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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

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
ALESCO ADVISORS LLCNew Position+2.6M+$99.5B
MERCER GLOBAL ADVISORS INC /ADVIncreased+2.2M+$93.8B
LVZ, Inc.New Position+1.8M+$69.2B
Planning Center, Inc.New Position+1.6M+$61.5B
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+1.3M+$51.2B
Retirement Solution LLCNew Position+1.3M+$49.4B
BANK OF AMERICA CORP /DE/Increased+11K+$48.9B
Symmetry Partners, LLCNew Position+1.2M+$46.5B
Greenspring Advisors, LLCNew Position+1.1M+$42.2B
Root Financial Partners, LLCNew Position+1.1M+$41.6B
Timonier Family Office, LTD.New Position+1.1M+$40.0B
FULTON BANK, N.A.New Position+1.0M+$39.4B
Forvis Mazars Wealth Advisors, LLCNew Position+1.0M+$38.5B
GREAT OAK CAPITAL PARTNERS, LLCNew Position+1.0M+$38.4B
Grunden Financial Advisory, Inc.New Position+987K+$37.5B

DUHP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RW Investment Management LLCClosed Position-2.4M-$92.2B
HighTower Advisors, LLCDecreased-1K-$88.2B
CAPTRUST FINANCIAL ADVISORSDecreased-1.7M-$66.0B
Freedom Investment Management, Inc.Decreased-77K-$55.0B
Mariner, LLCDecreased-42K-$47.3B
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
Dynamic Advisor Solutions LLCDecreased-146K-$14.4B
Financial Engines Advisors L.L.C.Decreased-19K-$10.6B
Binnacle Investments IncClosed Position-247K-$9.3B
Efficient Advisors, LLCDecreased-192K-$7.0B
Strategic Investment Solutions, Inc. /ILClosed Position-172K-$6.5B
TABLEAUX LLCDecreased-63K-$4.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV44,791,614$1.7T2.60%Share
2Focus Partners Wealth19,304,073$734.0B0.84%Share
3Foster Group, Inc.2,973,774$113.1B3.42%Share
4ALESCO ADVISORS LLC2,616,683$99.5B2.57%Share
5BANK OF MONTREAL /CAN/2,594,135$98.0B0.03%Share
6Bouchey Financial Group Ltd2,144,055$81.5B6.11%Share
7Beaird Harris Wealth Management, LLC2,048,402$77.9B5.37%Share
8UBS Group AG1,908,373$72.6B0.01%Share
9LVZ, Inc.1,819,770$69.2B7.74%Share
10Planning Center, Inc.1,617,442$61.5B6.28%Share
11High Probability Advisors, LLC1,521,655$57.9B7.72%Share
12PHILLIPS FINANCIAL MANAGEMENT, LLC1,346,524$51.2B3.30%Share
13Clarius Group, LLC1,318,039$50.1B2.86%Share
14Retirement Solution LLC1,298,565$49.4B10.94%Share
15SATOVSKY ASSET MANAGEMENT LLC1,272,198$48.4B9.38%Share
16Safeguard Investment Advisory Group, LLC1,268,018$48.2B12.34%Share
17DiNuzzo Private Wealth, Inc.1,219,564$46.4B5.05%Share
18RAYMOND JAMES FINANCIAL INC1,229,085$46.0B0.01%Share
19BANK OF AMERICA CORP /DE/1,156,495$43.0B0.00%Share
20Efficient Advisors, LLC1,130,037$43.0B2.51%Share
21Greenspring Advisors, LLC1,109,388$42.2B2.59%Share
22Root Financial Partners, LLC1,094,980$41.6B2.13%Share
23Leading Edge Financial Planning LLC1,052,145$40.0B9.12%Share
24Timonier Family Office, LTD.1,051,465$40.0B12.69%Share
25Vise Technologies, Inc.1,028,094$39.0B0.76%Share
26FULTON BANK, N.A.1,014,677$38.6B1.33%Share
27Forvis Mazars Wealth Advisors, LLC1,012,770$38.5B0.73%Share
28GREAT OAK CAPITAL PARTNERS, LLC1,009,881$38.4B9.64%Share
29Grunden Financial Advisory, Inc.986,709$37.5B14.66%Share
30Catalyst Capital Advisors LLC986,101$37.5B0.77%Share
31Millburn Ridgefield LLC /DE/986,101$37.5B0.89%Share
32OneDigital Investment Advisors LLC942,832$35.0B0.34%Share
33Bridgewater Advisors Inc.912,318$34.9B2.26%Share
34Symmetry Partners, LLC897,064$34.1B2.02%Share
35Meredith Wealth Planning876,182$33.3B9.92%Share
36Baird Financial Group, Inc.805,464$30.0B0.05%Share
37Farther Finance Advisors, LLC767,781$29.2B0.31%Share
38Hippocratic Financial Advisors, LLC765,881$29.1B13.43%Share
39United Wealth Management, LLC749,316$28.5B7.37%Share
40GeoWealth Management, LLC733,954$27.0B1.00%Share
41SAX WEALTH ADVISORS, LLC709,200$27.0B1.27%Share
42True Wealth Design, LLC694,569$26.4B7.74%Share
43Integrity Advisory Solutions, LLC692,376$26.3B3.79%Share
44COMMONWEALTH EQUITY SERVICES, LLC637,819$24.0B0.03%Share
45INTEGRITY ALLIANCE, LLC.616,043$23.4B0.85%Share
46Sterling Wealth Management, Inc.612,540$23.3B6.65%Share
47WPWealth LLP606,394$23.1B3.61%Share
48Lutz Financial Services LLC562,375$21.4B1.45%Share
49MB Generational Wealth, LLC558,704$21.2B11.25%Share
50MASTER'S WEALTH MANAGEMENT INC.554,936$21.1B7.59%Share

DUHP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025496$5.7T+259
Q3 2025237$5.0T-148
Q2 2025385$5.7T+4
Q1 2025381$6.2T+87
Q4 2024294$245.0T+95
Q3 2024199$1805.9T+21
Q2 2024178$1362.9T+15
Q1 2024163$1645.4T—

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As of Q4 2025, 50 institutional investors hold DUHP (Dimensional - US High Profitability ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $1.7T in shares. This quarter, 13 institutions opened new positions and 4 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 $1.7T in shares.

Is institutional ownership of DUHP increasing or decreasing?

This quarter, 13 institutions opened new positions in DUHP and 4 closed their positions.