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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$42.66 +0.03 (+0.07%)
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Institutional Ownership Changes (13F Filings) for Dimensional US High Profitability ETF (NYSEARCA:DUHP)

Number of
Institutional Buyers
(last 12 months)
393
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$1.77B
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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
9/23/2026Envestnet Asset Management Inc.4,104,606$171.29M0.0%+12.2%1.356%
9/21/2026Premier Financial Group538,358$22.47M4.9%-1.1%0.181%
9/15/2026Cherry Tree Wealth Management LLC153,960$6.43M1.2%+24.2%0.052%
9/9/2026Bouchey Financial Group Ltd.1,393,666$58.16M3.8%-35.5%0.468%
9/9/2026Tortoise Investment Management LLC180,837$7.55M0.6%+5.0%0.061%
9/9/2026Sequoia Financial Advisors LLC824,569$34.41M0.2%+0.5%0.277%
9/9/2026Archford Capital Strategies LLC213,883$8.93M0.9%+1.9%0.072%
9/9/2026Gemmer Asset Management LLC378,691$15.80M1.1%+5.8%0.127%
9/9/2026Capital Analysts LLC971$41K0.0%N/A0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC399,989$16.69M1.0%+1.1%0.134%
9/9/2026Integrated Wealth Concepts LLC545,024$22.74M0.1%+2.5%0.183%
9/9/2026RFG Advisory LLC283,699$11.84M0.2%-0.5%0.095%
9/9/2026NewEdge Advisors LLC499,261$20.83M0.1%+4.0%0.168%
9/9/2026IFP Advisors Inc10,964$458K0.0%-20.7%0.004%
9/9/2026Baird Financial Group Inc.850,842$35.51M0.0%+1.9%0.286%
9/9/2026XY Planning Network Inc.79,964$3.34M0.4%-1.6%0.027%
9/8/2026Allworth Financial LP3,613,141$150.78M0.6%-19.1%1.213%
9/8/2026Waverly Advisors LLC16,368$683K0.0%N/A0.005%
8/27/2026Corient Private Wealth LP2,833,446$118.24M0.2%-24.6%0.951%
8/23/2026Wedmont Private Capital7,573$317K0.0%N/A0.003%
8/23/2026Andrews Lucia Wealth Management LLC48,716$2.03M1.1%+10.3%0.016%
8/23/2026Midwest Heritage Bank FSB533,313$22.26M6.3%+1.0%0.179%
8/23/2026HB Wealth Management LLC2,227,918$92.97M0.5%+12.1%0.748%
8/22/2026Highland Investment Advisors LLC2,400$100K0.0%N/A0.001%
8/22/2026Vested Financial Planning LLC175,990$7.34M4.9%+4.4%0.059%
8/22/2026Tassel Capital Management Inc.510,521$21.30M10.1%+3.3%0.171%
8/22/2026Concurrent Investment Advisors LLC189,892$7.92M0.1%+1.8%0.064%
8/20/2026First PREMIER Bank135,412$5.72M0.8%N/A0.045%
8/20/2026Cooper Haims Advisors LLC6,075$254K0.1%N/A0.002%
8/20/2026Nwam LLC189,474$8.09M0.4%+167.5%0.064%
8/20/2026Renasant Bank21,513$898K0.6%N/A0.007%
8/20/2026JNBA Financial Advisors4,495$189K0.0%N/A0.002%
8/20/2026M Holdings Securities Inc.932,425$41.17M5.5%+208.8%0.313%
8/7/2026Trust Co. of Vermont873$36K0.0%N/A0.000%
7/10/2026DiNuzzo Private Wealth Inc.1,236,979$51.62M5.1%+1.0%0.419%
7/10/2026Family Wealth Partners LLC320,624$13.38M4.1%+7.1%0.109%
7/10/2026Canvas Wealth Advisors LLC39,197$1.64M0.2%+26.5%0.013%
7/10/2026Fiduciary Financial Group LLC245,841$10.26M1.2%+9.5%0.083%
7/10/2026Torren Management LLC97,411$4.07M2.1%-0.5%0.033%
7/10/2026Fulton Bank N.A.1,100,692$45.93M1.4%+1.9%0.372%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
7/9/2026CPA Asset Management Group LLC123,579$5.16M1.5%-61.9%0.042%
7/9/2026Friday Financial106,557$4.42M1.2%+9.3%0.036%
7/9/2026Focus Financial Network Inc.5,134$214K0.0%-93.0%0.002%
7/9/2026Sax Wealth Advisors LLC661,497$27.60M1.0%-6.4%0.224%
7/8/2026Beaird Harris Wealth Management LLC2,047,480$85.44M5.3%-4.3%0.687%
7/8/2026Thayer Financial L.L.C.102,539$4.28M3.9%+2.2%0.035%
7/8/2026Strategic Investment Solutions Inc. IL134,718$5.62M1.3%+4.0%0.046%
7/8/2026First Heartland Consultants Inc.106,514$4.45M0.3%+70.1%0.036%
7/8/2026DWR Wealth Management LLC319,146$13.21M9.9%+3.0%0.108%
