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 |
| Gemmer Asset Management LLC | 0.96% | Add +30.0% | 279,684 | $8.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -1.1% | 276,867 | $8.9M |
| Simplicity Wealth,LLC | 0.20% | New | 275,862 | $8.8M |
| RFG Advisory, LLC | 0.29% | Add +0.8% | 273,900 | $8.8M |
| Abel Hall, LLC | 5.88% | Add +6.0% | 259,707 | $8.3M |
| LPL Financial LLC | 0.00% | Add +53.8% | 249,734 | $8.0M |
| Avondale Wealth Management | 5.26% | Add +3.7% | 240,716 | $7.7M |
| Intelligence Driven Advisers, LLC | 1.08% | Reduce -7.2% | 237,728 | $7.6M |
| RCS Financial Planning, LLC | 4.48% | Add +25.4% | 237,264 | $7.6M |
| Waycross Investment Management Co | 7.31% | Add +2.1% | 236,633 | $7.6M |
| Mills Wealth Advisors LLC | 5.20% | Add +11.4% | 227,306 | $7.3M |
| Osaic Holdings, Inc. | 0.02% | Add +70.9% | 226,431 | $7.2M |
| Midwest Heritage Bank, FSB | 3.65% | Add +6.0% | 225,495 | $7.2M |
| Weinberger Asset Management, Inc | 3.34% | Add +2.7% | 221,616 | $7.1M |
| Cardiff Park Advisors, LLC | 0.66% | Add +0.0% | 212,719 | $6.8M |
| Crown Wealth Group, LLC | 3.22% | Reduce -12.7% | 201,701 | $6.5M |
| Family Wealth Partners, LLC | 3.25% | Add +14.4% | 195,838 | $6.3M |
| Equitable Holdings, Inc. | 0.07% | Add +28.5% | 194,339 | $6.2M |
| Fiduciary Financial Group, LLC | 1.40% | — | 174,760 | $5.8M |
| Security Financial Services, INC. | 1.24% | New | 178,535 | $5.7M |
| Walden Wealth Partners LLC | 3.11% | Add +1.0% | 174,403 | $5.6M |
| Arkadios Wealth Advisors | 0.36% | New | 165,790 | $5.3M |
| Claris Advisors, LLC / Mo / | 2.64% | Reduce -3.6% | 160,197 | $5.1M |
| Raffa Wealth Management, LLC | 1.43% | Add +12.6% | 157,482 | $5.0M |
| Envision Financial Planning, LLC | 3.76% | Add +16.4% | 153,541 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.30% | Add +44.6% | 137,430 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.2% | 137,806 | $4.4M |
| Waterfront Wealth Inc. | 1.17% | Reduce -4.4% | 134,798 | $4.3M |
| Signet Financial Management, LLC | 0.58% | Add +60.5% | 134,182 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.3% | 124,995 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -46.6% | 123,716 | $4.0M |
| Aspen Wealth Management LLC | 1.27% | Add +0.2% | 115,237 | $3.7M |
| WESCAP Management Group, Inc. | 0.99% | Add +51.9% | 109,822 | $3.5M |
| L & S Advisors Inc | 0.44% | Add +0.6% | 108,089 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.5% | 102,549 | $3.3M |
| Sollinda Capital Management LLC | 1.00% | Add +99.1% | 102,474 | $3.3M |
| tru Independence LLC | 0.98% | Add +15.3% | 101,907 | $3.3M |
| Karpas Strategies, LLC | 0.99% | Add +39.8% | 98,381 | $3.1M |
| Tortoise Investment Management, LLC | 0.34% | Add +5.5% | 93,951 | $3.0M |
| Carlson Capital Management | 0.14% | Reduce -3.9% | 92,219 | $3.0M |
| Investmark Advisory Group LLC | 1.54% | Add +3.4% | 90,414 | $2.9M |
| Black Point Wealth Management | 2.83% | — | 85,345 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.28% | Add +64.2% | 83,582 | $2.7M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -30.1% | 79,318 | $2.5M |
| Viawealth, LLC | 1.55% | Reduce -5.2% | 78,102 | $2.5M |
| Main Street Financial Solutions, LLC | 0.23% | Add +3.7% | 75,518 | $2.4M |
| Altiora Financial Group, LLC | 0.57% | Add +112.1% | 73,708 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Add +17.2% | 72,864 | $2.3M |
| Two West Capital Advisors LLC | 2.21% | — | 72,312 | $2.3M |
| Sterling Wealth Management, Inc. | 1.06% | New | 69,545 | $2.2M |
| PFG Advisors | 0.15% | Add +4.6% | 69,205 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +24.2% | 68,721 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 68,483 | $2.2M |
| Firethorn Wealth Partners, LLC | 1.16% | Add +14.0% | 64,073 | $2.0M |
| Creative Planning | 0.00% | Add +29.6% | 63,845 | $2.0M |
| Edge Financial Advisors LLC | 2.09% | Add +89.6% | 63,078 | $2.0M |
| GEM Asset Management, LLC | 1.25% | Add +17.7% | 62,552 | $2.0M |
| CVA Family Office, LLC | 0.36% | Add +20.7% | 62,518 | $2.0M |
| Blue Trust, Inc. | 0.03% | No change | 63,080 | $2.0M |
| Caprock Group, LLC | 0.08% | Add +12.1% | 59,685 | $1.9M |
| Corus Family Wealth Advisors | 1.59% | No change | 58,885 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +30.9% | 57,705 | $1.8M |
