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Dimensional US High Profitability ETF (DUHP) Institutional Ownership

Dimensional US High Profitability ETF logo
$41.59 0.00 (0.00%)
As of 07/2/2026 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)
426
Total
Institutional Inflows
(last 12 months)
$2.58B
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$1.76B
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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
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%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

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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%
5/4/2026Archer Investment Corp1,213$45K0.0%N/A0.000%
5/4/2026Bedel Financial Consulting Inc.14,817$545K0.1%+161.4%0.005%
5/4/2026Chicago 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%
5/2/2026Diversify Wealth Management LLC18,523$722K0.0%N/A0.006%
5/2/2026Vestment Financial LLC253,005$9.95M5.1%+4.4%0.087%
5/1/2026Fifth Third Bancorp12,054$443K0.0%N/A0.004%
5/1/2026Financial Connections Group Inc.150,502$5.53M1.9%+13.0%0.052%
5/1/2026Warburton Capital Management LLC212,017$8.08M3.9%+35.0%0.073%
5/1/2026Simplicity Wealth LLC57,465$2.11M0.1%-12.7%0.020%
5/1/2026Sequoia Financial Advisors LLC820,348$30.16M0.2%-3.9%0.284%
4/30/2026Torren Management LLC97,852$3.60M1.8%+0.6%0.034%
4/30/2026Waterfront Wealth Inc.142,358$5.23M1.0%+36.8%0.049%
4/30/2026Robinson Smith Wealth Advisors LLC151,159$5.56M3.8%+23.9%0.052%
4/30/2026Kestra Advisory Services LLC231,443$8.51M0.0%+14.6%0.080%
4/30/2026Integrity Investment Advisors LLC107,089$3.94M2.1%+0.9%0.037%
4/30/2026Austin 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%
4/30/2026Stenger Family Office LLC10,253$377K0.1%N/A0.004%
4/29/2026American Capital Advisory LLC7,014$258K0.1%+19.5%0.002%
4/29/2026ArborFi Advisors LLC183,764$6.76M5.5%+1.5%0.064%
4/29/2026Silver Oak Wealth Advisors Services LLC286,353$10.53M6.8%+0.9%0.099%
4/29/2026Jackson Thornton Wealth Management LLC148,891$5.65M0.5%+50.5%0.052%
4/29/2026Corus Family Wealth Advisors135,083$4.97M4.0%+17.5%0.047%
4/29/2026K2 Financial Inc.45,225$1.77M1.2%-2.4%0.016%
4/29/2026Oceanside Advisors LLC564,525$20.75M11.8%+4.2%0.195%
4/29/2026Canvas Wealth Advisors LLC30,977$1.14M0.2%N/A0.011%
4/28/2026Planning Center Inc.1,652,225$60.74M6.2%+2.2%0.572%
4/28/2026Abel Hall LLC290,952$10.70M2.3%+2.9%0.101%
4/28/2026Ascentis Independent Advisors35,488$1.31M0.1%+42.0%0.012%
4/28/2026LVZ Inc.687,262$25.26M2.9%-62.2%0.239%
4/28/2026Hardy Reed LLC21,762$800K0.1%+85.4%0.008%
4/28/2026HBE Wealth Management LLC91,116$3.35M2.9%+12.2%0.032%
4/28/2026Bryant Woods Investment Advisors LLC103,445$3.80M1.4%+16.1%0.036%
4/28/2026Beacon Financial Advisory LLC50,550$1.86M0.4%+0.7%0.018%
4/27/2026TCI Wealth Advisors Inc.2,516,301$92.50M4.9%+14.8%0.874%
4/27/2026Arcadia Wealth Management LLC38,201$1.40M0.5%-11.9%0.013%
4/27/2026HB Wealth Management LLC1,987,725$73.07M0.5%+8.7%0.690%
4/27/2026BIP Wealth LLC16,868$620K0.0%-27.8%0.006%
4/27/2026Turtle Creek Wealth Advisors LLC1,513$56K0.0%N/A0.001%
4/27/2026Legacy Financial Group Inc.500,768$18.41M4.9%+2.6%0.174%
4/27/2026Private Advisor Group LLC195,461$7.19M0.0%+18.8%0.068%
4/25/2026Axis Wealth Partners LLC24,221$890K0.5%+7.9%0.008%
4/25/2026BetterWealth LLC128,950$4.74M0.9%-3.4%0.045%
4/24/2026Root Financial Partners LLC1,323,440$48.65M2.3%+20.9%0.460%
4/24/2026Keb Asset Management LLC56,359$2.07M0.4%-6.1%0.020%
4/24/2026Fulton Bank N.A.1,080,249$39.71M1.4%+4.2%0.375%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
4/24/2026Tcfg Wealth Management LLC24,584$904K0.3%-2.3%0.009%
4/23/2026Master S Wealth Management Inc.584,326$21.48M7.3%+5.3%0.203%
4/23/2026SJS Investment Consulting Inc.3,167$116K0.0%+11.3%0.001%
4/23/2026Forum Financial Management LP8,459,674$310.98M4.4%+5.5%2.940%
4/23/2026TRU Independence Asset Management 2 LLC111,011$4.08M2.5%+3.8%0.039%
4/23/2026Pasadena Private Wealth LLC5,673$209K0.0%N/A0.002%
4/23/2026Coston McIsaac & Partners67,426$2.48M0.6%+5.4%0.023%
4/22/2026First Financial Group Corp41,352$1.52M1.2%+11.5%0.014%
4/22/2026Hartmann Taylor Wealth Management LLC39,814$1.46M1.0%-1.5%0.014%
4/22/2026Millburn Ridgefield LLC DE1,172,200$43.09M0.9%+18.9%0.407%


DUHP Institutional Ownership - Frequently Asked Questions

During the previous two years, 548 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 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 ($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 69,300,337 shares in the last 24 months. This purchase volume represents approximately $2.58B 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 46,696,737 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


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This page (NYSEARCA:DUHP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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