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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$40.68 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
425
Total
Institutional Inflows
(last 12 months)
$2.59B
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$1.75B
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Skip Chart & View Institutional Buying and Selling Data

DUHP Institutional Buying and Selling by Quarter

Dimensional US High Profitability ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Bank 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%
5/18/2026 MSA Advisors LLC53,725$1.98M0.6%N/A0.019%
5/18/2026 EverSource Wealth Advisors LLC106,979$3.93M0.1%-60.3%0.037%
5/18/2026 Empire Financial Management Company LLC20,909$769K0.2%+2.6%0.007%
5/18/2026 Royal Bank of Canada403,504$14.83M0.0%-12.1%0.139%
5/18/2026 Envision Financial Planning LLC461,427$16.96M6.1%+5.0%0.159%
5/16/2026 Excelsior Advisor Network LLC36,242$1.33M0.5%+3.5%0.013%
5/16/2026 Quantinno 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%
5/14/2026 Hilltop Holdings Inc.8,256$303K0.0%+6.0%0.003%
5/14/2026 Compound Planning Inc.5,557$204K0.0%-31.3%0.002%
5/14/2026 Sei 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%
5/13/2026 Daner 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%
5/5/2026 Signet 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%
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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%
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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%


DUHP Institutional Ownership - Frequently Asked Questions

During the previous two years, 545 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.

Of the 514 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).

Institutional investors have bought a total of 69,491,735 shares in the last 24 months. This purchase volume represents approximately $2.59B in transactions.

Of the 179 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), Ullmann Wealth Partners Group LLC ($900.22K), and Christopher J. Hasenberg Inc ($844.19K).

Institutional investors have sold a total of 46,660,019 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.


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This page (NYSEARCA:DUHP) was last updated on 5/25/2026 by MarketBeat.com Staff.
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