Dimensional US High Profi EtDUHPETF
13F holders, Q1 2024 (March 31)259holders
3famous investors
$31.59avg. 13F price*
At the end of Q1 2024, 259 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings. The largest holders were Mercer Global Advisors Inc. ($831.7M), Envestnet Asset Management Inc. ($810.8M) and Merriman Wealth Management, LLC ($256.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $70.0M |
| Exits | 12 | $9.6M |
Ownership 259 holders
| Mercer Global Advisors Inc. | 2.36% | Add +36.2% | 26,312,470 | $831.7M |
| Envestnet Asset Management Inc. | 0.30% | Add +29.5% | 25,649,219 | $810.8M |
| Merriman Wealth Management, LLC | 11.42% | Add +3.7% | 8,103,057 | $256.1M |
| Forum Financial Management, LP | 3.82% | Reduce -1.7% | 7,078,694 | $223.8M |
| Adero Partners, LLC | 16.01% | Reduce -0.2% | 6,691,202 | $211.5M |
| Alesco Advisors, LLC, An ESL Co | 2.75% | Add +14.2% | 2,642,225 | $83.5M |
| Corient Private Wealth LP | 0.14% | Reduce -9.2% | 2,457,635 | $77.7M |
| Aprio Wealth Management, LLC | 15.18% | Add +26.8% | 2,449,728 | $77.4M |
| Pure Financial Advisors, LLC | 2.38% | Add +26.6% | 2,404,910 | $76.0M |
| HighTower Advisors, LLC | 0.12% | Add +4.5% | 2,265,770 | $71.6M |
| LVZ, Inc. | 8.70% | Add +73.3% | 2,023,901 | $64.0M |
| Captrust Financial Advisors | 0.23% | Reduce -3.6% | 1,990,181 | $62.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.52% | Add +2.7% | 1,887,385 | $59.7M |
| Buckingham Strategic Wealth, LLC | 0.62% | Add +147.9% | 1,860,862 | $58.8M |
| Bank of Montreal | 0.02% | Add +11.0% | 1,772,350 | $56.1M |
| Bouchey Financial Group, Ltd. | 5.21% | Add +6.8% | 1,675,906 | $53.0M |
| UBS Group AG | 0.02% | Add +11591.6% | 1,633,437 | $51.6M |
| Planning Center, Inc. | 11.19% | Add +1.7% | 1,626,829 | $51.4M |
| OneDigital Investment Advisors LLC | 0.68% | Add +26.4% | 1,377,498 | $43.5M |
| DiNuzzo Private Wealth, Inc. | 5.67% | Add +0.1% | 1,329,817 | $42.0M |
| Park Avenue Securities LLC | 0.54% | Add +15.2% | 1,311,439 | $41.5M |
| High Probability Advisors, LLC | 7.69% | Reduce -1.7% | 1,311,277 | $41.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +205.9% | 1,308,443 | $41.4M |
| Pathstone Holdings, LLC | 0.19% | Add +15.2% | 1,267,456 | $40.1M |
| Safeguard Investment Advisory Group, LLC | 13.42% | Add +10.0% | 1,250,354 | $39.5M |
| Market Street Wealth Management Advisors LLC | 6.37% | Add +6.3% | 1,146,759 | $36.2M |
| Efficient Advisors, LLC | 2.30% | Add +0.8% | 1,135,705 | $35.9M |
| Ullmann Wealth Partners Group, LLC | 5.33% | Add +3.8% | 1,134,512 | $35.9M |
| Millburn Ridgefield LLC | 0.91% | No change | 1,043,052 | $33.0M |
| Catalyst Capital Advisors LLC | 0.79% | No change | 1,043,052 | $33.0M |
| Freedom Investment Management, Inc. | 2.62% | Reduce -8.9% | 1,034,847 | $32.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +12.5% | 1,025,314 | $32.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +8.2% | 1,009,411 | $31.9M |
| Financial Consulate, Inc. | 9.36% | Add +1.2% | 1,002,346 | $31.7M |
| Burton Enright Welch | 7.13% | Reduce -0.1% | 937,361 | $29.6M |
| True Wealth Design, LLC | 7.28% | Add +15.2% | 923,799 | $29.2M |
| Sequoia Financial Advisors, LLC | 0.33% | Add +4.8% | 828,707 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +8.9% | 812,638 | $25.7M |
| Christopher J. Hasenberg, Inc | 12.61% | Reduce -8.2% | 812,479 | $25.7M |
| Liberty Wealth Management LLC | 4.97% | Reduce -2.5% | 805,903 | $25.5M |
| Sax Wealth Advisors, LLC | 2.94% | Add +23.1% | 795,088 | $25.1M |
| Grunden Financial Advisory, Inc. | 13.35% | Add +0.2% | 793,995 | $25.1M |
| BetterWealth, LLC | 7.90% | Reduce -0.6% | 767,204 | $24.3M |
