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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$31.56 -0.12 (-0.38%)
Closing price 04/15/2025 04:10 PM Eastern
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$31.56 0.00 (-0.02%)
As of 04/15/2025 04:14 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)
310
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$277.86M
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DUHP Institutional Buying and Selling by Quarter

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Dimensional US High Profitability ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Two West Capital Advisors LLC84,941$2.66M2.2%+5.1%0.037%
4/15/2025Millburn Ridgefield LLC DE 1,132,910$37.55M0.9%+10.5%0.497%
4/15/2025Integrated Advisors Network LLC27,157$900K0.0%N/A0.012%
4/15/2025Vestment Financial LLC213,100$7.08M5.1%+10.8%0.094%
4/15/2025Fiduciary Financial Group LLC222,194$6.85M1.5%+9.5%0.097%
4/15/2025Simplicity Wealth LLC82,383$2.73M0.2%N/A0.036%
4/15/2025Wealthcare Advisory Partners LLC42,998$1.43M0.0%+8.5%0.019%
4/15/2025Signet Financial Management LLC108,254$3.59M0.5%-18.7%0.048%
4/14/2025 Farther Finance Advisors LLC69,042$2.29M0.1%-1.6%0.030%
4/14/2025 Clarity Capital Advisors LLC7,701$255K0.2%N/A0.003%
4/14/2025 Black Point Wealth Management11,762$390K2.3%-88.5%0.005%
4/14/2025 Cherrydale Wealth Management LLC43,139$1.43M0.6%+4.0%0.019%
4/14/2025 25 LLC18,281$606K0.3%-7.3%0.008%
4/14/2025 Park Avenue Securities LLC1,787,044$59.22M0.7%+5.4%0.784%
4/14/2025 Gemmer Asset Management LLC313,069$10.38M1.0%-1.0%0.137%
4/11/2025 Strategent Financial LLC56,770$1.88M1.7%+114.3%0.025%
4/11/2025 City State Bank39,699$1.32M0.4%+157.1%0.017%
4/11/2025 Disciplined Investments LLC99,267$3.29M1.5%+116.5%0.044%
4/11/2025 Ullmann Wealth Partners Group LLC1,176,015$38.97M5.2%-2.5%0.516%
4/11/2025 Foster Group Inc.2,036,741$67.50M2.5%+0.4%0.894%
4/10/2025 Firethorn Wealth Partners LLC60,092$1.99M1.0%+1.8%0.026%
4/10/2025 Apella Capital LLC1,429,319$45.51M1.6%+168.6%0.627%
4/10/2025 Level Financial Advisors359,458$11.91M4.0%+3.8%0.158%
4/9/2025 RFG Advisory LLC335,400$11.12M0.3%+19.8%0.147%
4/9/2025 Merit Financial Group LLC6,468$214K0.0%N/A0.003%
4/9/2025 Arlington Financial Advisors LLC482,687$16.00M2.8%+2.0%0.212%
4/9/2025 Quad Cities Investment Group LLC11,369$377K0.2%+7.6%0.005%
4/9/2025 Archer Investment Management LLC11,850$393K0.3%-37.6%0.005%
4/9/2025 West Financial Advisors LLC390,424$12.94M2.5%-0.9%0.171%
4/9/2025 Websterrogers Financial Advisors LLC392,588$13.01M4.4%-1.0%0.172%
4/8/2025 Weinberger Asset Management Inc255,501$8.47M3.6%-0.6%0.112%
4/8/2025 Avondale Wealth Management38,439$1.27M0.8%-4.2%0.017%
4/8/2025 Waycross Investment Management Co200,276$6.64M7.5%-2.0%0.088%
4/7/2025 Benchmark Wealth Management LLC20,929$694K0.3%N/A0.009%
4/7/2025 AdvisorNet Financial Inc393,164$13.03M1.0%+3.5%0.173%
3/17/2025Wealth Enhancement Advisory Services LLC2,696,058$91.10M0.2%+5.0%1.213%
3/14/2025Tableaux LLC164,824$5.57M4.6%N/A0.074%
3/13/2025Silver Oak Wealth Advisors Services LLC221,084$7.47M6.6%N/A0.099%
3/10/2025SpringVest Wealth Management LLC24,120$815K0.7%N/A0.011%
3/6/2025Arcadia Wealth Management Inc.58,044$1.96M1.7%N/A0.026%
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3/6/2025Wood Tarver Financial Group LLC3,564$120K0.0%N/A0.002%
2/28/2025Brooklyn FI LLC87,680$3.03M0.5%N/A0.051%
2/20/2025Forum 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%
2/19/2025WCG Wealth Advisors LLC433,325$14.64M1.0%+3.3%0.251%
2/18/2025Investmark Advisory Group LLC91,457$3.09M1.5%+0.6%0.053%
2/18/2025Legacy Financial Group Inc.419,693$14.18M4.6%+8.3%0.244%
2/18/2025Focus Partners Advisor Solutions LLC1,703,733$57.57M1.0%+25.1%0.989%
2/17/2025Vestment Financial LLC192,346$6.51M5.0%N/A0.112%
2/17/2025Safeguard Investment Advisory Group LLC1,446,650$48.88M13.4%+2.2%0.840%
2/17/2025Quadcap Wealth Management LLC13,962$472K0.1%+20.7%0.008%
