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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$33.71 -0.16 (-0.47%)
As of 03:47 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)
334
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$424.88M
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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
5/21/2025 Geneos Wealth Management Inc.6,917$229K0.0%+1,190.5%0.003%
5/20/2025 Focus Partners Wealth10,998,637$364.50M0.9%+321.0%4.659%
5/20/2025 Integrity Alliance LLC.529,492$17.55M0.7%N/A0.224%
5/19/2025 SageView Advisory Group LLC54,481$1.81M0.1%-1.2%0.023%
5/16/2025 Signature Estate & Investment Advisors LLC40,468$1.34M0.0%+20.6%0.018%
5/16/2025 Kestra Investment Management LLC18,528$614K0.0%+232.3%0.008%
5/16/2025 Jones Financial Companies Lllp4,320$143K0.0%-83.4%0.002%
5/16/2025 Plancorp LLC10,200$338K0.0%+17.1%0.004%
5/16/2025 NewEdge Advisors LLC905,693$30.02M0.2%+1.3%0.393%
5/16/2025 Integrated Wealth Concepts LLC477,970$15.84M0.2%+0.6%0.207%
5/16/2025 Investmark Advisory Group LLC92,515$3.07M1.5%+1.2%0.040%
5/16/2025 Beaird Harris Wealth Management LLC1,484,568$49.20M4.2%+8.8%0.644%
5/16/2025 AQR Capital Management LLC25,580$848K0.0%+99.7%0.011%
5/16/2025 AlTi Global Inc.1,153,300$38.20M1.0%-7.6%0.500%
5/16/2025 Aprio Wealth Management LLC2,406,046$79.74M10.0%-6.4%1.043%
5/15/2025 Focus Partners Advisor Solutions LLC2,074,375$68.75M1.0%+21.8%0.899%
5/15/2025 Royal Bank of Canada360,125$11.93M0.0%-6.5%0.156%
5/15/2025 Betterment LLC103,697$3.44M0.0%+58.2%0.045%
5/15/2025 Baird Financial Group Inc.687,746$22.79M0.0%+16.7%0.298%
5/15/2025 Tortoise Investment Management LLC103,084$3.42M0.4%+4.0%0.045%
5/14/2025 CreativeOne Wealth LLC69,181$2.29M0.1%-0.5%0.030%
5/14/2025 Quadcap Wealth Management LLC11,439$379K0.1%-18.1%0.005%
5/14/2025 Samalin Investment Counsel LLC27,440$909K0.4%+248.8%0.012%
5/14/2025 Envision Financial Planning LLC408,923$13.55M6.9%-0.5%0.177%
5/14/2025 WCG Wealth Advisors LLC451,996$14.98M1.1%+4.3%0.196%
5/14/2025 Wolfstich Capital LLC79,132$2.72M0.1%-39.4%0.034%
5/14/2025 Comerica Bank9,452$313K0.0%-6.5%0.004%
5/14/2025 Freedom Investment Management Inc.1,356,105$44.94M3.8%-0.3%0.588%
5/14/2025 Northwestern Mutual Wealth Management Co.8,111$269K0.0%-33.8%0.004%
5/14/2025 Lionshead Wealth Management LLC14,755$489K0.5%-45.5%0.006%
5/14/2025 Sax Wealth Advisors LLC712,489$23.61M1.7%-3.4%0.309%
5/14/2025 Kestra Advisory Services LLC153,678$5.09M0.0%-14.0%0.067%
5/14/2025 CW Advisors LLC23,350$779K0.0%N/A0.010%
5/14/2025 Kaufman Rossin Wealth LLC182,841$6.06M4.3%+3.9%0.079%
5/14/2025 Dorsey & Whitney Trust CO LLC9,370$311K0.0%+36.5%0.004%
5/13/2025 RW Investment Management LLC781,622$25.90M3.2%+30.9%0.339%
5/13/2025 Raymond James Financial Inc.1,726,763$57.23M0.0%+6.9%0.749%
5/13/2025 Oder Investment Management LLC11,220$372K0.3%N/A0.005%
5/13/2025 Cresset Asset Management LLC13,427$445K0.0%+11.8%0.006%
5/13/2025 Forvis Mazars Wealth Advisors LLC1,358,266$45.01M1.1%-17.2%0.589%
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5/13/2025 EverSource Wealth Advisors LLC195,428$6.48M0.4%+11.2%0.085%
5/13/2025 Horizon Investments LLC469,305$15.55M0.5%-0.6%0.203%
5/13/2025 Vestmark Advisory Solutions Inc.1,048,243$34.74M0.9%+12.7%0.454%
5/13/2025 WESCAP Management Group Inc.254,767$8.44M2.1%-2.6%0.110%
5/13/2025 HighTower Advisors LLC2,384,003$79.01M0.1%-1.2%1.034%
5/12/2025 Financial Engines Advisors L.L.C.249,466$8.27M0.0%-0.4%0.108%
5/12/2025 Aveo Capital Partners LLC358,457$11.80M1.9%+5.9%0.155%
5/12/2025 Robinson Smith Wealth Advisors LLC76,558$2.54M2.1%+8.3%0.033%
5/12/2025 Arcadia Wealth Management Inc.68,314$2.26M1.8%+17.7%0.030%
5/12/2025 Townsquare Capital LLC73,378$2.43M0.0%-13.3%0.032%
5/12/2025 AlphaCore Capital LLC11,367$377K0.0%N/A0.005%
5/12/2025 Alesco Advisors LLC2,583,039$85.60M2.7%-1.0%1.120%
5/9/2025 Keb Asset Management LLC25,954$860K0.2%+76.3%0.011%
5/9/2025 Chicago Partners Investment Group LLC1,005,284$33.09M1.1%+2.5%0.436%
5/9/2025 Navigoe LLC13,735$455K0.4%-12.3%0.006%
5/9/2025 Warburton Capital Management LLC80,482$2.67M1.9%+19.0%0.035%
5/9/2025 Exencial Wealth Advisors LLC669,079$22.17M0.8%+9.1%0.290%
5/9/2025 Bouchey Financial Group Ltd2,081,416$68.98M6.2%+1.8%0.902%
5/9/2025 Wealthspire Advisors LLC184,804$6.12M0.0%-0.5%0.080%
5/9/2025 Atria Wealth Solutions Inc.27,521$912K0.0%+1.2%0.012%
5/9/2025 Cary Street Partners Financial LLC9,244$306K0.0%N/A0.004%
5/9/2025 Strategic Investment Solutions Inc. IL437,769$14.55M4.2%-17.6%0.190%
5/9/2025 Earned Wealth Advisors LLC14,062$466K0.1%+44.8%0.006%
5/9/2025 Commonwealth Equity Services LLC1,065,745$35.32M0.0%+2.3%0.462%
5/9/2025 L & S Advisors Inc96,388$3.19M0.4%-3.9%0.042%
5/9/2025 Liberty Wealth Management LLC2,367,020$78.44M1.4%+202.6%1.026%
5/8/2025 Altiora Financial Group LLC173,319$5.74M1.2%+5.5%0.075%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management73,282$2.43M0.1%N/A0.032%
5/8/2025 Harbour Investments Inc.21,189$702K0.0%-66.7%0.009%
5/8/2025 Modera Wealth Management LLC29,308$971K0.0%+1.1%0.013%
5/8/2025 Arkadios Wealth Advisors215,254$7.13M0.3%-11.3%0.093%
5/8/2025 Delap Wealth Advisory LLC8,406$279K0.2%N/A0.004%
5/8/2025 Squire Investment Management Company LLC12,430$412K0.2%-10.0%0.005%
5/8/2025 Meredith Wealth Planning760,626$25.21M11.1%+4.7%0.330%
5/7/2025 Lutz Financial Services LLC498,556$16.52M1.4%+5.5%0.216%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC364,595$12.08M1.1%-2.2%0.158%
5/7/2025 Schubert & Co71,245$2.36M1.6%+19.1%0.031%
5/7/2025 Werba Rubin Papier Wealth Management8,821$292K0.1%N/A0.004%
5/7/2025 Wealthstream Advisors Inc.1,033,042$34.24M6.4%+3.5%0.448%
5/7/2025 LPL Financial LLC394,567$13.08M0.0%+22.9%0.171%
5/7/2025 Security Financial Services INC.198,438$6.58M1.3%+2.1%0.086%
5/7/2025 Angeles Wealth Management LLC11,478$380K0.0%-46.6%0.005%
5/6/2025 Assetmark Inc.2,725$90K0.0%+1,127.5%0.001%
5/6/2025 Avantax Advisory Services Inc.15,831$525K0.0%N/A0.007%
5/6/2025 SpringVest Wealth Management LLC24,653$817K0.7%+2.2%0.011%
5/6/2025 Pinnacle Associates Ltd.364,595$12.08M0.2%-2.2%0.158%
5/6/2025 Maryland Capital Advisors Inc.38,712$1.28M0.6%+21.9%0.017%
5/6/2025 AE Wealth Management LLC659,989$21.87M0.2%+9.2%0.286%
5/6/2025 Abel Hall LLC267,438$8.86M5.3%+3.4%0.116%
5/6/2025 Summit Wealth Partners LLC12,451$413K0.1%+5.0%0.005%
Watch This Robotics Demo Before July 23rd (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

