Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$37.03 +0.05 (+0.14%)
Closing price 04:10 PM Eastern
Extended Trading
$37.02 -0.01 (-0.03%)
As of 06:27 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$499.71M
Get DUHP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US High Profitability ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DUHP Institutional Buying and Selling by Quarter

Dimensional US High Profitability ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC270,615$9.62M0.1%+388.2%0.109%
8/21/2025 Clarion Wealth Managment Partners LLC5,664$201K0.2%N/A0.002%
8/18/2025 Geneos Wealth Management Inc.7,278$259K0.0%+5.2%0.003%
8/18/2025 Hollencrest Capital Management5,449$194K0.0%N/A0.002%
8/18/2025 Kestra Investment Management LLC39,438$1.40M0.0%+112.9%0.016%
8/15/2025 Tower Research Capital LLC TRC 17,675$629K0.0%N/A0.007%
8/15/2025 Binnacle Investments Inc238,649$8.49M5.5%+5.1%0.096%
8/15/2025 Corient Private Wealth LLC2,899,444$103.10M0.1%+0.8%1.169%
8/15/2025 Captrust Financial Advisors1,747,750$62.15M0.1%+0.4%0.704%
8/15/2025 Orion Porfolio Solutions LLC270,615$9.62M0.1%+388.2%0.109%
8/15/2025 MML Investors Services LLC126,706$4.51M0.0%-5.9%0.051%
8/15/2025 Great Valley Advisor Group Inc.42,338$1.51M0.0%+157.2%0.017%
8/15/2025 EP Wealth Advisors LLC46,101$1.64M0.0%+372.5%0.019%
8/15/2025 Envision Financial Planning LLC406,013$14.44M6.8%-0.7%0.164%
8/15/2025 Bank of America Corp DE1,101,140$39.16M0.0%+12.2%0.444%
8/14/2025 Raymond James Financial Inc.1,985,660$70.61M0.0%+15.0%0.800%
8/14/2025 Betterment LLC169,952$6.04M0.0%+63.9%0.069%
8/14/2025 Quantinno Capital Management LP29,715$1.06M0.0%N/A0.012%
8/14/2025 Main Street Financial Solutions LLC82,439$2.93M0.2%+6.4%0.033%
8/14/2025 Sei Investments Co.20,775$739K0.0%N/A0.008%
8/14/2025 NewEdge Advisors LLC795,236$28.28M0.1%-12.2%0.321%
8/14/2025 Qube Research & Technologies Ltd71,352$2.54M0.0%-1.0%0.029%
8/14/2025 Acorn Wealth Advisors LLC44,083$1.57M0.6%+13.7%0.018%
8/14/2025 Balance Wealth LLC47,793$1.70M1.0%+141.6%0.019%
8/14/2025 Cary Street Partners Financial LLC14,408$512K0.0%+55.9%0.006%
8/14/2025 Daner Wealth Management LLC47,118$1.73M1.2%N/A0.019%
8/13/2025 United Wealth Management LLC721,458$25.66M7.4%+1.6%0.291%
8/13/2025 Flow Traders U.S. LLC11,741$418K0.0%N/A0.005%
8/13/2025 Vance Wealth LLC237,485$8.45M2.8%+11.3%0.096%
8/13/2025 SageView Advisory Group LLC53,340$1.95M0.1%-2.1%0.021%
8/13/2025 Cresset Asset Management LLC11,352$404K0.0%-15.5%0.005%
8/13/2025 Brown Advisory Inc.8,833$314K0.0%-8.6%0.004%
8/13/2025 M Holdings Securities Inc.103,079$3.64M0.6%N/A0.042%
8/13/2025 GeoWealth Management LLC722,762$25.70M1.0%+1,302.1%0.291%
8/13/2025 Baird Financial Group Inc.692,702$24.63M0.0%+0.7%0.279%
8/13/2025 EverSource Wealth Advisors LLC237,070$8.43M0.4%+21.3%0.096%
8/13/2025 CW Advisors LLC24,580$874K0.0%+5.3%0.010%
8/13/2025 Argyle Capital Partners LLC36,935$1.31M1.1%+1.3%0.015%
8/13/2025 WCG Wealth Advisors LLC487,190$17.32M1.1%+7.8%0.196%
8/13/2025 Beacon Pointe Advisors LLC905,461$32.20M0.3%+3.5%0.365%
Capital Gains Tax Strategies for Seniors (Ad)

Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.tc pixel

Click here to see the three strategies and get matched with a financial advisor today.
8/13/2025 ARK & TLK Investments LLC14,618$520K0.2%+56.0%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.27,996$996K0.0%+245.2%0.011%
8/13/2025 Choreo LLC7,711$274K0.0%N/A0.003%
8/12/2025 Viawealth LLC57,604$2.05M1.2%-19.6%0.023%
8/12/2025 Laurel Wealth Advisors LLC22,581$803K0.0%+3,456.1%0.009%
8/12/2025 Steward Partners Investment Advisory LLC19,562$696K0.0%-17.0%0.008%
8/12/2025 Burk Holdings LLC323,888$11.52M7.2%N/A0.131%
8/12/2025 Quadcap Wealth Management LLC14,548$517K0.1%+27.2%0.006%
8/12/2025 Global Retirement Partners LLC18,864$671K0.0%N/A0.008%
8/12/2025 TCP Asset Management LLC375,731$13.36M2.6%+2.9%0.151%
8/12/2025 Waterloo Capital L.P.150,129$5.34M0.4%N/A0.061%
8/12/2025 Legacy Financial Group Inc.448,307$15.94M4.7%+2.7%0.181%
8/12/2025 AlphaCore Capital LLC17,565$625K0.0%+54.5%0.007%
8/12/2025 JPMorgan Chase & Co.419,311$14.91M0.0%+13.6%0.169%
8/12/2025 Lionshead Wealth Management LLC19,002$676K0.6%+28.8%0.008%
8/11/2025 VSM Wealth Advisory LLC1,000$36K0.0%-32.1%0.000%
8/11/2025 Wealthspire Advisors LLC172,208$6.12M0.0%-6.8%0.070%
8/11/2025 Dorsey & Whitney Trust CO LLC21,817$776K0.0%+132.8%0.009%
8/11/2025 Root Financial Partners LLC439,088$15.61M1.5%+107.1%0.179%
8/11/2025 Foundation Wealth Management LLC PA218,954$7.79M3.4%+10.3%0.089%
8/8/2025 Tortoise Investment Management LLC108,363$3.85M0.4%+5.1%0.044%
8/8/2025 Kingsview Wealth Management LLC129,281$4.60M0.1%+0.5%0.053%
8/8/2025 Cetera Investment Advisers8,501$302K0.0%N/A0.003%
8/8/2025 Creative Planning72,077$2.56M0.0%-19.3%0.029%
8/8/2025 Altiora Financial Group LLC165,296$5.88M1.1%-4.6%0.068%
8/8/2025 Security Financial Services INC.203,838$7.25M1.3%+2.7%0.083%
8/8/2025 L & S Advisors Inc106,992$3.81M0.4%+11.0%0.044%
8/8/2025 Good Life Advisors LLC67,741$2.41M0.2%+2.4%0.028%
8/8/2025 Bouchey Financial Group Ltd2,101,350$74.72M6.2%+1.0%0.858%
8/7/2025 Nwam LLC35,982$1.28M0.1%+3.1%0.015%
8/7/2025 Timonier Family Office LTD.909,134$32.33M12.1%+12.9%0.371%
8/7/2025 Samalin Investment Counsel LLC28,580$1.02M0.4%+4.2%0.012%
8/7/2025 Retirement Solution LLC1,289,696$45.86M11.7%+0.8%0.527%
8/7/2025 Allworth Financial LP1,030,342$36.64M0.2%+21.6%0.421%
8/7/2025 Altman Advisors Inc.21,289$762K0.3%N/A0.009%
8/7/2025 Fidelis Capital Partners LLC66,294$2.41M0.2%-1.9%0.027%
8/7/2025 PFG Advisors89,073$3.17M0.1%+6.9%0.036%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC395,316$14.06M1.2%+8.4%0.161%
8/7/2025 Efficient Advisors LLC1,265,028$44.98M2.7%+9.2%0.517%
8/7/2025 WESCAP Management Group Inc.213,025$7.58M1.7%-16.4%0.087%
8/6/2025 True Wealth Design LLC703,846$25.03M8.8%-7.8%0.288%
8/6/2025 AE Wealth Management LLC756,608$26.91M0.2%+14.6%0.309%
8/6/2025 Vestmark Advisory Solutions Inc.2,223,094$79.05M1.1%+112.1%0.908%
8/6/2025 Savant Capital LLC119,919$4.26M0.0%-6.8%0.049%
8/6/2025 Summit Wealth Group LLC76,233$2.71M0.7%+2.6%0.031%
8/6/2025 Able Wealth Management LLC6,054$215K0.1%N/A0.002%
8/6/2025 Robinson Smith Wealth Advisors LLC89,798$3.19M2.6%+17.3%0.037%
8/5/2025 Bridgewater Advisors Inc.765,808$27.85M2.1%+7.1%0.313%
8/5/2025 Bank of Montreal Can2,379,974$84.63M0.0%+6.9%0.972%
8/5/2025 Hutchens & Kramer Investment Management Group LLC15,564$557K0.3%-23.3%0.006%
NVIDIA's Worst Nightmare? (Ad)

