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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$36.20 +0.24 (+0.67%)
As of 05:00 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)
335
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$425.46M
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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
7/3/2025CPA Asset Management LLC430,430$15.31M6.4%+0.3%0.179%
7/3/2025Fiduciary Financial Group LLC231,608$8.29M1.5%+4.2%0.096%
7/2/2025 Helen Stephens Group LLC116,330$4.14M1.0%-1.8%0.048%
6/6/2025Blue Oak Capital LLC225,086$7.46M4.1%-6.3%0.095%
6/3/2025Invst LLC184,809$6.13M0.8%N/A0.078%
5/29/2025Parkshore Wealth Management Inc.164,647$5.46M3.2%+18.6%0.070%
5/21/2025Geneos Wealth Management Inc.6,917$229K0.0%+1,190.5%0.003%
5/20/2025Focus Partners Wealth10,998,637$364.50M0.9%+321.0%4.659%
5/20/2025Integrity Alliance LLC.529,492$17.55M0.7%N/A0.224%
5/19/2025SageView Advisory Group LLC54,481$1.81M0.1%-1.2%0.023%
5/16/2025Signature Estate & Investment Advisors LLC40,468$1.34M0.0%+20.6%0.018%
5/16/2025Kestra Investment Management LLC18,528$614K0.0%+232.3%0.008%
5/16/2025Jones Financial Companies Lllp4,320$143K0.0%-83.4%0.002%
5/16/2025Plancorp LLC10,200$338K0.0%+17.1%0.004%
5/16/2025NewEdge Advisors LLC905,693$30.02M0.2%+1.3%0.393%
5/16/2025Integrated Wealth Concepts LLC477,970$15.84M0.2%+0.6%0.207%
5/16/2025Investmark Advisory Group LLC92,515$3.07M1.5%+1.2%0.040%
5/16/2025Beaird Harris Wealth Management LLC1,484,568$49.20M4.2%+8.8%0.644%
5/16/2025AQR Capital Management LLC25,580$848K0.0%+99.7%0.011%
5/16/2025AlTi Global Inc.1,153,300$38.20M1.0%-7.6%0.500%
5/16/2025Aprio Wealth Management LLC2,406,046$79.74M10.0%-6.4%1.043%
5/15/2025Focus Partners Advisor Solutions LLC2,074,375$68.75M1.0%+21.8%0.899%
5/15/2025Royal Bank of Canada360,125$11.93M0.0%-6.5%0.156%
5/15/2025Betterment LLC103,697$3.44M0.0%+58.2%0.045%
5/15/2025Baird Financial Group Inc.687,746$22.79M0.0%+16.7%0.298%
5/15/2025Tortoise Investment Management LLC103,084$3.42M0.4%+4.0%0.045%
5/14/2025CreativeOne Wealth LLC69,181$2.29M0.1%-0.5%0.030%
5/14/2025Quadcap Wealth Management LLC11,439$379K0.1%-18.1%0.005%
5/14/2025Samalin Investment Counsel LLC27,440$909K0.4%+248.8%0.012%
5/14/2025Envision Financial Planning LLC408,923$13.55M6.9%-0.5%0.177%
5/14/2025WCG Wealth Advisors LLC451,996$14.98M1.1%+4.3%0.196%
5/14/2025Wolfstich Capital LLC79,132$2.72M0.1%-39.4%0.034%
5/14/2025Comerica Bank9,452$313K0.0%-6.5%0.004%
5/14/2025Freedom Investment Management Inc.1,356,105$44.94M3.8%-0.3%0.588%
5/14/2025Northwestern Mutual Wealth Management Co.8,111$269K0.0%-33.8%0.004%
5/14/2025Lionshead Wealth Management LLC14,755$489K0.5%-45.5%0.006%
5/14/2025Sax Wealth Advisors LLC712,489$23.61M1.7%-3.4%0.309%
5/14/2025Kestra Advisory Services LLC153,678$5.09M0.0%-14.0%0.067%
5/14/2025CW Advisors LLC23,350$779K0.0%N/A0.010%
5/14/2025Kaufman Rossin Wealth LLC182,841$6.06M4.3%+3.9%0.079%
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5/14/2025Dorsey & Whitney Trust CO LLC9,370$311K0.0%+36.5%0.004%
5/13/2025RW Investment Management LLC781,622$25.90M3.2%+30.9%0.339%
5/13/2025Raymond James Financial Inc.1,726,763$57.23M0.0%+6.9%0.749%
5/13/2025Oder Investment Management LLC11,220$372K0.3%N/A0.005%
5/13/2025Cresset Asset Management LLC13,427$445K0.0%+11.8%0.006%
5/13/2025Forvis Mazars Wealth Advisors LLC1,358,266$45.01M1.1%-17.2%0.589%
5/13/2025EverSource Wealth Advisors LLC195,428$6.48M0.4%+11.2%0.085%
5/13/2025Horizon Investments LLC469,305$15.55M0.5%-0.6%0.203%
5/13/2025Vestmark Advisory Solutions Inc.1,048,243$34.74M0.9%+12.7%0.454%
5/13/2025WESCAP Management Group Inc.254,767$8.44M2.1%-2.6%0.110%
5/13/2025HighTower Advisors LLC2,384,003$79.01M0.1%-1.2%1.034%
5/12/2025Financial Engines Advisors L.L.C.249,466$8.27M0.0%-0.4%0.108%
5/12/2025Aveo Capital Partners LLC358,457$11.80M1.9%+5.9%0.155%
5/12/2025Robinson Smith Wealth Advisors LLC76,558$2.54M2.1%+8.3%0.033%
5/12/2025Arcadia Wealth Management Inc.68,314$2.26M1.8%+17.7%0.030%
5/12/2025Townsquare Capital LLC73,378$2.43M0.0%-13.3%0.032%
5/12/2025AlphaCore Capital LLC11,367$377K0.0%N/A0.005%
