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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$39.32 +0.29 (+0.74%)
As of 04:10 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)
429
Total
Institutional Inflows
(last 12 months)
$2.98B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$1.74B
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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
5/5/2026Bank of New York Mellon Corp6,443$237K0.0%N/A0.002%
5/5/2026Signet Financial Management LLC8,318$306K0.0%-11.1%0.003%
5/5/2026 MB Generational Wealth LLC537,956$19.78M10.9%-3.7%0.186%
5/5/2026 Nwam LLC70,841$2.60M0.1%+5.0%0.024%
5/4/2026 Summit Wealth Group LLC86,330$3.17M0.7%+4.1%0.030%
5/4/2026 Mattern Capital Management LLC49,586$1.82M0.2%+49.1%0.017%
5/4/2026 Lutz Financial Services LLC578,161$21.25M1.4%+2.8%0.200%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management678,278$24.93M0.4%+1.3%0.234%
5/4/2026 Archer Investment Corp1,213$45K0.0%N/A0.000%
5/4/2026 Bedel Financial Consulting Inc.14,817$545K0.1%+161.4%0.005%
5/4/2026 Chicago Partners Investment Group LLC1,092,697$42.79M0.8%+2.5%0.377%
5/4/2026 Vantage Point Financial LLC70,119$2.58M0.9%+1.0%0.024%
5/2/2026 Diversify Wealth Management LLC18,523$722K0.0%N/A0.006%
5/2/2026 Vestment Financial LLC253,005$9.95M5.1%+4.4%0.087%
5/1/2026 Fifth Third Bancorp12,054$443K0.0%N/A0.004%
5/1/2026 Financial Connections Group Inc.150,502$5.53M1.9%+13.0%0.052%
5/1/2026 Warburton Capital Management LLC212,017$8.08M3.9%+35.0%0.073%
5/1/2026 Simplicity Wealth LLC57,465$2.11M0.1%-12.7%0.020%
5/1/2026 Sequoia Financial Advisors LLC820,348$30.16M0.2%-3.9%0.284%
4/30/2026 Torren Management LLC97,852$3.60M1.8%+0.6%0.034%
4/30/2026 Waterfront Wealth Inc.142,358$5.23M1.0%+36.8%0.049%
4/30/2026 Robinson Smith Wealth Advisors LLC151,159$5.56M3.8%+23.9%0.052%
4/30/2026 Kestra Advisory Services LLC231,443$8.51M0.0%+14.6%0.080%
4/30/2026 Integrity Investment Advisors LLC107,089$3.94M2.1%+0.9%0.037%
4/30/2026 Austin Asset Management Co Inc385,857$14.18M2.4%+3.5%0.133%
4/30/2026 Efficient Advisors LLC715,575$26.31M1.9%-36.7%0.248%
4/30/2026 Stenger Family Office LLC10,253$377K0.1%N/A0.004%
4/29/2026 American Capital Advisory LLC7,014$258K0.1%+19.5%0.002%
4/29/2026 ArborFi Advisors LLC183,764$6.76M5.5%+1.5%0.064%
4/29/2026 Silver Oak Wealth Advisors Services LLC286,353$10.53M6.8%+0.9%0.099%
4/29/2026 Jackson Thornton Wealth Management LLC148,891$5.65M0.5%+50.5%0.052%
4/29/2026 Corus Family Wealth Advisors135,083$4.97M4.0%+17.5%0.047%
4/29/2026 K2 Financial Inc.45,225$1.77M1.2%-2.4%0.016%
4/29/2026 Oceanside Advisors LLC564,525$20.75M11.8%+4.2%0.195%
4/29/2026 Canvas Wealth Advisors LLC30,977$1.14M0.2%N/A0.011%
4/28/2026 Planning Center Inc.1,652,225$60.74M6.2%+2.2%0.572%
4/28/2026 Abel Hall LLC290,952$10.70M2.3%+2.9%0.101%
4/28/2026 Ascentis Independent Advisors35,488$1.31M0.1%+42.0%0.012%
4/28/2026 LVZ Inc.687,262$25.26M2.9%-62.2%0.239%
4/28/2026 Hardy Reed LLC21,762$800K0.1%+85.4%0.008%
4/28/2026 HBE Wealth Management LLC91,116$3.35M2.9%+12.2%0.032%
4/28/2026 Bryant Woods Investment Advisors LLC103,445$3.80M1.4%+16.1%0.036%
4/28/2026 Beacon Financial Advisory LLC50,550$1.86M0.4%+0.7%0.018%
4/27/2026 TCI Wealth Advisors Inc.2,516,301$92.50M4.9%+14.8%0.874%
4/27/2026 Arcadia Wealth Management LLC38,201$1.40M0.5%-11.9%0.013%
4/27/2026 HB Wealth Management LLC1,987,725$73.07M0.5%+8.7%0.690%
4/27/2026 BIP Wealth LLC16,868$620K0.0%-27.8%0.006%
