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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
328
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$393.54M
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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
5/1/2025Legacy Financial Group Inc.436,312$14.46M4.6%+4.0%0.189%
5/1/2025CWM LLC43,335$1.44M0.0%+37.1%0.019%
5/1/2025United Wealth Management LLC709,926$23.53M7.4%+8.8%0.308%
5/1/2025Satovsky Asset Management LLC1,286,269$42.63M9.5%-0.4%0.558%
5/1/2025Acorn Wealth Advisors LLC38,766$1.29M0.5%+6.6%0.017%
5/1/2025Bridge Generations Wealth Management LLC146,772$4.86M3.1%+4.2%0.064%
5/1/2025Hippocratic Financial Advisors LLC499,943$16.57M9.9%+9.6%0.217%
5/1/2025Fidelis Capital Partners LLC67,549$2.18M0.2%+60.4%0.029%
4/30/2025 Christopher J. Hasenberg Inc866,726$28.76M11.9%+24.2%0.376%
4/30/2025 Phillips Financial Management LLC985,640$32.66M2.5%+17.0%0.427%
4/30/2025 TRU Independence Asset Management 2 LLC68,174$2.26M1.7%+33.4%0.030%
4/30/2025 Allworth Financial LP847,605$27.22M0.2%+11.2%0.367%
4/30/2025 tru Independence LLC28,823$955K0.3%-72.5%0.012%
4/30/2025 Index Fund Advisors Inc.46,349$1.54M0.1%+67.9%0.020%
4/30/2025 Moloney Securities Asset Management LLC11,880$394K0.1%+83.9%0.005%
4/30/2025 Axxcess Wealth Management LLC84,129$2.79M0.1%N/A0.036%
4/30/2025 Opus Capital Group LLC529,844$17.56M2.3%-0.4%0.230%
4/30/2025 Brown Advisory Inc.9,661$320K0.0%N/A0.004%
4/30/2025 Gibraltar Capital Management Inc.15,615$517K0.1%N/A0.007%
4/30/2025 Bryant Woods Investment Advisors LLC94,026$3.12M1.5%+485.4%0.041%
4/29/2025 Envestnet Asset Management Inc.35,031,917$1.16B0.4%-8.4%15.188%
4/29/2025 REDW Wealth LLC278,942$9.24M3.4%-9.6%0.121%
4/29/2025 HM Payson & Co.2,600$86K0.0%-57.4%0.001%
4/29/2025 Jackson Thornton Wealth Management LLC98,803$3.10M0.4%+40.2%0.043%
4/29/2025 von Borstel & Associates Inc.634,127$21.01M6.3%+29.7%0.275%
4/29/2025 Capital Investment Advisory Services LLC96,981$3.21M0.3%+21.4%0.042%
4/29/2025 Mills Wealth Advisors LLC320,693$10.63M5.6%+12.5%0.139%
4/29/2025 Catalyst Capital Advisors LLC1,132,910$37.55M0.8%+10.5%0.491%
4/29/2025 OneDigital Investment Advisors LLC1,115,004$36.95M0.4%-6.2%0.483%
4/28/2025 Silver Oak Wealth Advisors Services LLC250,095$8.29M7.4%+13.1%0.108%
4/28/2025 Axis Wealth Partners LLC16,833$558K0.4%+39.7%0.007%
4/28/2025 Glassy Mountain Advisors Inc.16,762$555K0.2%+8.2%0.007%
4/28/2025 ArborFi Advisors LLC165,618$5.49M5.5%+6.3%0.072%
4/28/2025 TCP Asset Management LLC365,087$12.10M2.7%+2.0%0.158%
4/28/2025 Clear Creek Financial Management LLC20,808$690K0.1%N/A0.009%
4/28/2025 BetterWealth LLC149,312$4.95M1.4%-56.7%0.065%
4/25/2025 Heritage Investment Group Inc.10,662$353K0.1%+3.0%0.005%
4/25/2025 Oceanside Advisors LLC534,580$17.72M12.8%+2.0%0.232%
4/25/2025 EnRich Financial Partners LLC17,774$589K0.2%-5.1%0.008%
4/25/2025 K2 Financial Inc.39,387$1.21M1.2%+6.1%0.017%
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4/25/2025 Intelligence Driven Advisers LLC143,500$4.76M0.9%-7.6%0.062%
4/25/2025 Tradewinds Capital Management LLC3,191$106K0.0%N/A0.001%
4/25/2025 DiNuzzo Private Wealth Inc.1,222,370$40.51M5.1%-0.5%0.530%
4/25/2025 Northwest Wealth Management LLC66,507$2.20M0.4%+35.0%0.029%
4/25/2025 Sollinda Capital Management LLC140,865$4.67M1.3%+12.2%0.061%
4/25/2025 Financial Consulate Inc.894,617$29.65M7.5%-11.5%0.388%
4/25/2025 Crown Wealth Group LLC165,788$5.49M2.8%-14.2%0.072%
4/25/2025 Waterfront Wealth Inc.131,045$4.34M1.1%+0.3%0.057%
4/25/2025 Hutchens & Kramer Investment Management Group LLC20,289$672K0.4%-9.9%0.009%
4/25/2025 Grunden Financial Advisory Inc.823,035$27.28M13.2%-3.3%0.357%
4/25/2025 Root Financial Partners LLC212,007$7.03M0.7%+1,352.8%0.092%
4/25/2025 RCS Financial Planning LLC257,514$8.53M4.5%+4.5%0.112%
4/25/2025 Master S Wealth Management Inc.482,055$15.98M8.4%+1.6%0.209%
4/24/2025 Shore Point Advisors LLC187,953$6.23M3.3%+3.9%0.082%
4/24/2025 Hartmann Taylor Wealth Management LLC44,806$1.49M1.3%N/A0.020%
4/24/2025 Transcend Capital Advisors LLC90,759$3.01M0.2%N/A0.040%