5/6/2025 Efficient Advisors LLC1,158,622$38.40M2.3%-1.2%0.502%
5/6/2025 PFG Advisors83,285$2.76M0.2%+8.0%0.036%
5/6/2025 Integrity Investment Advisors LLC150,422$4.99M4.6%N/A0.065%
5/5/2025 Arcadia Wealth Management LLC47,625$1.58M0.8%+3.5%0.021%
5/5/2025 Lauterbach Financial Advisors LLC7,785$258K0.2%+10.8%0.003%
5/5/2025 Csenge Advisory Group14,367$450K0.0%+5.1%0.006%
5/5/2025 Private Advisor Group LLC115,569$3.83M0.0%-2.3%0.050%
5/5/2025 Nwam LLC34,910$1.16M0.1%-27.9%0.015%
5/5/2025 Riverchase Wealth Management LLC239,627$7.94M5.6%+250.3%0.104%
5/2/2025 Midwest Heritage Bank FSB458,117$15.18M6.3%+47.1%0.199%
(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, 415 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 DUHP's institutional investors.

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

Of the 394 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. ($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 131,154,602 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

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

Of the 155 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: Envestnet Asset Management Inc. ($3.20M), Mercer Global Advisors Inc. ADV ($2.14M), Carlson Capital Management ($1.42M), Pathstone Family Office LLC ($1.20M), LVZ Inc. ($1.15M), Liberty Wealth Management LLC ($739.79K), and BetterWealth LLC ($653.84K).

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

Institutional investors have sold a total of 18,723,602 shares in the last 24 months. This volume of shares sold represents approximately $593.48M in transactions.



This page (NYSEARCA:DUHP) was last updated on 5/23/2025 by MarketBeat.com Staff
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