Dimensional US High Profi EtDUHPETF
13F holders, Q3 2024 (September 30)315holders +25
44new positions
19sold out
2famous investors
$34.02avg. 13F price*
At the end of Q3 2024, 315 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 25 from Q2 2024. 44 opened new positions and 19 sold out. The largest holders were Mercer Global Advisors Inc. ($1.3B), Envestnet Asset Management Inc. ($1.3B) and Merriman Wealth Management, LLC ($284.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $146.5M |
| Exits | 19 | $12.9M |
All 13F filers, Q2 2024 → Q3 2024: 27,063,295 shares bought and 2,883,398 shares sold, net +24,179,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Mercer Global Advisors Inc. | 3.00% | Add +23.5% | 37,824,829 | $1.3B |
| Envestnet Asset Management Inc. | 0.41% | Add +25.4% | 36,920,597 | $1.3B |
| Merriman Wealth Management, LLC | 11.54% | Add +1.6% | 8,341,654 | $284.2M |
| Forum Financial Management, LP | 3.88% | Add +2.4% | 6,842,864 | $233.1M |
| Adero Partners, LLC | 15.23% | Reduce -0.2% | 6,737,103 | $229.5M |
| Pure Financial Advisors, LLC | 3.79% | Add +35.0% | 4,628,551 | $157.7M |
| Alesco Advisors, LLC, An ESL Co | 2.79% | Reduce -0.8% | 2,653,316 | $90.4M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +21.4% | 2,567,212 | $87.5M |
| HighTower Advisors, LLC | 0.12% | Add +1.7% | 2,433,746 | $82.9M |
| Aprio Wealth Management, LLC | 12.94% | Add +6.5% | 2,374,664 | $80.9M |
| Focus Partners Wealth | 0.25% | New | 2,324,624 | $79.2M |
| Corient Private Wealth LP | 0.12% | Reduce -14.6% | 2,165,817 | $73.8M |
| Pathstone Holdings, LLC | 0.32% | Add +1.1% | 2,083,300 | $71.0M |
| Foster Group, Inc. | 2.58% | Reduce -0.7% | 2,030,518 | $69.2M |
| Bank of Montreal | 0.03% | Add +6.6% | 2,035,864 | $69.1M |
| LVZ, Inc. | 8.79% | Reduce -1.4% | 2,016,092 | $68.7M |
| Bouchey Financial Group, Ltd. | 5.58% | Add +5.6% | 1,831,947 | $62.4M |
| Captrust Financial Advisors | 0.18% | Reduce -2.2% | 1,827,266 | $62.3M |
| Forvis Mazars Wealth Advisors, LLC | 1.42% | Reduce -5.4% | 1,812,846 | $61.8M |
| UBS Group AG | 0.02% | Add +8.2% | 1,741,721 | $59.3M |
| Planning Center, Inc. | 6.88% | Reduce -0.8% | 1,639,133 | $55.8M |
| Park Avenue Securities LLC | 0.60% | Add +8.3% | 1,560,452 | $53.2M |
| Freedom Investment Management, Inc. | 3.92% | Add +38.6% | 1,443,077 | $49.2M |
| Safeguard Investment Advisory Group, LLC | 13.74% | Add +3.4% | 1,414,849 | $48.2M |
| Focus Partners Advisor Solutions, LLC | 0.98% | Add +44.9% | 1,361,633 | $46.4M |
| OneDigital Investment Advisors LLC | 0.51% | Reduce -4.6% | 1,308,301 | $44.6M |
| Satovsky Asset Management LLC | 10.02% | Add +0.9% | 1,305,322 | $44.5M |
| DiNuzzo Private Wealth, Inc. | 5.35% | Reduce -2.0% | 1,274,006 | $43.4M |
| Beaird Harris Wealth Management, LLC | 3.74% | Add +18.0% | 1,255,102 | $42.8M |
| Ullmann Wealth Partners Group, LLC | 5.34% | Add +3.9% | 1,212,168 | $41.3M |
| High Probability Advisors, LLC | 6.92% | Reduce -8.8% | 1,192,369 | $40.6M |
| Market Street Wealth Management Advisors LLC | 6.58% | Add +1.2% | 1,175,393 | $40.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +6.6% | 1,152,422 | $39.3M |
| Efficient Advisors, LLC | 2.44% | Reduce -0.1% | 1,141,007 | $38.9M |
| Millburn Ridgefield LLC | 0.92% | Reduce -0.1% | 1,025,382 | $34.9M |
| Catalyst Capital Advisors LLC | 0.79% | Reduce -0.1% | 1,025,382 | $34.9M |
| Financial Consulate, Inc. | 9.21% | Add +1.3% | 1,018,075 | $34.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -7.2% | 1,002,269 | $34.1M |
| Sequoia Financial Advisors, LLC | 0.35% | Add +12.1% | 966,725 | $32.9M |
| Sax Wealth Advisors, LLC | 2.91% | Add +4.3% | 958,644 | $32.7M |
| Chicago Partners Investment Group LLC | 1.16% | Add +28.4% | 946,950 | $32.6M |
| Christopher J. Hasenberg, Inc | 13.21% | Add +8.7% | 936,563 | $32.0M |
| Burton Enright Welch | 6.83% | Reduce -1.1% | 935,215 | $31.9M |
| Wealthstream Advisors, Inc. | 5.65% | New | 911,695 | $31.1M |
| Great Oak Capital Partners, LLC | 10.68% | Add +4.2% | 907,264 | $30.9M |