4/24/2025 Beacon Financial Advisory LLC33,297$1.10M0.3%+100.9%0.015%
4/23/2025 Austin Asset Management Co Inc305,423$10.12M2.2%+17.4%0.134%
4/23/2025 Sabal Trust CO6,126$203K0.0%N/A0.003%
4/23/2025 Sequoia Financial Advisors LLC1,027,196$34.04M0.3%+6.0%0.451%
4/23/2025 Pure Financial Advisors LLC6,129,103$203.12M4.2%+12.2%2.689%
4/23/2025 Pinnacle Bancorp Inc.6,306$209K0.1%-9.7%0.003%
4/23/2025 Spire Wealth Management13,953$462K0.0%N/A0.006%
4/23/2025 Timonier Family Office LTD.805,387$26.69M11.8%+23.8%0.353%
4/23/2025 Mattern Capital Management LLC27,751$920K0.1%+12.4%0.012%
4/23/2025 Mattern Wealth Management LLC34,021$1.13M0.2%-5.1%0.015%
4/23/2025 Balance Wealth LLC19,782$656K0.4%N/A0.009%
4/23/2025 Archford Capital Strategies LLC211,931$7.02M1.0%+2,379.3%0.093%
4/23/2025 Leading Edge Financial Planning LLC847,714$28.09M8.8%+6.0%0.372%
4/23/2025 PBMares Wealth Management LLC561,253$18.60M3.7%+9.0%0.246%
4/23/2025 G2 Capital Management LLC OH122,372$4.06M1.2%N/A0.054%
4/23/2025 Helen Stephens Group LLC118,495$3.93M1.1%+10.1%0.052%
4/23/2025 Foundation Wealth Management LLC PA198,521$6.58M3.1%+7.7%0.087%
4/23/2025 Vantage Point Financial LLC39,137$1.30M0.7%+47.8%0.017%
4/22/2025 Dopkins Wealth Management LLC67,584$2.24M1.1%+14.3%0.030%
4/22/2025 Friday Financial60,046$2.01M1.2%+38.9%0.026%
4/22/2025 Cambridge Investment Research Advisors Inc.81,465$2.70M0.0%-22.7%0.036%
4/22/2025 Tassel Capital Management Inc.443,944$14.71M12.9%+1.6%0.195%
4/22/2025 LVZ Inc.2,009,693$66.60M8.7%-1.3%0.882%
4/22/2025 Applied Capital LLC303,988$10.07M4.9%+1.7%0.133%
4/22/2025 Aspire Private Capital LLC8,586$285K0.1%+6.6%0.004%
4/22/2025 Evanson Asset Management LLC98,824$3.28M0.2%+47.7%0.043%
4/22/2025 Heritage Wealth Management Inc. Texas314,749$10.43M6.0%N/A0.138%
4/21/2025 CPA Asset Management LLC429,103$14.22M6.3%+7.7%0.188%
4/21/2025 Cherry Tree Wealth Management LLC70,536$2.34M0.6%+52.7%0.031%
4/21/2025 Andrews Lucia Wealth Management LLC40,143$1.36M0.9%-2.4%0.018%
4/21/2025 Blue Trust Inc.105,403$3.49M0.0%+6.5%0.046%
4/21/2025 Brady Martz Wealth Solutions LLC167,872$5.56M1.3%+86.9%0.074%
4/21/2025 TCI Wealth Advisors Inc.1,010,553$33.49M2.7%+40.7%0.443%
4/21/2025 Aspiriant LLC18,106$600K0.0%+4.7%0.008%
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4/18/2025 Clarius Group LLC1,061,930$35.19M2.2%+13.5%0.466%
4/18/2025 Market Street Wealth Management Advisors LLC1,192,398$39.52M6.7%+2.2%0.523%
4/18/2025 Planning Center Inc.1,658,193$54.95M6.5%+3.1%0.728%
4/18/2025 Global Trust Asset Management LLC31,737$1.05M0.6%-5.2%0.014%
4/18/2025 Edge Financial Advisors LLC197,327$6.54M4.1%+144.5%0.087%
4/17/2025 Claris Advisors LLC MO310,634$10.29M3.8%-2.2%0.136%
4/17/2025 Adero Partners LLC7,048,482$233.59M15.3%+2.0%3.093%
4/17/2025 GEM Asset Management LLC98,598$3.27M1.8%+10.9%0.043%
4/17/2025 Stewardship Advisors LLC15,074$500K0.1%+19.6%0.007%
4/17/2025 Good Life Advisors LLC66,176$2.19M0.2%+4.5%0.029%
(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, 401 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), Merriman Wealth Management LLC ($262.68M), Adero Partners LLC ($233.59M), Forum Financial Management LP ($232.28M), Pure Financial Advisors LLC ($203.12M), 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 382 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), Pure Financial Advisors LLC ($5.24M), Forum Financial Management LP ($4.17M), Raymond James Financial Inc. ($3.23M), Corient Private Wealth LLC ($2.41M), and Wealth Enhancement Advisory Services LLC ($2.33M).

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

Institutional investors have bought a total of 126,757,425 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

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

Of the 137 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 17,949,797 shares in the last 24 months. This volume of shares sold represents approximately $564.76M in transactions.


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This page (NYSEARCA:DUHP) was last updated on 5/2/2025 by MarketBeat.com Staff
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