| Retirement Solution LLC | 6.09% | Reduce -0.7% | 711,641 | $22.5M |
| Vestmark Advisory Solutions, Inc. | 0.94% | Add +8.3% | 692,333 | $21.9M |
| Chicago Partners Investment Group LLC | 0.91% | Add +6.3% | 705,565 | $21.3M |
| Great Oak Capital Partners, LLC | 9.37% | Add +35.7% | 667,467 | $21.1M |
| Allworth Financial LP | 0.14% | Reduce -0.5% | 627,790 | $19.8M |
| AlTi Global, Inc. | 0.55% | Add +31.0% | 622,350 | $19.7M |
| Clarius Group, LLC | 1.33% | Add +1572.2% | 608,287 | $19.2M |
| Leading Edge Financial Planning LLC | 8.50% | Add +11.6% | 606,955 | $19.2M |
| Empowered Funds, LLC | 0.34% | New | 600,621 | $19.0M |
| Kestra Advisory Services, LLC | 0.13% | Add +10.1% | 591,288 | $18.7M |
| Focus Partners Advisor Solutions, LLC | 0.53% | Add +45.7% | 584,403 | $18.5M |
| Meredith Wealth Planning | 10.21% | Add +10.5% | 578,828 | $18.3M |
| Bank of America Corp. | 0.00% | Add +54.3% | 572,618 | $18.1M |
| MB Generational Wealth, LLC | 13.31% | Add +15.7% | 536,388 | $17.0M |
| Fischer Investment Strategies, LLC | 14.74% | Add +11.1% | 533,319 | $16.9M |
| Syverson Strege & Co | 5.93% | Add +1.0% | 520,266 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +23.4% | 510,603 | $16.1M |
| NewEdge Advisors, LLC | 0.14% | Add +16.4% | 510,402 | $16.1M |
| Oceanside Advisors LLC | 13.14% | Add +1.4% | 502,009 | $15.9M |
| AE Wealth Management LLC | 0.17% | Reduce -60.5% | 476,142 | $15.1M |
| Fortress Wealth Management, Inc. | 7.70% | Add +2.5% | 472,479 | $14.9M |
| Arlington Financial Advisors, LLC | 3.09% | New | 445,157 | $14.1M |
| Baird Financial Group, Inc. | 0.03% | Add +1495.7% | 442,162 | $14.0M |
| Opus Capital Group, LLC | 1.94% | New | 420,306 | $13.3M |
| Hutchinson Capital Management | 2.65% | Add +174.8% | 414,426 | $13.1M |
| Lutz Financial Services LLC | 1.14% | Add +17.9% | 412,899 | $13.1M |
| WCG Wealth Advisors LLC | 1.06% | Add +40.1% | 400,339 | $12.7M |
| Founders Financial Securities LLC | 1.32% | Reduce -35.0% | 398,429 | $12.6M |
| Websterrogers Financial Advisors, LLC | 4.46% | Reduce -12.5% | 397,072 | $12.6M |
| Kooman & Associates | 5.18% | Add +0.6% | 393,238 | $12.4M |
| Horizon Investments, LLC | 0.33% | Reduce -35.3% | 393,023 | $12.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.30% | Reduce -0.6% | 384,196 | $12.1M |
| Pinnacle Associates Ltd. | 0.19% | Reduce -0.6% | 384,196 | $12.1M |
| West Financial Advisors, LLC | 2.57% | Add +1.8% | 379,605 | $12.0M |
| CPA Asset Management Group, LLC | 6.71% | Add +3.7% | 379,253 | $12.0M |
| Satovsky Asset Management LLC | 3.47% | Reduce -6.6% | 375,342 | $11.9M |
| REDW Wealth LLC | 3.10% | Add +11.9% | 363,437 | $11.5M |
| TCI Wealth Advisors, Inc. | 1.10% | Add +12.2% | 354,642 | $11.2M |
| Mariner, LLC | 0.02% | Add +28.7% | 351,748 | $11.1M |
| Bridgewater Advisors Inc. | 1.66% | Add +20.5% | 351,184 | $11.1M |
| Aveo Capital Partners, LLC | 1.18% | Reduce -0.3% | 356,454 | $10.8M |
| Exencial Wealth Advisors, LLC | 0.40% | Add +24.5% | 340,647 | $10.8M |
| Legacy Financial Group, Inc. | 4.23% | Add +7.6% | 340,137 | $10.8M |
| TCP Asset Management, LLC | 2.79% | Add +23.8% | 334,484 | $10.6M |
| Phillips Financial Management, LLC | 0.83% | Add +24.9% | 321,270 | $10.2M |
| PBMares Wealth Management LLC | 2.61% | Add +23.8% | 317,015 | $10.0M |
| Intrepid Capital Management Inc. | 6.18% | Add +5.5% | 301,773 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +37.0% | 297,490 | $9.4M |
| Raymond James & Associates | 0.01% | Add +53.2% | 285,042 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | New | 280,097 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 291,239 | $8.8M |
| RFG Advisory, LLC | 0.29% | Reduce -1.1% | 271,845 | $8.6M |