| SageView Advisory Group, LLC | 0.11% | Reduce -1.1% | 57,268 | $1.8M |
| Apella Capital, LLC | 0.08% | New | 54,922 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.63% | Add +39.9% | 54,092 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -54.3% | 53,200 | $1.7M |
| Austin Asset Management Co Inc | 0.35% | New | 52,156 | $1.7M |
| Good Life Advisors, LLC | 0.14% | Add +8.7% | 51,793 | $1.7M |
| Mattern Wealth Management LLC | 0.39% | New | 50,286 | $1.6M |
| Robinson Smith Wealth Advisors LLC | 1.40% | Add +9.1% | 49,652 | $1.6M |
| American Investment Services, Inc. | 0.28% | Reduce -11.6% | 48,672 | $1.6M |
| Jackson Thornton Wealth Management, LLC | 0.24% | Add +533.9% | 48,597 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +46.5% | 47,626 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.71% | Add +28.0% | 45,431 | $1.5M |
| Evanson Asset Management, LLC | 0.10% | Add +128.0% | 43,018 | $1.4M |
| Andrews, Lucia Wealth Management LLC | 0.95% | No change | 42,980 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +42.1% | 38,032 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +42.1% | 38,032 | $1.2M |
| Peninsula Wealth, LLC | 0.22% | Reduce -35.1% | 36,274 | $1.2M |
| Arcadia Wealth Management, LLC | 0.66% | New | 36,249 | $1.2M |
| Global Trust Asset Management, LLC | 0.46% | Add +1.9% | 35,762 | $1.1M |
| Betterment LLC | 0.00% | Reduce -19.4% | 33,635 | $1.1M |
| Rehmann Capital Advisory Group | 0.08% | Add +5.8% | 33,564 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.27% | Add +60.6% | 32,594 | $1.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +3.0% | 30,175 | $964K |
| Brighton Jones LLC | 0.03% | Add +0.0% | 28,179 | $901K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.7% | 26,350 | $843K |
| Index Fund Advisors, Inc. | 0.04% | Add +69.9% | 24,665 | $789K |
| Angeles Wealth Management, LLC | 0.07% | Reduce -15.6% | 23,433 | $750K |
| Annapolis Financial Services, LLC | 0.23% | Reduce -4.0% | 22,431 | $718K |
| Hutchens & Kramer Investment Management Group, LLC | 0.39% | Reduce -0.3% | 22,071 | $705K |
| Maryland Capital Advisors Inc. | 0.38% | Add +14.4% | 22,032 | $705K |
| SC&H Financial Advisors, Inc. | 0.17% | Add +3.0% | 21,612 | $691K |
| EnRich Financial Partners LLC | 0.24% | Add +0.6% | 20,104 | $643K |
| 25 LLC | 0.30% | Add +17.1% | 19,899 | $637K |
| Dopkins Wealth Management, LLC | 0.36% | Reduce -1.9% | 18,741 | $600K |
| Disciplined Investments, LLC | 0.32% | Add +65.9% | 18,732 | $599K |
| Quadrature Capital Ltd | 0.01% | New | 18,372 | $588K |
| Cerity Partners LLC | 0.00% | Reduce -3.6% | 18,376 | $588K |
| Wealthspan Partners, LLC | 0.31% | Add +4.9% | 17,440 | $558K |
| Fidelis Capital Partners, LLC | 0.08% | Add +21.3% | 18,102 | $558K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $553K |
| Spire Wealth Management | 0.02% | Add +1.8% | 16,587 | $531K |
| Jane Street Group, LLC | 0.00% | New | 16,484 | $527K |
| CGN Advisors LLC | 0.06% | Reduce -1.4% | 16,288 | $521K |
| Harbour Investments, Inc. | 0.02% | Reduce -10.0% | 16,099 | $515K |
| Mgo One Seven LLC | 0.02% | Add +17.1% | 15,500 | $496K |
| Root Financial Partners, LLC | 0.12% | Reduce -26.8% | 15,388 | $492K |
| Summit Wealth Partners, LLC | 0.10% | Add +12.3% | 14,781 | $473K |
| GTS Securities LLC | 0.01% | New | 14,644 | $468K |
| IHT Wealth Management, LLC | 0.02% | Reduce -9.4% | 14,409 | $461K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.4% | 14,258 | $456K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +24.7% | 14,146 | $453K |
| HM Payson & Co. | 0.01% | No change | 14,060 | $450K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $428K |
| Awm Capital, LLC | 0.07% | No change | 13,358 | $427K |
| Fortis Capital Management LLC | 0.09% | Add +0.3% | 13,352 | $427K |
| Csenge Advisory Group | 0.02% | New | 13,314 | $426K |
| Northwest Wealth Management, LLC | 0.11% | New | 13,156 | $421K |
| Unison Advisors LLC | 0.05% | Add +0.3% | 13,085 | $419K |
| Two Sigma Investments, LP | 0.00% | New | 13,000 | $416K |
| Kingfisher Capital LLC | 0.10% | New | 12,751 | $408K |
| GeoWealth Management, LLC | 0.02% | Add +156.9% | 11,754 | $376K |
