Dimensional US High Profi EtDUHPETF
13F holders, Q2 2026 (June 30)561holders +20
45new positions
28sold out
3famous investors
$41.69avg. 13F price*
At the end of Q2 2026, 561 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 20 from Q1 2026. 45 opened new positions and 28 sold out. The largest holders were Mercer Global Advisors Inc. ($2.2B), Focus Partners Wealth ($895.7M) and Forum Financial Management, LP ($361.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US High Profi Et
- CUSIP
- 25434V831
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $42.7M |
| Exits | 28 | $25.8M |
All 13F filers, Q1 2026 → Q2 2026: 19,693,777 shares bought and 8,409,583 shares sold, net +11,284,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Mercer Global Advisors Inc. | 2.66% | Add +6.0% | 51,655,115 | $2.2B |
| Focus Partners Wealth | 0.92% | Add +5.3% | 21,465,179 | $895.7M |
| Forum Financial Management, LP | 4.65% | Add +2.5% | 8,669,488 | $361.8M |
| Pure Financial Advisors, LLC | 4.43% | Add +5.5% | 8,256,614 | $344.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +12.2% | 4,104,606 | $171.3M |
| Apella Capital, LLC | 2.42% | Add +6.0% | 4,123,403 | $171.1M |
| Focus Partners Advisor Solutions, LLC | 1.36% | Add +16.7% | 3,851,505 | $160.7M |
| Allworth Financial LP | 0.64% | Reduce -19.1% | 3,613,141 | $150.8M |
| TCI Wealth Advisors, Inc. | 6.06% | Add +33.3% | 3,354,088 | $140.0M |
| Foster Group, Inc. | 3.49% | Add +2.3% | 3,144,475 | $131.2M |
| Assetmark, Inc. | 0.22% | Add +89820.7% | 3,078,885 | $128.5M |
| Petersen Hastings Wealth Advisors Inc. | 10.56% | Add +1.8% | 3,014,121 | $125.8M |
| Bank of Montreal | 0.04% | Add +5.1% | 2,871,276 | $119.8M |
| Corient Private Wealth LP | 0.16% | Reduce -24.6% | 2,833,446 | $118.2M |
| Alesco Advisors, LLC, An ESL Co | 2.55% | Add +1.4% | 2,668,836 | $111.4M |
| Park Avenue Securities LLC | 0.69% | Add +6.8% | 2,647,486 | $110.5M |
| RW Investment Management LLC | 9.69% | Add +2.2% | 2,644,596 | $110.4M |
| Aprio Wealth Management, LLC | 4.85% | Reduce -4.2% | 2,354,573 | $98.3M |
| HB Wealth Management, LLC | 0.52% | Add +12.1% | 2,227,918 | $93.0M |
| Financial Consulate, Inc. | 9.80% | Add +3.5% | 2,109,650 | $88.0M |
| UBS Group AG | 0.01% | Reduce -2.2% | 2,100,442 | $87.7M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.9% | 2,089,651 | $87.2M |
| Beaird Harris Wealth Management, LLC | 5.35% | Reduce -4.3% | 2,047,480 | $85.4M |
| Beacon Pointe Advisors, LLC | 0.39% | Add +5.5% | 1,989,330 | $83.0M |
| Savant Capital, LLC | 0.24% | Add +205.3% | 1,938,510 | $81.5M |
| Root Financial Partners, LLC | 3.07% | Add +43.1% | 1,893,297 | $79.0M |
| Pathstone Holdings, LLC | 0.22% | Add +3.3% | 1,847,579 | $77.1M |
| Vise Technologies, Inc. | 0.87% | Add +79.6% | 1,846,253 | $77.0M |
| Raymond James Financial Inc. | 0.02% | Add +4.8% | 1,745,434 | $72.8M |
| Planning Center, Inc. | 6.59% | Add +1.3% | 1,673,148 | $69.8M |
| High Probability Advisors, LLC | 7.18% | Add +6.1% | 1,609,605 | $67.2M |
| Bank of America Corp. | 0.00% | Add +5.2% | 1,499,680 | $62.6M |
| Bouchey Financial Group, Ltd. | 3.76% | Reduce -35.5% | 1,393,666 | $58.2M |
| Clearstead Advisors, LLC | 0.54% | Reduce -49.8% | 1,364,264 | $56.9M |
| Satovsky Asset Management LLC | 8.95% | Add +2.5% | 1,344,748 | $56.1M |
| Retirement Solution LLC | 10.75% | Add +0.5% | 1,317,557 | $55.0M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Reduce -0.1% | 1,310,344 | $54.7M |
| Leading Edge Financial Planning LLC | 9.56% | Add +7.2% | 1,286,243 | $53.7M |
| Symmetry Partners, LLC | 2.69% | Reduce -2.0% | 1,263,811 | $52.7M |
| DiNuzzo Private Wealth, Inc. | 5.11% | Add +1.0% | 1,236,979 | $51.6M |
| Market Street Wealth Management Advisors LLC | 7.23% | Add +2.4% | 1,218,192 | $50.8M |
| Burton Enright Welch | 5.86% | Add +7.3% | 1,194,965 | $49.9M |
| Meredith Wealth Planning | 11.71% | Reduce -0.9% | 1,189,266 | $49.6M |
| Millburn Ridgefield LLC | 0.93% | No change | 1,172,200 | $48.9M |
| Catalyst Capital Advisors LLC | 0.81% | No change | 1,172,200 | $48.9M |