| Applied Capital LLC | 5.04% | Add +5.2% | 268,429 | $8.5M |
| Intelligence Driven Advisers, LLC | 1.20% | Reduce -4.9% | 256,090 | $8.1M |
| Abel Hall, LLC | 5.80% | Add +0.4% | 245,085 | $7.7M |
| Level Financial Advisors | 3.42% | Add +38.5% | 238,211 | $7.5M |
| Avondale Wealth Management | 5.14% | Add +3.2% | 232,157 | $7.3M |
| Waycross Investment Management Co | 6.82% | Add +16.3% | 231,647 | $7.3M |
| Morgan Stanley | 0.00% | Add +79.5% | 231,518 | $7.3M |
| Crown Wealth Group, LLC | 3.76% | Add +0.2% | 230,963 | $7.3M |
| Waypoint Capital Advisors, LLC | 1.90% | Add +19.3% | 229,166 | $7.2M |
| Weinberger Asset Management, Inc | 3.29% | Add +14.1% | 215,723 | $6.8M |
| Gemmer Asset Management LLC | 0.79% | Add +36.5% | 215,072 | $6.8M |
| Cardiff Park Advisors, LLC | 0.64% | Add +0.0% | 212,700 | $6.7M |
| Midwest Heritage Bank, FSB | 3.54% | Add +29.6% | 212,680 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +5.5% | 209,514 | $6.6M |
| Mills Wealth Advisors LLC | 4.73% | Reduce -4.5% | 203,951 | $6.4M |
| RCS Financial Planning, LLC | 3.68% | Reduce -18.5% | 189,173 | $6.0M |
| Family Wealth Partners, LLC | 3.07% | Add +58.8% | 171,172 | $5.4M |
| Walden Wealth Partners LLC | 3.10% | Add +7.4% | 172,683 | $5.3M |
| Claris Advisors, LLC / Mo / | 2.65% | Add +8.5% | 166,114 | $5.3M |
| LPL Financial LLC | 0.00% | Add +23.6% | 162,342 | $5.1M |
| Equitable Holdings, Inc. | 0.05% | Add +87.3% | 151,210 | $4.8M |
| Raffa Wealth Management, LLC | 1.32% | Add +8.9% | 139,814 | $4.4M |
| Waterfront Wealth Inc. | 1.19% | Reduce -7.7% | 140,946 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +24.3% | 132,521 | $4.2M |
| Envision Financial Planning, LLC | 3.37% | Add +15.7% | 131,931 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -22.0% | 125,007 | $4.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +2.8% | 124,602 | $3.9M |
| Renaissance Technologies | 0.01% | Reduce -44.3% | 116,400 | $3.7M |
| Aspen Wealth Management LLC | 1.40% | Reduce -3.9% | 115,007 | $3.6M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1.9% | 113,489 | $3.6M |
| L & S Advisors Inc | 0.43% | Add +0.5% | 107,477 | $3.4M |
| Lincoln National Corp. | 0.05% | Add +4.8% | 106,661 | $3.4M |
| Carlson Capital Management | 0.14% | Reduce -93.6% | 95,985 | $3.0M |
| EverSource Wealth Advisors, LLC | 0.22% | Add +66.3% | 95,054 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.9% | 89,542 | $2.8M |
| Tortoise Investment Management, LLC | 0.34% | Add +4.4% | 89,069 | $2.8M |
| tru Independence LLC | 0.82% | New | 88,354 | $2.8M |
| Investmark Advisory Group LLC | 1.52% | Add +2.9% | 87,447 | $2.8M |
| Signet Financial Management, LLC | 0.36% | Add +2.4% | 83,621 | $2.6M |
| Viawealth, LLC | 1.63% | Add +13.4% | 82,412 | $2.6M |
| Main Street Financial Solutions, LLC | 0.25% | Add +4.7% | 72,792 | $2.3M |
| WESCAP Management Group, Inc. | 0.66% | New | 72,296 | $2.3M |
| Karpas Strategies, LLC | 0.69% | Add +37.2% | 70,380 | $2.2M |
| PFG Advisors | 0.15% | Add +4.4% | 66,181 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +12.5% | 64,893 | $2.1M |
| Blue Trust, Inc. | 0.03% | Add +36.7% | 63,080 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +36.6% | 62,155 | $2.0M |
| Corus Family Wealth Advisors | 1.59% | Add +3.9% | 58,885 | $1.9M |
| SageView Advisory Group, LLC | 0.09% | Reduce -2.9% | 57,914 | $1.8M |
| Firethorn Wealth Partners, LLC | 1.05% | Add +51.0% | 56,221 | $1.8M |
| Peninsula Wealth, LLC | 0.35% | Add +2.1% | 55,927 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -5.7% | 55,315 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -12.3% | 55,219 | $1.7M |
