2/13/2025 Bank of Montreal Can2,118,333$71.58M0.0%+4.1%1.229%
2/13/2025 Envestnet Asset Management Inc.38,231,301$1.29B0.4%+3.6%22.189%
2/13/2025 Wells Fargo & Company MN6,304$213K0.0%+3,652.4%0.004%
2/12/2025 Martin Worley Group17,281$584K0.4%N/A0.010%
2/12/2025 WESCAP Management Group Inc.261,461$8.84M2.1%+72.9%0.152%
2/12/2025 Intrepid Capital Management Inc.384,237$12.98M6.6%+17.7%0.223%
2/12/2025 ARK & TLK Investments LLC9,368$317K0.1%N/A0.005%
2/12/2025 L & S Advisors Inc100,261$3.39M0.4%-3.6%0.058%
2/12/2025 Orion Portfolio Solutions LLC36,626$1.24M0.0%+10.5%0.021%
2/12/2025 Riverchase Wealth Management LLC68,405$2.31M1.7%N/A0.040%
2/12/2025 Hippocratic Financial Advisors LLC456,183$15.41M10.7%N/A0.265%
2/12/2025 AssuredPartners Investment Advisors LLC8,347$282K0.1%N/A0.005%
2/12/2025 JPMorgan Chase & Co.316,217$10.69M0.0%+1.4%0.184%
2/12/2025 Foundation Wealth Management LLC PA184,344$6.23M3.0%N/A0.107%
2/12/2025 Financial Engines Advisors L.L.C.250,425$8.46M0.0%+36.1%0.145%
2/11/2025 Signature Estate & Investment Advisors LLC33,557$1.13M0.0%N/A0.019%
2/11/2025 Syverson Strege & Co499,143$16.87M5.6%-1.2%0.290%
2/11/2025 Jackson Thornton Wealth Management LLC70,480$2.38M0.3%+45.8%0.041%
2/11/2025 Clune & Associates LTD.17,872$604K0.2%N/A0.010%
2/11/2025 LPL Financial LLC320,962$10.85M0.0%+17.4%0.186%
2/11/2025 Samalin Investment Counsel LLC7,866$266K0.1%N/A0.005%
2/11/2025 Plancorp LLC8,713$294K0.0%+20.1%0.005%
2/11/2025 von Borstel & Associates Inc.489,025$16.52M6.5%+51.8%0.284%
2/11/2025 Millstone Evans Group LLC7,788$263K0.2%N/A0.005%
2/11/2025 Elevate Wealth Advisory Inc.8,997$304K0.2%+22.2%0.005%
2/11/2025 Viawealth LLC71,902$2.43M1.5%-3.8%0.042%
2/11/2025 VSM Wealth Advisory LLC1,403$47K0.0%N/A0.001%
2/11/2025 Brooklyn FI LLC87,680$3.03M0.0%N/A0.051%
2/10/2025 Horizon Investments LLC472,149$15.95M0.5%+7.7%0.274%
2/10/2025 Carlson Capital Management74,307$2.51M0.1%-8.0%0.043%
2/10/2025 Dopkins Wealth Management LLC59,108$2.00M1.0%+456.2%0.034%
2/10/2025 Curio Wealth LLC23,362$789K0.4%N/A0.014%
2/10/2025 Signaturefd LLC8,163$276K0.0%+70.0%0.005%
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There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?

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2/10/2025 Robinson Smith Wealth Advisors LLC70,688$2.39M2.0%+27.2%0.041%
2/10/2025 United Wealth Management LLC652,508$22.05M7.4%N/A0.379%
2/10/2025 Harbour Investments Inc.63,611$2.15M0.1%+9.6%0.037%
2/10/2025 Corient Private Wealth LLC2,752,703$93.01M0.2%+27.1%1.598%
2/10/2025 Envestnet Portfolio Solutions Inc.19,305$652K0.0%+11.3%0.011%
2/10/2025 Hutchinson Capital Management CA423,274$14.30M2.7%+0.9%0.246%
2/10/2025 First Financial Group Corp29,079$983K1.1%N/A0.017%
2/10/2025 HMV Wealth Advisors LLC22,700$767K0.8%N/A0.013%
2/10/2025 Northwest Wealth Management LLC49,275$1.67M0.4%+81.1%0.029%
2/10/2025 Phillips Financial Management LLC842,594$28.47M2.2%+71.3%0.489%
(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, 382 institutional investors and hedge funds held shares of Dimensional US High Profitability ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.29B), Mercer Global Advisors Inc. ADV ($1.21B), Merriman Wealth Management LLC ($262.68M), Adero Partners LLC ($233.40M), Forum Financial Management LP ($232.28M), 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 362 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. ($20.93M), Mercer Global Advisors Inc. ADV ($14.72M), Pure Financial Advisors LLC ($4.96M), Forum Financial Management LP ($4.84M), Raymond James Financial Inc. ($3.23M), Corient Private Wealth LLC ($2.41M), and Alesco Advisors LLC ($2.31M).

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

Institutional investors have bought a total of 125,795,676 shares in the last 24 months. This purchase volume represents approximately $3.67B in transactions.

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

Of the 125 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: Mercer Global Advisors Inc. ADV ($2.14M), Carlson Capital Management ($1.42M), Pathstone Family Office LLC ($1.20M), LVZ Inc. ($1.12M), Liberty Wealth Management LLC ($739.79K), Forum Financial Management LP ($605.24K), and Pathstone Holdings LLC ($498.00K).

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

Institutional investors have sold a total of 13,904,555 shares in the last 24 months. This volume of shares sold represents approximately $430.67M in transactions.



This page (NYSEARCA:DUHP) was last updated on 2/22/2025 by MarketBeat.com Staff
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