4/27/2026 Turtle Creek Wealth Advisors LLC1,513$56K0.0%N/A0.001%
4/27/2026 Legacy Financial Group Inc.500,768$18.41M4.9%+2.6%0.174%
4/27/2026 Private Advisor Group LLC195,461$7.19M0.0%+18.8%0.068%
4/25/2026 Axis Wealth Partners LLC24,221$890K0.5%+7.9%0.008%
4/25/2026 BetterWealth LLC128,950$4.74M0.9%-3.4%0.045%
4/24/2026 Root Financial Partners LLC1,323,440$48.65M2.3%+20.9%0.460%
4/24/2026 Keb Asset Management LLC56,359$2.07M0.4%-6.1%0.020%
4/24/2026 Fulton Bank N.A.1,080,249$39.71M1.4%+4.2%0.375%
4/24/2026 Tcfg Wealth Management LLC24,584$904K0.3%-2.3%0.009%
4/23/2026 Master S Wealth Management Inc.584,326$21.48M7.3%+5.3%0.203%
4/23/2026 SJS Investment Consulting Inc.3,167$116K0.0%+11.3%0.001%
4/23/2026 Forum Financial Management LP8,459,674$310.98M4.4%+5.5%2.940%
4/23/2026 TRU Independence Asset Management 2 LLC111,011$4.08M2.5%+3.8%0.039%
4/23/2026 Pasadena Private Wealth LLC5,673$209K0.0%N/A0.002%
4/23/2026 Coston McIsaac & Partners67,426$2.48M0.6%+5.4%0.023%
4/22/2026 First Financial Group Corp41,352$1.52M1.2%+11.5%0.014%
4/22/2026 Hartmann Taylor Wealth Management LLC39,814$1.46M1.0%-1.5%0.014%
4/22/2026 Millburn Ridgefield LLC DE 1,172,200$43.09M0.9%+18.9%0.407%
4/22/2026 Foundry Financial LLC495,413$18.21M7.7%+31.2%0.173%
4/22/2026 Tassel Capital Management Inc.494,341$18.17M9.9%+3.8%0.172%
4/21/2026 Crown Wealth Group LLC211,244$7.77M2.3%-2.0%0.074%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC395,577$14.54M1.0%-0.5%0.138%
4/21/2026 RCS Financial Planning LLC258,740$9.51M4.9%-2.9%0.090%
4/21/2026 Topsail Wealth Management LLC1,368$50K0.0%N/A0.000%
4/21/2026 AA Financial Advisors LLC192,213$7.07M1.0%N/A0.067%
4/21/2026 Maseco LLP4,127$152K0.0%-39.2%0.001%
4/21/2026 Balance Wealth LLC45,620$1.68M0.5%-1.5%0.016%
4/21/2026 Fiduciary Alliance LLC14,641$567K0.0%N/A0.005%
4/20/2026 Kestra Private Wealth Services LLC7,055$259K0.0%+10.6%0.002%
4/20/2026 25 LLC372,073$13.68M4.2%+6.7%0.130%
4/20/2026 Global Financial Private Client LLC30,017$1.10M0.4%+457.2%0.010%
4/20/2026 Dopkins Wealth Management LLC93,533$3.44M1.4%+6.2%0.033%
4/20/2026 Strategent Financial LLC116,876$4.30M2.9%+15.6%0.041%
4/20/2026 Blue Trust Inc.115,577$4.25M0.0%+3.4%0.040%
4/20/2026 RFG Advisory LLC284,993$10.48M0.2%-15.6%0.099%
4/20/2026 Apella Capital LLC3,891,947$153.34M2.3%+49.8%1.356%
4/20/2026 Riverchase Wealth Management LLC357,127$13.13M6.8%+9.7%0.124%
4/17/2026 Discipline Wealth Solutions LLC717,922$26.39M2.8%+144.4%0.250%
4/17/2026 AdvisorNet Financial Inc251,920$9.26M0.5%+7.3%0.088%
4/17/2026 Summit Wealth Partners LLC19,813$728K0.1%-9.3%0.007%
4/17/2026 Kaufman Rossin Wealth LLC247,948$9.12M5.2%+10.3%0.086%
4/17/2026 Ocean Park Asset Management LLC299,351$11.00M0.6%N/A0.104%
4/17/2026 Brookstone Capital Management52,763$1.94M0.0%+57.5%0.018%
4/17/2026 Capstone Wealth Management LLC8,066$297K0.2%N/A0.003%
4/16/2026 Ballast Rock Private Wealth LLC14,282$525K0.3%-3.7%0.005%
4/16/2026 Triad Wealth Partners LLC38,004$1.40M0.1%+20.8%0.013%
4/15/2026 Midwest Heritage Bank FSB527,822$19.40M6.2%+8.1%0.185%
4/15/2026 Brady Martz Wealth Solutions LLC361,179$13.28M2.3%+12.5%0.126%
3/17/2026Rockefeller Capital Management L.P.163,510$6.22M0.0%+1.2%0.058%
3/12/2026Nalls Sherbakoff Group LLC11,278$429K0.3%N/A0.004%
3/9/2026Corient Private Wealth LLC2,977,975$113.25M0.1%+71.4%1.051%
3/4/2026Rehmann Capital Advisory Group40,800$1.55M0.1%-8.3%0.014%
3/2/2026 Cogent Strategic Wealth LLC9,942$382K0.4%N/A0.004%