| American Investment Services, Inc. | 0.31% | Add +7.5% | 55,051 | $1.7M |
| Caprock Group, LLC | 0.10% | Add +0.8% | 53,230 | $1.7M |
| CVA Family Office, LLC | 0.29% | Add +53.8% | 51,794 | $1.6M |
| Sollinda Capital Management LLC | 0.51% | New | 51,461 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +6018.0% | 50,902 | $1.6M |
| GEM Asset Management, LLC | 1.07% | Reduce -2.4% | 53,148 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 50,000 | $1.6M |
| Creative Planning | 0.00% | Reduce -1.0% | 49,277 | $1.6M |
| Good Life Advisors, LLC | 0.13% | Reduce -26.3% | 47,652 | $1.5M |
| Nwam LLC | 0.12% | Add +1.8% | 46,365 | $1.5M |
| Robinson Smith Wealth Advisors LLC | 1.38% | Add +0.2% | 45,506 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.2% | 44,080 | $1.4M |
| Andrews, Lucia Wealth Management LLC | 0.97% | Add +12.3% | 42,980 | $1.4M |
| Betterment LLC | 0.00% | Add +19.5% | 41,721 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.46% | Reduce -1.9% | 38,679 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.45% | New | 35,488 | $1.1M |
| Global Trust Asset Management, LLC | 0.46% | Add +2.0% | 35,112 | $1.1M |
| Altiora Financial Group, LLC | 0.30% | New | 34,750 | $1.1M |
| Edge Financial Advisors LLC | 0.94% | — | 33,262 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +4.9% | 32,503 | $1.0M |
| Rehmann Capital Advisory Group | 0.07% | Add +47.9% | 31,714 | $1.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +23.4% | 29,309 | $922K |
| Brighton Jones LLC | 0.03% | Add +50.6% | 28,175 | $891K |
| Angeles Wealth Management, LLC | 0.09% | Add +137.6% | 27,754 | $877K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +48.6% | 26,766 | $846K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +48.6% | 26,766 | $846K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +7.3% | 25,650 | $811K |
| Annapolis Financial Services, LLC | 0.24% | Reduce -45.7% | 23,363 | $739K |
| Hutchens & Kramer Investment Management Group, LLC | 0.41% | Reduce -14.6% | 22,136 | $696K |
| Root Financial Partners, LLC | 0.20% | Reduce -5.8% | 21,019 | $664K |
| SC&H Financial Advisors, Inc. | 0.17% | Add +0.2% | 20,979 | $663K |
| EnRich Financial Partners LLC | 0.24% | Reduce -1.6% | 19,980 | $632K |
| Maryland Capital Advisors Inc. | 0.38% | Add +12.5% | 19,254 | $609K |
| Dopkins Wealth Management, LLC | 0.36% | Add +61.4% | 19,108 | $604K |
| Cerity Partners LLC | 0.00% | No change | 19,065 | $603K |
| Evanson Asset Management, LLC | 0.04% | Add +13.6% | 18,865 | $596K |
| B.O.S.S. Retirement Advisors, LLC | 0.22% | Reduce -8.2% | 20,292 | $581K |
| Harbour Investments, Inc. | 0.02% | Reduce -15.0% | 17,879 | $565K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $547K |
| 25 LLC | 0.26% | Add +0.5% | 16,989 | $537K |
| Wealthspan Partners, LLC | 0.31% | Add +8.6% | 16,625 | $526K |
| CGN Advisors LLC | 0.07% | Add +2.9% | 16,523 | $522K |
| Spire Wealth Management | 0.01% | Add +1.4% | 16,302 | $515K |
| IHT Wealth Management, LLC | 0.02% | Add +11.6% | 15,909 | $503K |
| CreativeOne Wealth, LLC | 0.02% | New | 15,511 | $490K |
| Fidelis Capital Partners, LLC | 0.07% | Add +106.8% | 14,926 | $472K |
| Index Fund Advisors, Inc. | 0.03% | Add +5.8% | 14,519 | $459K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.2% | 14,237 | $450K |
| HM Payson & Co. | 0.01% | No change | 14,060 | $444K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $423K |
| Awm Capital, LLC | 0.07% | No change | 13,358 | $422K |
| Fortis Capital Management LLC | 0.11% | Add +0.2% | 13,315 | $421K |
| Mgo One Seven LLC | 0.02% | Add +8.8% | 13,240 | $419K |
| Summit Wealth Partners, LLC | 0.09% | No change | 13,160 | $416K |
