Dimensional US High Profi EtDUHPETF
13F holders, Q2 2024 (June 30)290holders +31
37new positions
13sold out
1famous investor
$31.54avg. 13F price*
At the end of Q2 2024, 290 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 31 from Q1 2024. 37 opened new positions and 13 sold out. The largest holders were Envestnet Asset Management Inc. ($941.5M), Mercer Global Advisors Inc. ($919.7M) and Merriman Wealth Management, LLC ($262.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $68.2M |
| Exits | 13 | $27.4M |
All 13F filers, Q1 2024 → Q2 2024: 22,078,199 shares bought and 2,101,087 shares sold, net +19,977,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Envestnet Asset Management Inc. | 0.33% | Add +14.7% | 29,430,960 | $941.5M |
| Mercer Global Advisors Inc. | 2.51% | Add +16.4% | 30,626,311 | $919.7M |
| Merriman Wealth Management, LLC | 11.48% | Add +1.3% | 8,211,229 | $262.7M |
| Adero Partners, LLC | 15.75% | Add +0.9% | 6,751,837 | $216.0M |
| Forum Financial Management, LP | 3.87% | Reduce -5.6% | 6,682,290 | $213.8M |
| Pure Financial Advisors, LLC | 3.04% | Add +42.5% | 3,427,780 | $109.7M |
| Alesco Advisors, LLC, An ESL Co | 2.80% | Add +1.2% | 2,673,829 | $85.5M |
| Corient Private Wealth LP | 0.14% | Add +3.2% | 2,535,192 | $81.1M |
| HighTower Advisors, LLC | 0.12% | Add +5.6% | 2,392,267 | $76.5M |
| Aprio Wealth Management, LLC | 12.99% | Reduce -9.0% | 2,228,963 | $71.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +61.6% | 2,115,011 | $67.7M |
| Buckingham Strategic Wealth, LLC | 0.70% | Add +12.8% | 2,099,693 | $67.2M |
| Pathstone Holdings, LLC | 0.30% | Add +62.5% | 2,060,043 | $65.9M |
| LVZ, Inc. | 8.91% | Add +1.0% | 2,044,017 | $65.4M |
| Foster Group, Inc. | 2.57% | Add +17602.4% | 2,043,924 | $65.4M |
| Bank of Montreal | 0.02% | Add +7.8% | 1,910,407 | $61.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.53% | Add +1.5% | 1,916,379 | $61.3M |
| Captrust Financial Advisors | 0.19% | Reduce -6.1% | 1,867,965 | $59.8M |
| Bouchey Financial Group, Ltd. | 5.27% | Add +3.5% | 1,735,064 | $55.5M |
| Planning Center, Inc. | 6.91% | Add +1.6% | 1,652,774 | $52.9M |
| UBS Group AG | 0.02% | Reduce -1.4% | 1,610,393 | $51.5M |
| Park Avenue Securities LLC | 0.56% | Add +9.9% | 1,441,146 | $46.1M |
| OneDigital Investment Advisors LLC | 0.55% | Reduce -0.5% | 1,370,740 | $43.8M |
| Safeguard Investment Advisory Group, LLC | 13.61% | Add +9.5% | 1,369,030 | $43.8M |
| High Probability Advisors, LLC | 7.59% | Reduce -0.3% | 1,307,996 | $41.8M |
| DiNuzzo Private Wealth, Inc. | 5.61% | Reduce -2.2% | 1,300,188 | $41.6M |
| Satovsky Asset Management LLC | 9.95% | Add +244.7% | 1,293,917 | $41.4M |
| Ullmann Wealth Partners Group, LLC | 5.32% | Add +2.8% | 1,166,462 | $37.3M |
| Market Street Wealth Management Advisors LLC | 6.37% | Add +1.2% | 1,161,007 | $37.1M |
| Efficient Advisors, LLC | 2.37% | Add +0.6% | 1,142,414 | $36.5M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +7.1% | 1,080,932 | $34.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.3% | 1,080,109 | $34.6M |
| Beaird Harris Wealth Management, LLC | 3.20% | New | 1,063,655 | $34.0M |
| Freedom Investment Management, Inc. | 2.73% | Add +0.6% | 1,040,894 | $33.3M |
| Millburn Ridgefield LLC | 0.88% | Reduce -1.5% | 1,026,944 | $32.9M |
| Catalyst Capital Advisors LLC | 0.76% | Reduce -1.5% | 1,026,944 | $32.9M |
| Financial Consulate, Inc. | 9.43% | Add +0.3% | 1,005,318 | $32.2M |
| Burton Enright Welch | 6.98% | Add +0.9% | 946,024 | $30.3M |
| True Wealth Design, LLC | 7.44% | Add +1.8% | 940,696 | $30.1M |
| Focus Partners Advisor Solutions, LLC | 0.79% | Add +60.8% | 939,587 | $30.1M |
| Sax Wealth Advisors, LLC | 2.80% | Add +15.5% | 918,652 | $29.4M |
| Great Oak Capital Partners, LLC | 10.40% | Add +30.4% | 870,685 | $27.7M |
| Sequoia Financial Advisors, LLC | 0.33% | Add +4.0% | 862,152 | $27.6M |
| Christopher J. Hasenberg, Inc | 12.49% | Add +6.1% | 861,948 | $27.6M |