5/12/2025Alesco Advisors LLC2,583,039$85.60M2.7%-1.0%1.120%
5/9/2025Keb Asset Management LLC25,954$860K0.2%+76.3%0.011%
5/9/2025Chicago Partners Investment Group LLC1,005,284$33.09M1.1%+2.5%0.436%
5/9/2025Navigoe LLC13,735$455K0.4%-12.3%0.006%
5/9/2025Warburton Capital Management LLC80,482$2.67M1.9%+19.0%0.035%
5/9/2025Exencial Wealth Advisors LLC669,079$22.17M0.8%+9.1%0.290%
5/9/2025Bouchey Financial Group Ltd2,081,416$68.98M6.2%+1.8%0.902%
5/9/2025Wealthspire Advisors LLC184,804$6.12M0.0%-0.5%0.080%
5/9/2025Atria Wealth Solutions Inc.27,521$912K0.0%+1.2%0.012%
5/9/2025Cary Street Partners Financial LLC9,244$306K0.0%N/A0.004%
5/9/2025Strategic Investment Solutions Inc. IL437,769$14.55M4.2%-17.6%0.190%
5/9/2025Earned Wealth Advisors LLC14,062$466K0.1%+44.8%0.006%
5/9/2025Commonwealth Equity Services LLC1,065,745$35.32M0.0%+2.3%0.462%
5/9/2025L & S Advisors Inc96,388$3.19M0.4%-3.9%0.042%
5/9/2025Liberty Wealth Management LLC2,367,020$78.44M1.4%+202.6%1.026%
5/8/2025Altiora Financial Group LLC173,319$5.74M1.2%+5.5%0.075%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management73,282$2.43M0.1%N/A0.032%
5/8/2025Harbour Investments Inc.21,189$702K0.0%-66.7%0.009%
5/8/2025Modera Wealth Management LLC29,308$971K0.0%+1.1%0.013%
5/8/2025Arkadios Wealth Advisors215,254$7.13M0.3%-11.3%0.093%
5/8/2025Delap Wealth Advisory LLC8,406$279K0.2%N/A0.004%
5/8/2025Squire Investment Management Company LLC12,430$412K0.2%-10.0%0.005%
5/8/2025Meredith Wealth Planning760,626$25.21M11.1%+4.7%0.330%
5/7/2025Lutz Financial Services LLC498,556$16.52M1.4%+5.5%0.216%
5/7/2025Pinnacle Wealth Management Advisory Group LLC364,595$12.08M1.1%-2.2%0.158%
5/7/2025Schubert & Co71,245$2.36M1.6%+19.1%0.031%
5/7/2025Werba Rubin Papier Wealth Management8,821$292K0.1%N/A0.004%
5/7/2025Wealthstream Advisors Inc.1,033,042$34.24M6.4%+3.5%0.448%
5/7/2025LPL Financial LLC394,567$13.08M0.0%+22.9%0.171%
5/7/2025Security Financial Services INC.198,438$6.58M1.3%+2.1%0.086%
5/7/2025Angeles Wealth Management LLC11,478$380K0.0%-46.6%0.005%
5/6/2025Assetmark Inc.2,725$90K0.0%+1,127.5%0.001%
5/6/2025Avantax Advisory Services Inc.15,831$525K0.0%N/A0.007%
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5/6/2025SpringVest Wealth Management LLC24,653$817K0.7%+2.2%0.011%
5/6/2025Pinnacle Associates Ltd.364,595$12.08M0.2%-2.2%0.158%
5/6/2025Maryland Capital Advisors Inc.38,712$1.28M0.6%+21.9%0.017%
5/6/2025AE Wealth Management LLC659,989$21.87M0.2%+9.2%0.286%
5/6/2025Abel Hall LLC267,438$8.86M5.3%+3.4%0.116%
5/6/2025Summit Wealth Partners LLC12,451$413K0.1%+5.0%0.005%
5/6/2025Efficient Advisors LLC1,158,622$38.40M2.3%-1.2%0.502%
5/6/2025PFG Advisors83,285$2.76M0.2%+8.0%0.036%
5/6/2025Integrity Investment Advisors LLC150,422$4.99M4.6%N/A0.065%
5/5/2025Arcadia Wealth Management LLC47,625$1.58M0.8%+3.5%0.021%
(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, 416 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 ($203.12M).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 394 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 ($5.24M), Forum Financial Management LP ($4.23M), Raymond James Financial Inc. ($3.34M), and Corient Private Wealth LLC ($2.41M).

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

Institutional investors have bought a total of 65,713,986 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

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

Of the 128 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), Liberty Wealth Management LLC ($719.22K), BetterWealth LLC ($627.35K), Pathstone Holdings LLC ($498.00K), Forum Financial Management LP ($485.55K), and Forvis Mazars Wealth Advisors LLC ($454.58K).

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

Institutional investors have sold a total of 12,723,749 shares in the last 24 months. This volume of shares sold represents approximately $425.46M in transactions.


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This page (NYSEARCA:DUHP) was last updated on 7/3/2025 by MarketBeat.com Staff
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