| Unison Advisors LLC | 0.04% | Add +73.0% | 13,043 | $412K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.8% | 13,033 | $412K |
| Hanover Advisors Inc. | 0.17% | Add +20.9% | 12,654 | $400K |
| Cherrydale Wealth Management, LLC | 0.19% | Reduce -27.1% | 12,608 | $399K |
| Foster Group, Inc. | 0.02% | New | 11,546 | $365K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,347 | $359K |
| Disciplined Investments, LLC | 0.19% | Add +38.1% | 11,291 | $357K |
| Cetera Investment Advisers | 0.00% | New | 10,885 | $344K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 10,860 | $343K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +8.3% | 10,512 | $332K |
| Heritage Investment Group, Inc. | 0.04% | No change | 10,329 | $326K |
| Nova R Wealth, Inc. | 0.16% | New | 9,758 | $308K |
| PNC Financial Services Group, Inc. | 0.00% | New | 9,336 | $295K |
| Signaturefd, LLC | 0.01% | Add +1772.3% | 9,062 | $286K |
| Independent Financial Group, LLC | 0.01% | Add +1.4% | 8,470 | $268K |
| HB Wealth Management, LLC | 0.00% | New | 7,855 | $248K |
| Wells Fargo & Company | 0.00% | New | 7,757 | $245K |
| Jackson Thornton Wealth Management, LLC | 0.04% | New | 7,666 | $242K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -85.8% | 7,532 | $238K |
| Modera Wealth Management, LLC | 0.00% | New | 7,425 | $235K |
| Capital CS Group, LLC | 0.23% | No change | 7,380 | $233K |
| Glassy Mountain Advisors, Inc. | 0.09% | Add +1.8% | 7,306 | $231K |
| Elevate Wealth Advisory, Inc. | 0.20% | Reduce -6.3% | 7,230 | $229K |
| City State Bank | 0.10% | New | 7,000 | $221K |
| Raymond James Trust N.A. | 0.01% | New | 6,973 | $220K |
| Aspire Private Capital, LLC | 0.06% | Add +48.6% | 6,946 | $220K |
| Aspire Wealth Management Corp | 0.13% | Add +1.8% | 6,865 | $217K |
| Fisher Asset Management | 0.00% | New | 6,639 | $210K |
| Comerica Bank | 0.00% | Add +345.4% | 6,538 | $207K |
| Hartline Investment Corp./ | 0.04% | New | 6,378 | $202K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 6,378 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +21333.3% | 5,144 | $163K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 4,978 | $157K |
| GeoWealth Management, LLC | 0.01% | New | 4,575 | $145K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +46.3% | 4,419 | $140K |
| WealthShield Partners, LLC | 0.02% | Reduce -19.1% | 3,917 | $124K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,207 | $70K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $68K |
| Mather Group, Llc. | 0.00% | New | 2,072 | $59K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,781 | $56K |
| Studio Investment Management LLC | 0.01% | New | 1,557 | $49K |
| Lam Group, Inc. | 0.02% | Add +0.6% | 890 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.1% | 833 | $26K |
| Lindbrook Capital, LLC | 0.00% | No change | 724 | $23K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -52.5% | 642 | $20K |
| American Capital Advisory, LLC | 0.01% | Reduce -10.9% | 669 | $17K |
| Providence Capital Advisors, LLC | 0.00% | New | 493 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 290 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -50.5% | 271 | $9K |
| Assetmark, Inc. | 0.00% | New | 222 | $7K |
| Coston, McIsaac & Partners | 0.00% | New | 222 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 246 | $7K |
| Balefire, LLC | 0.00% | New | 109 | $3K |
| NorthRock Partners, LLC | 0.00% | New | 45 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 30 | $948 |
| Gradient Investments LLC | 0.00% | New | 2 | $52 |
| FMR LLC | 0.00% | No change | 1 | $32 |
"% 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.