| Grunden Financial Advisory, Inc. | 13.63% | Add +2.8% | 815,968 | $26.1M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +0.3% | 814,738 | $26.1M |
| Vestmark Advisory Solutions, Inc. | 1.07% | Add +15.3% | 798,464 | $25.5M |
| Clarius Group, LLC | 1.80% | Add +30.4% | 793,079 | $25.4M |
| Liberty Wealth Management LLC | 4.61% | Add +86.3% | 1,501,479 | $25.1M |
| BetterWealth, LLC | 7.80% | Reduce -0.3% | 764,634 | $24.5M |
| Chicago Partners Investment Group LLC | 0.92% | Add +4.5% | 737,365 | $23.7M |
| Bank of America Corp. | 0.00% | Add +28.7% | 736,808 | $23.6M |
| Retirement Solution LLC | 6.08% | Reduce -0.5% | 707,854 | $22.6M |
| AlTi Global, Inc. | 0.60% | Add +13.1% | 703,550 | $22.5M |
| Leading Edge Financial Planning LLC | 8.59% | Add +10.3% | 669,242 | $21.4M |
| Meredith Wealth Planning | 11.13% | Add +14.7% | 663,875 | $21.2M |
| Allworth Financial LP | 0.13% | Add +2.0% | 640,228 | $20.7M |
| Kestra Advisory Services, LLC | 0.11% | Add +7.8% | 637,153 | $20.4M |
| MB Generational Wealth, LLC | 13.52% | Add +1.7% | 545,496 | $17.5M |
| Syverson Strege & Co | 5.73% | Add +1.1% | 525,720 | $16.8M |
| Fischer Investment Strategies, LLC | 16.31% | Reduce -1.9% | 522,938 | $16.7M |
| NewEdge Advisors, LLC | 0.12% | Add +1.9% | 520,239 | $16.6M |
| Exencial Wealth Advisors, LLC | 0.62% | Add +51.3% | 515,524 | $16.5M |
| Oceanside Advisors LLC | 13.26% | Add +2.2% | 512,919 | $16.4M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 507,062 | $16.2M |
| AE Wealth Management LLC | 0.16% | Add +5.8% | 503,946 | $16.1M |
| TCI Wealth Advisors, Inc. | 1.48% | Add +38.5% | 491,043 | $15.7M |
| Strategic Investment Solutions, Inc. | 4.93% | — | 469,015 | $15.3M |
| Opus Capital Group, LLC | 2.17% | Add +13.3% | 476,009 | $15.2M |
| Fortress Wealth Management, Inc. | 7.70% | Reduce -0.4% | 470,565 | $15.1M |
| Baird Financial Group, Inc. | 0.03% | Add +3.9% | 459,234 | $14.7M |
| Arlington Financial Advisors, LLC | 3.15% | Add +0.9% | 449,034 | $14.4M |
| Lutz Financial Services LLC | 1.24% | Add +8.2% | 446,705 | $14.3M |
| Mariner, LLC | 0.03% | Add +24.1% | 436,389 | $14.0M |
| Founders Financial Securities LLC | 1.27% | Add +5.7% | 421,267 | $13.5M |
| Bridgewater Advisors Inc. | 1.66% | Add +20.3% | 422,472 | $13.5M |
| Horizon Investments, LLC | 0.37% | Add +6.0% | 416,450 | $13.3M |
| Hutchinson Capital Management | 2.70% | Reduce -0.6% | 412,156 | $13.2M |
| WCG Wealth Advisors LLC | 0.98% | Add +3.0% | 412,140 | $13.2M |
| Websterrogers Financial Advisors, LLC | 4.60% | Add +1.8% | 404,028 | $12.9M |
| Kooman & Associates | 5.09% | Add +0.6% | 395,430 | $12.6M |
| CPA Asset Management Group, LLC | 6.76% | Add +4.1% | 394,638 | $12.6M |
| West Financial Advisors, LLC | 2.61% | Add +3.4% | 392,628 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +31.7% | 391,700 | $12.5M |
| REDW Wealth LLC | 3.28% | Add +7.5% | 390,785 | $12.5M |
| Phillips Financial Management, LLC | 1.03% | Add +21.3% | 389,583 | $12.5M |
| PBMares Wealth Management LLC | 2.94% | Add +18.0% | 373,950 | $12.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.23% | Reduce -2.7% | 373,911 | $12.0M |
| Pinnacle Associates Ltd. | 0.19% | Reduce -2.7% | 373,911 | $12.0M |
| Legacy Financial Group, Inc. | 4.35% | Add +5.6% | 359,316 | $11.5M |
| Aveo Capital Partners, LLC | 1.27% | Reduce -1.8% | 349,970 | $11.2M |
| TCP Asset Management, LLC | 2.79% | Add +3.1% | 344,999 | $11.0M |
| Raymond James & Associates | 0.01% | Add +10.0% | 313,666 | $10.0M |
| Intrepid Capital Management Inc. | 6.21% | Add +1.1% | 304,937 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 302,733 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +498.2% | 299,103 | $9.6M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +36.8% | 286,674 | $9.2M |
| Level Financial Advisors | 3.96% | Add +19.8% | 285,335 | $9.1M |
| Waypoint Capital Advisors, LLC | 2.26% | Add +23.3% | 282,501 | $9.0M |
| Applied Capital LLC | 5.16% | Add +4.7% | 280,903 | $9.0M |
"% 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.