| Greenspring Advisors, LLC | 2.71% | Add +2.2% | 1,171,057 | $48.9M |
| Phillips Financial Management, LLC | 3.57% | Reduce -6.6% | 1,166,460 | $48.7M |
| Safeguard Investment Advisory Group, LLC | 11.22% | Reduce -5.4% | 1,164,049 | $48.6M |
| Harbour Investments, Inc. | 0.64% | Add +4.1% | 1,140,749 | $47.6M |
| Freedom Investment Management, Inc. | 13.06% | Reduce -5.2% | 1,124,058 | $46.9M |
| Chicago Partners Investment Group LLC | 0.93% | Add +2.4% | 1,118,988 | $46.2M |
| Fulton Bank, N.A. | 1.40% | Add +1.9% | 1,100,692 | $45.9M |
| Timonier Family Office, LTD. | 12.63% | — | 1,072,005 | $44.7M |
| Great Oak Capital Partners, LLC | 9.62% | Add +2.1% | 1,070,846 | $44.5M |
| Mariner, LLC | 0.04% | Reduce -22.5% | 1,024,210 | $42.7M |
| Farther Finance Advisors, LLC | 0.30% | Add +16.5% | 910,279 | $38.0M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -1.8% | 903,486 | $37.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -42.1% | 898,765 | $37.6M |
| Hippocratic Financial Advisors, LLC | 13.61% | Add +4.8% | 864,360 | $36.1M |
| Integrity Advisory Solutions, LLC | 3.71% | Add +11.9% | 863,227 | $36.0M |
| Woodward Financial Advisors, Inc. | 11.97% | — | 858,310 | $35.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.59% | Reduce -12.6% | 853,116 | $35.6M |
| Baird Financial Group, Inc. | 0.05% | Add +1.9% | 850,842 | $35.5M |
| Sequoia Financial Advisors, LLC | 0.17% | Add +0.5% | 824,569 | $34.4M |
| United Wealth Management, LLC | 7.40% | Add +1.7% | 788,373 | $32.9M |
| True Wealth Design, LLC | 7.79% | Add +8.8% | 784,807 | $32.7M |
| GeoWealth Management, LLC | 1.03% | Add +3.0% | 783,936 | $32.7M |
| AE Wealth Management LLC | 0.15% | Add +4.6% | 779,090 | $32.5M |
| von Borstel & Associates, Inc. | 6.57% | Add +1.9% | 767,921 | $32.0M |
| Stolz & Associates, PS | 19.89% | Add +3.7% | 763,427 | $31.9M |
| LPL Financial LLC | 0.01% | Add +18.0% | 724,151 | $30.2M |
| LVZ, Inc. | 2.97% | Add +1.9% | 700,148 | $29.2M |
| WPWealth LLP | 4.30% | Add +3.7% | 695,197 | $29.0M |
| Discipline Wealth Solutions, LLC | 2.53% | Reduce -3.3% | 694,265 | $29.0M |
| Arlington Financial Advisors, LLC | 3.67% | Add +2.9% | 692,349 | $28.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Add +2.0% | 691,936 | $28.9M |
| CVA Family Office, LLC | 2.59% | Add +8.3% | 686,275 | $28.6M |
| Sterling Wealth Management, Inc. | 6.96% | Add +3.7% | 670,845 | $28.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.5% | 664,486 | $27.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 647,840 | $26.8M |
| Integrity Alliance, Llc. | 0.84% | Reduce -0.4% | 639,416 | $26.7M |
| Three Arch Wealth Management LLC | 4.00% | Add +7.9% | 625,157 | $26.1M |
| Liberty Wealth Management LLC | 3.22% | No change | 701,173 | $25.8M |
| Lutz Financial Services LLC | 1.55% | Add +5.3% | 609,075 | $25.4M |
| Master's Wealth Management Inc. | 7.57% | Add +3.1% | 602,549 | $25.1M |
| Elser Financial Planning, Inc | 1.07% | Add +4.9% | 589,420 | $24.6M |
| Oceanside Advisors LLC | 12.30% | Add +3.5% | 584,073 | $24.4M |
| Sax Wealth Advisors, LLC | 0.99% | Reduce -6.4% | 661,497 | $24.3M |
| WCG Wealth Advisors LLC | 0.56% | Add +2.9% | 564,443 | $23.6M |
| Foundry Financial LLC | 7.84% | Add +12.5% | 557,469 | $23.3M |
| G2 Capital Management, LLC / Oh | 5.05% | Add +1.8% | 555,479 | $23.2M |
| Opus Capital Group, LLC | 2.22% | Add +1.8% | 549,188 | $22.9M |
| Bridgewater Advisors Inc. | 1.24% | Reduce -43.3% | 548,221 | $22.8M |
| Integrated Wealth Concepts LLC | 0.15% | Add +2.5% | 545,024 | $22.7M |
| Premier Financial Group | 4.52% | Reduce -1.1% | 538,358 | $22.5M |
| Midwest Heritage Bank, FSB | 6.31% | Add +1.0% | 533,313 | $22.3M |
| Tassel Capital Management, Inc. | 9.97% | Add +3.3% | 510,521 | $21.3M |
| Legacy Financial Group, Inc. | 4.96% | Add +1.7% | 509,323 | $21.3M |
| Mills Wealth Advisors LLC | 6.61% | Reduce -1.4% | 502,699 | $21.0M |
| Private Advisor Group, LLC | 0.10% | Add +155.9% | 500,172 | $20.9M |
"% of holder's portfolio" is DUHP's weight in each manager's 13F, not the share of Dimensional US High Profi Et the manager owns.