$2 TRILLION Quantum Gold Rush While everyone fights over expensive AI stocks... McKinsey just revealed the REAL fortune they expect to come from quantum computing - a $2 trillion explosion by 2035. The kicker? One company is America's FIRST commercial supplier of the material that makes it possible.tc pixel

Click here to learn how to get the ticker symbol <<<
8/5/2025 Everest Management Corp.23,566$838K0.6%+2.4%0.010%
8/4/2025 Syverson Strege & Co507,895$18.06M4.3%+3.1%0.207%
8/4/2025 Integrity Alliance LLC.540,013$19.20M1.0%+2.0%0.221%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,259$400K0.1%-4.3%0.005%
8/4/2025 Earned Wealth Advisors LLC11,327$403K0.1%-19.4%0.005%
8/4/2025 ArborFi Advisors LLC179,222$6.37M5.6%+8.2%0.073%
8/4/2025 Pinnacle Associates Ltd.395,316$14.06M0.2%+8.4%0.161%
8/4/2025 REDW Wealth LLC267,625$9.52M3.8%-4.1%0.109%
8/4/2025 Hutchinson Capital Management CA426,889$15.18M2.8%+2.0%0.174%
8/4/2025 Savvy Advisors Inc.5,916$210K0.0%N/A0.002%
(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, 446 institutional investors and hedge funds held shares of Dimensional US High Profitability ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.30B), Mercer Global Advisors Inc. ADV ($1.21B), Focus Partners Wealth ($364.50M), Merriman Wealth Management LLC ($262.68M), Forum Financial Management LP ($254.94M), Adero Partners LLC ($233.59M), 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 425 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. ($11.76M), Focus Partners Wealth ($8.67M), Mercer Global Advisors Inc. ADV ($6.88M), Pure Financial Advisors LLC ($5.00M), Raymond James Financial Inc. ($3.60M), Wealth Enhancement Advisory Services LLC ($2.45M), and Corient Private Wealth LLC ($2.43M).

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

Institutional investors have bought a total of 65,533,297 shares in the last 24 months. This purchase volume represents approximately $2.23B in transactions.

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

Of the 149 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 ($769.33K), BetterWealth LLC ($627.19K), Forvis Mazars Wealth Advisors LLC ($603.92K), 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 14,726,257 shares in the last 24 months. This volume of shares sold represents approximately $499.71M in transactions.


Related Companies

This page (NYSEARCA:DUHP) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
NVIDIA's Worst Nightmare?
$2 TRILLION Quantum Gold Rush While everyone fights over expensive AI stocks... McKinsey just revealed the ...
The Oxford Club | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
What Are Some Strategies to Help Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Trump’s national nightmare is here
AI is no longer just about chatbots — it’s becoming the backbone of the global economy. While U.S. firms push ...
Porter & Company | Sponsoredtc pixel