2/17/2025Pathstone Holdings LLC1,585,296$53.69M0.2%-23.9%0.920%
2/17/2025Morse Asset Management Inc2,351$79K0.0%N/A0.001%
2/17/2025Lionshead Wealth Management LLC27,084$915K0.7%N/A0.016%
2/17/2025Focus Partners Wealth2,612,433$88.27M0.2%+12.4%1.516%
2/17/2025EP Wealth Advisors LLC9,747$329K0.0%-6.7%0.006%
2/17/2025Cetera Investment Advisers6,969$235K0.0%N/A0.004%
2/17/2025Captrust Financial Advisors1,787,914$60.41M0.2%-2.2%1.038%
2/17/2025Cardiff Park Advisors LLC213,030$7.20M0.7%+0.1%0.124%
2/17/2025Baird Financial Group Inc.589,187$19.91M0.0%+22.7%0.342%
2/17/2025Bank of America Corp DE1,016,739$34.36M0.0%+19.7%0.590%
2/17/2025AlTi Global Inc.1,248,100$42.56M1.0%+78.1%0.724%
2/14/2025ArborFi Advisors LLC155,797$5.26M5.3%N/A0.090%
2/14/2025Mercer Global Advisors Inc. ADV35,688,280$1.21B2.9%-5.6%20.713%
2/14/2025Jane Street Group LLC44,273$1.50M0.0%+52.3%0.026%
2/14/2025Rehmann Capital Advisory Group38,352$1.30M0.1%+9.9%0.022%
2/14/2025Navigoe LLC15,664$529K0.5%N/A0.009%
2/14/2025Fischer Investment Strategies LLC418,327$14.14M11.2%-9.2%0.243%
2/14/2025Northern Trust Corp23,469$793K0.0%-1.5%0.014%
2/14/2025Parkshore Wealth Management Inc.138,808$4.69M2.8%N/A0.081%
2/14/2025Beacon Pointe Advisors LLC792,120$26.77M0.3%-0.7%0.460%
2/14/2025Betterment LLC65,554$2.22M0.0%+82.5%0.038%
2/14/2025Integrated Wealth Concepts LLC475,305$16.06M0.2%+281.9%0.276%
2/14/2025MGO One Seven LLC16,587$560K0.0%+1.7%0.010%
2/14/2025IHT Wealth Management LLC15,139$512K0.0%+5.1%0.009%
2/14/2025Stifel Financial Corp494,592$16.71M0.0%-1.5%0.287%
2/14/2025OneDigital Investment Advisors LLC1,188,598$40.16M0.5%-9.1%0.690%
2/14/2025Landing Point Financial Group LLC14,024$493K0.4%N/A0.008%
2/14/2025MML Investors Services LLC76,416$2.58M0.0%+8.5%0.044%
2/14/2025Forum Financial Management LP6,753,721$228.21M3.8%-1.3%3.920%
2/14/2025Freedom Investment Management Inc.1,359,855$45.95M3.8%-5.8%0.789%
2/14/2025GeoWealth Management LLC33,002$1.12M0.0%+58.8%0.019%
2/14/2025Bridge Generations Wealth Management LLC140,855$4.76M3.1%N/A0.082%
2/13/2025Strategic Investment Solutions Inc. IL531,146$17.95M5.8%+7.7%0.308%
2/13/2025NewEdge Advisors LLC894,419$30.22M0.2%-0.1%0.519%
2/13/2025 Everest Management Corp.23,007$777K0.7%N/A0.013%
2/13/2025Main Street Financial Solutions LLC79,105$2.67M0.3%+5.0%0.046%
2/13/2025Stenger Family Office LLC10,117$342K0.1%N/A0.006%
2/13/2025Master S Wealth Management Inc.474,638$16.04M8.6%N/A0.275%
2/13/2025CreativeOne Wealth LLC69,509$2.35M0.1%+18.4%0.040%
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2/13/2025Mariner LLC610,327$20.62M0.0%+18.7%0.354%
2/13/2025Peninsula Wealth LLC37,150$1.26M0.2%+1.7%0.022%
2/13/2025SageView Advisory Group LLC55,165$1.86M0.1%-2.5%0.032%
2/13/2025Envision Financial Planning LLC410,813$13.88M7.2%+2.6%0.238%
2/13/2025Townsquare Capital LLC84,671$2.86M0.0%+560.9%0.049%
2/13/2025Rockefeller 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%
2/13/2025EnRich Financial Partners LLC18,734$633K0.2%-3.2%0.011%
2/13/2025Raymond James Financial Inc.1,614,772$54.56M0.0%N/A0.937%
2/13/2025Bank of Montreal Can2,118,333$71.58M0.0%+4.1%1.229%
(Data available from 1/1/2016 forward)

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DUHP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUHP shares?

During the previous two years, 389 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 369 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), Forum Financial Management LP ($4.84M), Pure Financial Advisors LLC ($4.58M), 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 125,107,150 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 129 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 14,077,327 shares in the last 24 months. This volume of shares sold represents approximately $436.40M in transactions.



This page (NYSEARCA:DUHP) was last updated on 4/16/2025 by MarketBeat.com Staff
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