Who Owns Dimensional - US High Profitability ETF (DUHP)?Hedge Fund & Institutional Holders

$37.47-0.22 (-0.58%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7030007340002871e+252T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$29.36$31.89$34.41$36.94$39.47Sep 24Jun 25Mar 26

DUHP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Forum Financial Management, LPNew Position+8.0M+$304.9M
Pure Financial Advisors, LLCNew Position+7.6M+$287.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+3.1M+$116.0M
Petersen Hastings Wealth Advisors Inc.New Position+2.9M+$108.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+2.8M+$108.3M
ALESCO ADVISORS LLCNew Position+2.6M+$99.5M
Apella Capital, LLCNew Position+2.6M+$98.8M
PARK AVENUE SECURITIES LLCNew Position+2.3M+$86.9M
FINANCIAL CONSULATE, INCNew Position+2.0M+$75.6M
HB Wealth Management, LLCNew Position+1.8M+$69.5M
LVZ, Inc.New Position+1.8M+$69.2M
Planning Center, Inc.New Position+1.6M+$61.5M
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+1.3M+$51.2M
Retirement Solution LLCNew Position+1.3M+$49.4M
Symmetry Partners, LLCNew Position+1.2M+$46.5M

DUHP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RW Investment Management LLCClosed Position-2.4M-$92.2B
HighTower Advisors, LLCDecreased-1K-$88.2B
RAYMOND JAMES FINANCIAL INCDecreased-6K-$70.9B
CAPTRUST FINANCIAL ADVISORSDecreased-1.7M-$66.0B
Freedom Investment Management, Inc.Decreased-77K-$55.0B
Safeguard Investment Advisory Group, LLCDecreased-55K-$49.9B
Efficient Advisors, LLCDecreased-192K-$49.9B
Mariner, LLCDecreased-42K-$47.3B
DiNuzzo Private Wealth, Inc.Decreased-20K-$45.6B
OneDigital Investment Advisors LLCDecreased-38K-$37.0B
NewEdge Advisors, LLCDecreased-200K-$27.6B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-19K-$26.0B
Mach-1 Financial Group, LLCClosed Position-621K-$23.5B
Integrated Wealth Concepts LLCDecreased-110K-$18.7B
ROYAL BANK OF CANADADecreased-37K-$18.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV44,791,614$1.7B2.60%Share
2Focus Partners Wealth19,304,073$734.0M0.84%Share
3Pure Financial Advisors, LLC7,550,120$287.1M4.62%Share
4Forum Financial Management, LP7,058,480$268.4M3.49%Share
5Allworth Financial LP3,109,379$118.2M0.48%Share
6ENVESTNET ASSET MANAGEMENT INC3,069,742$116.0M0.03%Share
7Foster Group, Inc.2,973,774$113.1M3.42%Share
8Petersen Hastings Wealth Advisors Inc.2,861,752$108.8M10.45%Share
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,812,155$108.3M0.15%Share
10Corient Private Wealth LLC2,816,113$106.7M0.14%Share
11Focus Partners Advisor Solutions, LLC2,791,435$106.0M1.30%Share
12ALESCO ADVISORS LLC2,616,683$99.5M2.57%Share
13Apella Capital, LLC2,598,242$98.8M1.95%Share
14BANK OF MONTREAL /CAN/2,594,135$98.0M0.03%Share
15Aprio Wealth Management, LLC2,462,405$93.6M5.37%Share
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,456,563$91.2M0.06%Share
17HighTower Advisors, LLC2,337,241$88.0M0.10%Share
18PARK AVENUE SECURITIES LLC2,285,721$86.9M0.74%Share
19TCI Wealth Advisors, Inc.2,192,684$83.4M4.60%Share
20Bouchey Financial Group Ltd2,144,055$81.5M6.11%Share
21Beaird Harris Wealth Management, LLC2,048,402$77.9M5.37%Share
22FINANCIAL CONSULATE, INC1,988,141$75.6M10.34%Share
23UBS Group AG1,908,373$72.6M0.01%Share
24HB Wealth Management, LLC1,828,670$69.5M0.45%Share
25LVZ, Inc.1,819,770$69.2M7.74%Share
26Pathstone Holdings, LLC1,737,036$66.0M0.25%Share
27Planning Center, Inc.1,617,442$61.5M6.28%Share
28Beacon Pointe Advisors, LLC1,578,485$60.0M0.42%Share
29High Probability Advisors, LLC1,521,655$57.9M7.72%Share
30Freedom Investment Management, Inc.1,379,813$52.5M15.26%Share
31PHILLIPS FINANCIAL MANAGEMENT, LLC1,346,524$51.2M3.30%Share
32Clarius Group, LLC1,318,039$50.1M2.86%Share
33Retirement Solution LLC1,298,565$49.4M10.94%Share
34SATOVSKY ASSET MANAGEMENT LLC1,272,198$48.4M9.38%Share
35Safeguard Investment Advisory Group, LLC1,268,018$48.2M12.34%Share
36Vestmark Advisory Solutions, Inc.1,245,002$47.3M0.64%Share
37DiNuzzo Private Wealth, Inc.1,219,564$46.4M5.05%Share
38RAYMOND JAMES FINANCIAL INC1,229,085$46.0M0.01%Share
39MARKET STREET WEALTH MANAGEMENT ADVISORS LLC1,194,874$45.4M7.07%Share
40BANK OF AMERICA CORP /DE/1,156,495$43.0M0.00%Share
41Efficient Advisors, LLC1,130,037$43.0M2.51%Share
42Greenspring Advisors, LLC1,109,388$42.2M2.59%Share
43Root Financial Partners, LLC1,094,980$41.6M2.13%Share
44Burton Enright Welch1,079,349$41.0M5.78%Share
45Chicago Partners Investment Group LLC1,065,577$41.0M1.01%Share
46Leading Edge Financial Planning LLC1,052,145$40.0M9.12%Share
47Timonier Family Office, LTD.1,051,465$40.0M12.69%Share
48AlTi Global, Inc.1,037,400$39.0M0.84%Share
49Vise Technologies, Inc.1,028,094$39.0M0.76%Share
50FULTON BANK, N.A.1,014,677$38.6M1.33%Share

DUHP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025496$8.9B+259
Q3 2025237$5.4T-148
Q2 2025385$6.6T+4
Q1 2025381$7.2T+87
Q4 2024294$523.5T+95
Q3 2024199$2689.4T+21
Q2 2024178$2179.3T+15
Q1 2024163$1825.1T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DUHP (Dimensional - US High Profitability ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $1.7B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DUHP?

As of Q4 2025, 50 institutional investors report holding DUHP (Dimensional - US High Profitability ETF) in their 13F filings.

Who is the largest institutional holder of DUHP?

The largest institutional holder of DUHP is MERCER GLOBAL ADVISORS INC /ADV with $1.7B in shares.

Is institutional ownership of DUHP increasing or decreasing?

This quarter, 15 institutions opened new positions in DUHP and 2 closed their positions.