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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$42.79 -0.09 (-0.21%)
As of 11:32 AM 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)
389
Total
Institutional Inflows
(last 12 months)
$2.03B
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$1.67B
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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
8/7/2026 Trust Co. of Vermont873$36K0.0%N/A0.000%
7/10/2026 DiNuzzo Private Wealth Inc.1,236,979$51.62M5.1%+1.0%0.419%
7/10/2026 Family Wealth Partners LLC320,624$13.38M4.1%+7.1%0.109%
7/10/2026 Canvas Wealth Advisors LLC39,197$1.64M0.2%+26.5%0.013%
7/10/2026 Fiduciary Financial Group LLC245,841$10.26M1.2%+9.5%0.083%
7/10/2026 Torren Management LLC97,411$4.07M2.1%-0.5%0.033%
7/10/2026 Fulton Bank N.A.1,100,692$45.93M1.4%+1.9%0.372%
7/9/2026 CPA Asset Management Group LLC123,579$5.16M1.5%-61.9%0.042%
7/9/2026 Friday Financial106,557$4.42M1.2%+9.3%0.036%
7/9/2026 Focus Financial Network Inc.5,134$214K0.0%-93.0%0.002%
7/9/2026 Sax Wealth Advisors LLC661,497$27.60M1.0%-6.4%0.224%
7/8/2026 Beaird Harris Wealth Management LLC2,047,480$85.44M5.4%-4.3%0.693%
7/8/2026 Thayer Financial L.L.C.102,539$4.28M3.9%+2.2%0.035%
7/8/2026 Strategic Investment Solutions Inc. IL134,718$5.62M1.3%+4.0%0.046%
7/8/2026 First Heartland Consultants Inc.106,514$4.45M0.3%+70.1%0.036%
7/8/2026 DWR Wealth Management LLC319,146$13.21M9.9%+3.0%0.108%
7/8/2026 Apella Capital LLC4,123,403$171.12M2.4%+5.9%1.395%
7/8/2026 55 North Private Wealth LLC9,084$379K0.1%+35.1%0.003%
7/8/2026 Clark Asset Management LLC14,165$591K0.0%+44.5%0.005%
7/8/2026 Emprise Bank183,892$7.67M2.8%+45.5%0.062%
7/8/2026 Evanson Financial LLC98,271$4.10M0.2%N/A0.033%
7/7/2026 Foster Group Inc.3,144,475$131.22M3.5%+2.3%1.065%
7/7/2026 Quad Cities Investment Group LLC12,772$533K0.2%+6.4%0.004%
7/7/2026 Dynamic Advisor Solutions LLC235,557$9.83M0.3%-2.6%0.080%
7/2/2026 CX Institutional10,585$442K0.0%+544.2%0.004%
6/24/2026 Optimus Capital Advisors LLC177,222$6.52M3.9%-1.9%0.061%
6/11/2026E Wealth Partners LLC179,723$6.61M5.3%+9.4%0.062%
6/9/2026 Robinswood Financial LLC2,170$80K0.1%N/A0.001%
6/3/2026 NewEdge Advisors LLC480,081$17.65M0.1%-9.6%0.166%
5/27/2026 Security Financial Services INC.194,945$7.17M1.1%+1.8%0.067%
5/22/2026 Segall Bryant & Hamill LLC10,659$409K0.0%N/A0.004%
5/19/2026 NewEdge Advisors LLC458,901$16.87M0.3%-13.5%0.159%
5/19/2026Bank of America Corp DE1,426,163$52.43M0.0%+6.5%0.493%
5/19/2026 Arkadios Wealth Advisors269,074$9.89M0.2%-3.3%0.093%
5/18/2026MSA Advisors LLC53,725$1.98M0.6%N/A0.019%
5/18/2026 EverSource Wealth Advisors LLC106,979$3.93M0.1%-60.3%0.037%
5/18/2026Empire Financial Management Company LLC20,909$769K0.2%+2.6%0.007%
5/18/2026Royal Bank of Canada403,504$14.83M0.0%-12.1%0.139%
5/18/2026Envision Financial Planning LLC461,427$16.96M6.1%+5.0%0.159%
5/16/2026Excelsior Advisor Network LLC36,242$1.33M0.5%+3.5%0.013%
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5/16/2026Quantinno Capital Management LP208,418$7.66M0.0%+16.6%0.072%
5/15/2026 Intelligence Driven Advisers LLC86,632$3.19M0.6%-6.0%0.030%
5/15/2026 Everest Financial Group LLC54,441$2.00M0.3%N/A0.019%
5/15/2026 Bridgewater Advisors Inc.967,302$38.60M2.4%+6.0%0.334%
5/15/2026 Broadhurst Jeffrey B35,785$1.32M1.3%N/A0.012%
5/14/2026Hilltop Holdings Inc.8,256$303K0.0%+6.0%0.003%
5/14/2026 Compound Planning Inc.5,557$204K0.0%-31.3%0.002%
5/14/2026Sei Investments Co.36,933$1.36M0.0%+41.4%0.013%
5/13/2026 American Investment Services Inc.36,631$1.35M0.3%-2.6%0.013%
5/13/2026Daner Wealth Management LLC62,213$2.48M1.3%+43.6%0.021%
5/13/2026 Alesco Advisors LLC An ESL Co2,630,658$96.70M2.5%+0.5%0.909%
5/8/2026 PNC Financial Services Group Inc.6,350$233K0.0%-32.0%0.002%
5/7/2026 AlTi Global Inc.176,300$6.51M0.1%-83.0%0.061%
5/6/2026 Zhang Financial LLC8,968$330K0.0%-39.1%0.003%
5/6/2026 Catalyst Capital Advisors LLC1,172,200$43.09M0.8%+18.9%0.405%
5/6/2026 Assetmark Inc.3,424$126K0.0%+1,442.3%0.001%
5/6/2026 Oder Investment Management LLC20,523$754K0.6%+20.4%0.007%
5/6/2026 CPA Asset Management Group LLC323,976$11.91M4.0%-17.6%0.112%
5/5/2026 Financial Harvest LLC386,120$14.19M8.4%+8.8%0.133%
5/5/2026 Bank 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%
5/4/2026Vantage 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%
5/1/2026Financial 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%
4/30/2026Efficient 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%
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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%


DUHP Institutional Ownership - Frequently Asked Questions

During the previous two years, 546 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), Adero Partners LLC ($233.59M), Apella Capital LLC ($171.12M), and Foster Group Inc. ($131.22M).Learn more on Dimensional US High Profitability ETF's institutional investors.

Of the 512 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 ($4.67M), Pure Financial Advisors LLC ($4.12M), Apella Capital LLC ($4.07M), Raymond James Financial Inc. ($3.60M), Corient Private Wealth LLC ($3.45M), and Petersen Hastings Wealth Advisors Inc. ($2.86M).

Institutional investors have bought a total of 53,708,227 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

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. ($33.53M), Captrust Financial Advisors ($1.65M), AlTi Global Inc. ($1.42M), LVZ Inc. ($1.39M), Vestmark Advisory Solutions Inc. ($1.04M), Efficient Advisors LLC ($606.66K), and Ullmann Wealth Partners Group LLC ($560.96K).

Institutional investors have sold a total of 44,266,425 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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Institutional ownership data for NYSEARCA:DUHP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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