7/8/2026Apella Capital LLC4,123,403$171.12M2.4%+5.9%1.395%
7/8/202655 North Private Wealth LLC9,084$379K0.1%+35.1%0.003%
7/8/2026Clark Asset Management LLC14,165$591K0.0%+44.5%0.005%
7/8/2026Emprise Bank183,892$7.67M2.8%+45.5%0.062%
7/8/2026Evanson Financial LLC98,271$4.10M0.2%N/A0.033%
7/7/2026Foster Group Inc.3,144,475$131.22M3.5%+2.3%1.065%
7/7/2026Quad Cities Investment Group LLC12,772$533K0.2%+6.4%0.004%
7/7/2026Dynamic Advisor Solutions LLC235,557$9.83M0.3%-2.6%0.080%
7/2/2026 CX Institutional10,585$442K0.0%+544.2%0.004%
6/24/2026Optimus 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%
6/9/2026Robinswood Financial LLC2,170$80K0.1%N/A0.001%
6/3/2026NewEdge Advisors LLC480,081$17.65M0.1%-9.6%0.166%
5/27/2026Security Financial Services INC.194,945$7.17M1.1%+1.8%0.067%
5/22/2026Segall Bryant & Hamill LLC10,659$409K0.0%N/A0.004%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors269,074$9.89M0.2%-3.3%0.093%
5/18/2026MSA Advisors LLC53,725$1.98M0.6%N/A0.019%
5/18/2026EverSource 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%
5/16/2026Quantinno Capital Management LP208,418$7.66M0.0%+16.6%0.072%
5/15/2026Intelligence Driven Advisers LLC86,632$3.19M0.6%-6.0%0.030%
5/15/2026Everest Financial Group LLC54,441$2.00M0.3%N/A0.019%
5/15/2026Bridgewater Advisors Inc.967,302$38.60M2.4%+6.0%0.334%
5/15/2026Broadhurst Jeffrey B35,785$1.32M1.3%N/A0.012%
5/14/2026Hilltop Holdings Inc.8,256$303K0.0%+6.0%0.003%
5/14/2026Compound Planning Inc.5,557$204K0.0%-31.3%0.002%
5/14/2026Sei Investments Co.36,933$1.36M0.0%+41.4%0.013%
5/13/2026American 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%
5/13/2026Alesco Advisors LLC An ESL Co2,630,658$96.70M2.5%+0.5%0.909%
5/8/2026PNC Financial Services Group Inc.6,350$233K0.0%-32.0%0.002%
5/7/2026AlTi Global Inc.176,300$6.51M0.1%-83.0%0.061%
5/6/2026Zhang Financial LLC8,968$330K0.0%-39.1%0.003%
5/6/2026Catalyst Capital Advisors LLC1,172,200$43.09M0.8%+18.9%0.405%
5/6/2026Assetmark Inc.3,424$126K0.0%+1,442.3%0.001%
5/6/2026Oder Investment Management LLC20,523$754K0.6%+20.4%0.007%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/6/2026CPA Asset Management Group LLC323,976$11.91M4.0%-17.6%0.112%
5/5/2026Financial Harvest LLC386,120$14.19M8.4%+8.8%0.133%
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%
5/5/2026MB Generational Wealth LLC537,956$19.78M10.9%-3.7%0.186%
5/5/2026Nwam LLC70,841$2.60M0.1%+5.0%0.024%
5/4/2026Summit Wealth Group LLC86,330$3.17M0.7%+4.1%0.030%
5/4/2026Mattern Capital Management LLC49,586$1.82M0.2%+49.1%0.017%
5/4/2026Lutz Financial Services LLC578,161$21.25M1.4%+2.8%0.200%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management678,278$24.93M0.4%+1.3%0.234%


DUHP Institutional Ownership - Frequently Asked Questions

During the previous two years, 554 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), Envestnet Asset Management Inc. ($171.29M), and Apella Capital LLC ($171.12M).Learn more on Dimensional US High Profitability ETF's institutional investors.

Of the 516 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 Envestnet Asset Management Inc. ($3.27M).

Institutional investors have bought a total of 54,454,645 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

Of the 147 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), Corient Private Wealth LP ($922.23K), and Allworth Financial LP ($853.51K).

Institutional investors have sold a total of 46,651,016 shares in the last 24 months. This volume of shares sold represents approximately $1.77B in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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