| NewEdge Advisors, LLC | 0.20% | Add +72.0% | 895,056 | $30.5M |
| Vestmark Advisory Solutions, Inc. | 1.11% | Add +9.5% | 874,609 | $29.8M |
| Bank of America Corp. | 0.00% | Add +15.3% | 849,739 | $29.0M |
| Clarius Group, LLC | 2.02% | Add +8.1% | 857,098 | $28.8M |
| Grunden Financial Advisory, Inc. | 13.71% | Add +0.4% | 819,419 | $27.9M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -2.1% | 797,774 | $27.2M |
| Liberty Wealth Management LLC | 4.58% | Reduce -47.3% | 791,209 | $27.0M |
| Allworth Financial LP | 0.16% | Add +22.2% | 782,391 | $26.7M |
| BetterWealth, LLC | 7.79% | Add +1.2% | 774,087 | $26.4M |
| True Wealth Design, LLC | 10.26% | Reduce -18.1% | 770,937 | $26.3M |
| Leading Edge Financial Planning LLC | 8.76% | Add +14.7% | 767,529 | $26.1M |
| AlTi Global, Inc. | 0.57% | Reduce -0.4% | 700,750 | $23.9M |
| Retirement Solution LLC | 5.72% | Reduce -2.6% | 689,267 | $23.5M |
| Meredith Wealth Planning | 11.18% | Add +3.6% | 687,818 | $23.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +3.4% | 658,878 | $22.4M |
| TCI Wealth Advisors, Inc. | 1.73% | Add +22.4% | 601,099 | $20.5M |
| Fortress Wealth Management, Inc. | 9.78% | Add +22.2% | 574,819 | $19.6M |
| Exencial Wealth Advisors, LLC | 0.69% | Add +8.8% | 560,920 | $19.1M |
| AE Wealth Management LLC | 0.17% | Add +8.8% | 548,512 | $18.7M |
| MB Generational Wealth, LLC | 13.35% | Reduce -0.2% | 544,316 | $18.5M |
| Oceanside Advisors LLC | 13.27% | Add +1.9% | 522,383 | $17.8M |
| Opus Capital Group, LLC | 2.22% | Add +9.5% | 521,404 | $17.8M |
| Mariner, LLC | 0.03% | Add +17.9% | 514,307 | $17.5M |
| Syverson Strege & Co | 5.77% | Reduce -3.9% | 505,249 | $17.2M |
| Stifel Financial Corp. | 0.02% | Reduce -0.9% | 502,228 | $17.1M |
| Strategic Investment Solutions, Inc. | 5.04% | Add +5.2% | 493,242 | $16.8M |
| Phillips Financial Management, LLC | 1.30% | Add +26.3% | 491,990 | $16.8M |
| PBMares Wealth Management LLC | 3.46% | Add +30.1% | 486,517 | $16.6M |
| Baird Financial Group, Inc. | 0.03% | Add +4.6% | 480,337 | $16.4M |
| Lutz Financial Services LLC | 1.27% | Add +3.1% | 460,722 | $15.7M |
| Fischer Investment Strategies, LLC | 13.50% | Reduce -11.9% | 460,479 | $15.7M |
| Bridgewater Advisors Inc. | 1.64% | Add +8.1% | 456,654 | $15.6M |
| Arlington Financial Advisors, LLC | 3.20% | Add +2.0% | 457,993 | $15.6M |
| Founders Financial Securities LLC | 1.39% | Add +5.3% | 443,399 | $15.1M |
| Horizon Investments, LLC | 0.40% | Add +5.2% | 438,264 | $14.9M |
| Raymond James & Associates | 0.01% | Add +35.3% | 424,352 | $14.5M |
| WCG Wealth Advisors LLC | 0.97% | Add +1.8% | 419,602 | $14.3M |
| Hutchinson Capital Management | 2.71% | Add +1.8% | 419,527 | $14.3M |
| Kooman & Associates | 5.10% | Add +2.6% | 405,599 | $13.8M |
| CPA Asset Management Group, LLC | 6.64% | Add +2.2% | 403,372 | $13.7M |
| Websterrogers Financial Advisors, LLC | 4.78% | Reduce -0.7% | 401,142 | $13.7M |
| Envision Financial Planning, LLC | 7.18% | Add +160.8% | 400,508 | $13.6M |
| West Financial Advisors, LLC | 2.62% | Add +1.6% | 398,977 | $13.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 385,158 | $13.1M |
| Legacy Financial Group, Inc. | 4.44% | Add +7.8% | 387,427 | $13.0M |
| Wealthspire Advisors, LLC | 0.13% | New | 377,386 | $12.9M |
| REDW Wealth LLC | 3.27% | Reduce -4.0% | 375,005 | $12.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.21% | Reduce -0.3% | 372,785 | $12.7M |
| Aveo Capital Partners, LLC | 1.27% | Add +0.2% | 350,561 | $11.9M |
| TCP Asset Management, LLC | 2.74% | Add +1.1% | 348,874 | $11.9M |
| Level Financial Advisors | 4.30% | Add +15.9% | 330,607 | $11.3M |
| Intrepid Capital Management Inc. | 6.17% | Add +7.0% | 326,411 | $11.1M |
| Pinnacle Associates Ltd. | 0.19% | Add +3.4% | 386,562 | $11.1M |
| von Borstel & Associates, Inc. | 6.22% | — | 322,112 | $11.0M |
| Dynamic Advisor Solutions LLC | 0.32% | Add +9.4% | 313,539 | $10.7M |
"% 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.