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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$34.06 +0.44 (+1.31%)
(As of 12/20/2024 04:32 PM ET)
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Institutional Ownership Changes (13F Filings) for Dimensional US High Profitability ETF (NYSEARCA:DUHP)

Number of
Institutional Buyers
(last 12 months)
234
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$151.27M
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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
12/2/2024 Beaird Harris Wealth Management LLC1,255,102$42.76M3.7%+18.0%0.728%
11/18/2024 Rehmann Capital Advisory Group34,911$1.19M0.1%+4.0%0.020%
11/15/2024 LRI Investments LLC9,752$339K0.0%N/A0.006%
11/15/2024 Glass Jacobson Investment Advisors llc56,893$1.94M0.6%+5.2%0.033%
11/15/2024 MML Investors Services LLC70,424$2.40M0.0%+2.8%0.041%
11/15/2024 Orion Portfolio Solutions LLC33,133$1.13M0.0%-12.9%0.019%
11/15/2024 EP Wealth Advisors LLC10,443$356K0.0%N/A0.006%
11/15/2024 Jane Street Group LLC29,078$991K0.0%+76.4%0.017%
11/15/2024 WESCAP Management Group Inc.151,246$5.15M1.3%+37.7%0.088%
11/15/2024 Stifel Financial Corp502,228$17.11M0.0%-1.0%0.291%
11/15/2024 SageView Advisory Group LLC56,568$1.93M0.1%-1.2%0.033%
11/15/2024 Intrepid Capital Management Inc.326,411$11.12M6.2%+7.0%0.189%
11/15/2024 Integrated Wealth Concepts LLC124,455$4.24M0.1%-0.4%0.072%
11/15/2024 Investmark Advisory Group LLC90,873$3.10M1.5%+0.5%0.053%
11/15/2024 HighTower Advisors LLC2,433,746$82.94M0.1%+1.7%1.413%
11/15/2024 True Wealth Design LLC770,937$26.27M10.3%-18.0%0.447%
11/14/2024 Flow Traders U.S. LLC10,747$366K0.0%N/A0.006%
11/14/2024 Captrust Financial Advisors1,827,266$62.26M0.2%-2.2%1.061%
11/14/2024 Kingfisher Capital LLC21,351$727K0.2%+67.4%0.012%
11/14/2024 Rockefeller Capital Management L.P.139,479$4.75M0.0%+1.2%0.081%
11/14/2024 CreativeOne Wealth LLC58,704$2M0.1%N/A0.034%
11/13/2024 Freedom Investment Management Inc.1,443,077$49.17M3.9%+38.6%0.838%
11/13/2024 Townsquare Capital LLC12,811$436K0.0%N/A0.007%
11/13/2024 Carlson Capital Management80,729$2.75M0.1%-12.5%0.047%
11/13/2024 Bank of Montreal Can2,035,864$69.12M0.0%+6.6%1.182%
11/12/2024 Kingsview Wealth Management LLC89,750$3.06M0.1%+13.2%0.052%
11/12/2024 Alesco Advisors LLC2,653,316$90.40M2.8%-0.8%1.540%
11/12/2024 Nwam LLC46,573$1.59M0.1%N/A0.027%
11/12/2024 Raymond James Trust N.A.13,476$459K0.0%+22.9%0.008%
11/12/2024 Altiora Financial Group LLC163,629$5.58M1.2%+122.0%0.095%
11/12/2024 L & S Advisors Inc103,998$3.54M0.4%-3.8%0.060%
11/12/2024 RW Investment Management LLC70,125$2.39M0.3%N/A0.041%
11/8/2024 EverSource Wealth Advisors LLC148,852$5.07M0.3%+8.3%0.086%
11/8/2024 Summit Wealth Group LLC62,865$2.14M0.6%N/A0.036%
11/7/2024 Caprock Group LLC113,681$3.87M0.1%+90.5%0.066%
11/7/2024 Pathstone Holdings LLC2,083,300$70.98M0.3%+1.1%1.209%
11/7/2024 EnRich Financial Partners LLC19,355$659K0.2%-3.7%0.011%
11/7/2024 MB Generational Wealth LLC544,316$18.55M13.4%-0.2%0.316%
11/7/2024 Phillips Financial Management LLC491,990$16.76M1.3%+26.3%0.286%
11/7/2024 Envision Financial Planning LLC400,508$13.65M7.2%+160.8%0.232%
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11/6/2024 Adero Partners LLC6,737,103$229.53M15.2%-0.2%3.910%
11/6/2024 Squire Investment Management Company LLC7,185$245K0.1%N/A0.004%
11/6/2024 OneDigital Investment Advisors LLC1,308,301$44.57M0.5%-4.6%0.759%
11/6/2024 Intelligence Driven Advisers LLC206,352$7.03M1.0%-13.2%0.120%
11/6/2024 Wealthstream Advisors Inc.911,695$31.06M5.6%N/A0.529%
11/6/2024 Dopkins Wealth Management LLC10,628$362K0.3%-43.3%0.006%
11/5/2024 Aptus Capital Advisors LLC2,735$93K0.0%+447.0%0.002%
11/5/2024 Harbour Investments Inc.58,038$1.98M0.1%+260.5%0.034%
11/5/2024 Northwest Wealth Management LLC27,216$927K0.2%+106.9%0.016%
11/4/2024 tru Independence LLC109,465$3.73M1.1%+7.4%0.064%
11/4/2024 TRU Independence Asset Management 2 LLC17,444$594K0.5%N/A0.010%
11/4/2024 Disciplined Investments LLC38,695$1.32M0.7%+106.6%0.022%
11/4/2024 Liberty Wealth Management LLC791,209$26.96M4.6%-47.3%0.459%
11/2/2024 Retirement Solution LLC689,267$23.50M5.7%-2.6%0.400%
11/2/2024 Austin Asset Management Co Inc187,912$6.40M1.3%+260.3%0.109%
11/1/2024 Lauterbach Financial Advisors LLC6,166$210K0.1%N/A0.004%