DUHP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUHP shares?

During the previous two years, 540 institutional investors and hedge funds held shares of Dimensional US High Profitability ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($1.70B), Focus Partners Wealth ($734.13M), Forum Financial Management LP ($310.98M), Pure Financial Advisors LLC ($287.13M), Merriman Wealth Management LLC ($262.68M), Adero Partners LLC ($233.59M), and Apella Capital LLC ($153.34M).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 510 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: Focus Partners Wealth ($9.98M), Mercer Global Advisors Inc. ADV ($8.99M), Envestnet Asset Management Inc. ($6.60M), Pure Financial Advisors LLC ($5.15M), Apella Capital LLC ($3.89M), Raymond James Financial Inc. ($3.60M), and Corient Private Wealth LLC ($3.45M).

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

Institutional investors have bought a total of 81,330,042 shares in the last 24 months. This purchase volume represents approximately $2.98B in transactions.

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

Of the 186 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. ($33.53M), Captrust Financial Advisors ($1.65M), LVZ Inc. ($1.39M), Vestmark Advisory Solutions Inc. ($1.04M), Ullmann Wealth Partners Group LLC ($900.22K), Christopher J. Hasenberg Inc ($844.19K), and AlTi Global Inc. ($651.45K).

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

Institutional investors have sold a total of 46,418,261 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.


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This page (NYSEARCA:DUHP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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