| Cherrydale Wealth Management, LLC | 0.16% | Reduce -9.4% | 11,428 | $366K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +6.4% | 11,189 | $358K |
| Raymond James Trust N.A. | 0.01% | Add +57.2% | 10,962 | $351K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 10,860 | $347K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 10,844 | $347K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,594 | $339K |
| Hanover Advisors Inc. | 0.15% | Reduce -17.3% | 10,462 | $335K |
| Heritage Investment Group, Inc. | 0.05% | No change | 10,329 | $330K |
| Perigon Wealth Management, LLC | 0.01% | New | 10,286 | $329K |
| Nova R Wealth, Inc. | 0.16% | Add +0.3% | 9,790 | $313K |
| City State Bank | 0.13% | Add +38.2% | 9,675 | $310K |
| Beacon Financial Advisory LLC | 0.12% | New | 9,670 | $309K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,336 | $299K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +45.1% | 9,254 | $296K |
| Independent Financial Group, LLC | 0.01% | Add +0.9% | 8,544 | $273K |
| Aerodigm Wealth, LLC | 0.12% | New | 8,470 | $271K |
| Wells Fargo & Company | 0.00% | Add +3.9% | 8,062 | $258K |
| Glassy Mountain Advisors, Inc. | 0.09% | Add +8.3% | 7,911 | $253K |
| Aspire Private Capital, LLC | 0.06% | Add +8.0% | 7,498 | $240K |
| Modera Wealth Management, LLC | 0.00% | No change | 7,425 | $238K |
| Capital CS Group, LLC | 0.27% | No change | 7,380 | $236K |
| Elevate Wealth Advisory, Inc. | 0.19% | Add +1.9% | 7,364 | $236K |
| Physician Wealth Solutions Inc. | 0.17% | New | 7,358 | $235K |
| Discipline Wealth Solutions, LLC | 0.18% | New | 7,283 | $233K |
| Aspire Wealth Management Corp | 0.13% | No change | 6,865 | $220K |
| &partners | 0.01% | New | 6,857 | $219K |
| Marshall Financial Group Inc. | 0.07% | New | 6,850 | $219K |
| Cresset Asset Management, LLC | 0.00% | New | 6,310 | $202K |
| Comerica Bank | 0.00% | Reduce -4.7% | 6,232 | $199K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19330.0% | 5,829 | $186K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +27.8% | 5,649 | $181K |
| Signaturefd, LLC | 0.00% | Reduce -47.0% | 4,803 | $154K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 3,929 | $126K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 3,593 | $115K |
| Lynx Investment Advisory | 0.06% | — | 2,590 | $83K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $69K |
| Coppell Advisory Solutions LLC | 0.01% | — | 2,076 | $66K |
| Cwm, LLC | 0.00% | New | 2,064 | $66K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,781 | $57K |
| Global Retirement Partners, LLC | 0.00% | Reduce -24.0% | 1,678 | $54K |
| Fairscale Capital, LLC | 0.05% | — | 1,572 | $52K |
| Jones Financial Companies LLLP | 0.00% | New | 1,271 | $41K |
| Mather Group, Llc. | 0.00% | Reduce -39.6% | 1,252 | $40K |
| Lam Group, Inc. | 0.03% | Add +28.1% | 1,140 | $36K |
| Abich Financial Wealth Management LLC | 0.02% | New | 1,013 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +37.4% | 882 | $28K |
| American Capital Advisory, LLC | 0.02% | Add +12.3% | 751 | $21K |
| US Bancorp \de | 0.00% | New | 580 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -90.3% | 500 | $16K |
| Providence Capital Advisors, LLC | 0.00% | No change | 493 | $16K |
| Studio Investment Management LLC | 0.00% | Reduce -77.9% | 344 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -93.3% | 334 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 290 | $9K |
| Assetmark, Inc. | 0.00% | No change | 222 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 222 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 212 | $7K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 182 | $6K |
| Kings Path Partners LLC | 0.00% | — | 184 | $6K |
| Aspect Partners, LLC | 0.00% | New | 183 | $6K |
| Innealta Capital, LLC | 0.00% | New | 179 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 129 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -57.2% | 116 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | New | 110 | $4K |
| Balefire, LLC | 0.00% | No change | 109 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 45 | $1K |
| FMR LLC | 0.00% | No change | 1 | $32 |
| Gradient Investments LLC | 0.00% | Reduce -50.0% | 1 | $27 |
"% 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.