11/1/2024 Capital Performance Advisors LLP4,550$155K0.0%N/A0.003%
10/31/2024 Bridgewater Advisors Inc.456,654$15.63M1.6%+8.1%0.265%
10/31/2024 Exencial Wealth Advisors LLC560,920$19.11M0.7%+8.8%0.326%
10/31/2024 American Capital Advisory LLC3,415$116K0.1%+354.7%0.002%
10/30/2024 Beacon Financial Advisory LLC12,207$416K0.1%+26.2%0.007%
10/30/2024 Millburn Ridgefield Corp1,025,382$34.94M0.9%-0.2%0.595%
10/30/2024 Lutz Financial Services LLC460,722$15.70M1.3%+3.1%0.267%
10/29/2024 Forum Financial Management LP6,842,864$233.14M3.9%+2.4%3.971%
10/29/2024 Angeles Wealth Management LLC27,500$937K0.1%+17.4%0.016%
10/29/2024 Glassy Mountain Advisors Inc.8,810$300K0.1%+11.4%0.005%
10/29/2024 REDW Wealth LLC375,005$12.78M3.3%-4.0%0.218%
10/29/2024 Pure Financial Advisors LLC4,628,551$157.70M3.8%+35.0%2.686%
10/29/2024 Sollinda Capital Management LLC103,604$3.53M1.0%+1.1%0.060%
10/29/2024 Chicago Partners Investment Group LLC946,950$32.56M1.1%+28.4%0.550%
10/29/2024 Farther Finance Advisors LLC89,083$3.04M0.1%+195.2%0.052%
10/29/2024 Oceanside Advisors LLC522,383$17.80M13.3%+1.8%0.303%
10/28/2024 Summit Wealth Partners LLC15,692$535K0.1%+6.2%0.009%
10/28/2024 HM Payson & Co.6,100$208K0.0%-56.6%0.004%
10/25/2024 Pinnacle Associates Ltd.386,562$13.17M0.2%+3.4%0.224%
10/25/2024 Edge Financial Advisors LLC71,561$2.44M2.2%N/A0.042%
10/25/2024 Fidelis Capital Partners LLC28,637$985K0.1%+58.2%0.017%
10/25/2024 PBMares Wealth Management LLC486,517$16.58M3.5%+30.1%0.282%
10/25/2024 Fortitude Family Office LLC2,673$91K0.0%N/A0.002%
10/24/2024 TCI Wealth Advisors Inc.601,099$20.48M1.7%+22.4%0.349%
10/24/2024 TCP Asset Management LLC348,874$11.89M2.7%+1.1%0.202%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,441$390K0.1%+23.6%0.007%
10/24/2024 Gemmer Asset Management LLC290,552$9.90M1.0%+3.9%0.169%
10/24/2024 Hibernia Wealth Partners LLC6,924$236K0.1%N/A0.004%
10/24/2024 Fischer Investment Strategies LLC460,479$15.69M13.5%-11.9%0.267%
10/24/2024 Kooman & Associates405,599$13.82M5.1%+2.6%0.235%
10/24/2024 Mattern Capital Management LLC8,971$306K0.0%N/A0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC2,567,212$87.47M0.2%+21.4%1.490%
10/24/2024 Arkadios Wealth Advisors200,072$6.82M0.4%+20.7%0.116%
10/23/2024 Allworth Financial LP782,391$26.66M0.2%+22.2%0.454%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
10/23/2024 Strategic Investment Solutions Inc. IL493,242$16.81M5.0%+5.2%0.286%
10/23/2024 Leading Edge Financial Planning LLC767,529$26.15M8.8%+14.7%0.445%
10/23/2024 Global Trust Asset Management LLC34,387$1.17M0.4%-3.8%0.020%
10/23/2024 Index Fund Advisors Inc.25,377$865K0.0%+2.9%0.015%
10/22/2024 BetterWealth LLC774,087$26.37M7.8%+1.2%0.449%
10/22/2024 Maryland Capital Advisors Inc.26,133$890K0.4%+18.6%0.015%
10/22/2024 RCS Financial Planning LLC239,257$8.15M4.5%+0.8%0.139%
10/22/2024 Private Advisor Group LLC95,874$3.27M0.0%+31.6%0.056%
10/22/2024 CPA Asset Management LLC403,372$13.74M6.6%+2.2%0.234%
10/22/2024 Sequoia Financial Advisors LLC966,725$32.94M0.4%+12.1%0.561%
(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, 297 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), Vista Wealth Management Group LLC ($161.79M), and Pure Financial Advisors LLC ($157.70M).Learn more on DUHP's institutional investors.

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

Of the 281 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 ($4.12M), Alesco Advisors LLC ($2.31M), Wealth Enhancement Advisory Services LLC ($2.14M), and Aprio Wealth Management LLC ($2.05M).

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

Institutional investors have bought a total of 123,721,869 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

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

Of the 98 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), Osaic Holdings Inc. ($304.05K), and Vista Wealth Management Group LLC ($267.63K).

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

Institutional investors have sold a total of 9,779,758 shares in the last 24 months. This volume of shares sold represents approximately $282.28M in transactions.


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This page (NYSEARCA:DUHP) was last updated on 12/22/2024 by MarketBeat.com Staff
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