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 |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 312,002 | $10.6M |
| Applied Capital LLC | 5.17% | Add +5.0% | 295,080 | $10.1M |
| Gemmer Asset Management LLC | 0.99% | Add +3.9% | 290,552 | $9.9M |
| RFG Advisory, LLC | 0.29% | Add +1.7% | 278,576 | $9.5M |
| Sterling Wealth Management, Inc. | 3.51% | Add +296.8% | 275,920 | $9.4M |
| LPL Financial LLC | 0.00% | Add +9.5% | 273,427 | $9.3M |
| Abel Hall, LLC | 5.80% | Add +0.1% | 259,859 | $8.9M |
| Mills Wealth Advisors LLC | 6.01% | Add +12.7% | 256,226 | $8.7M |
| Osaic Holdings, Inc. | 0.02% | Add +10.0% | 249,156 | $8.5M |
| Waycross Investment Management Co | 7.80% | Add +5.0% | 248,570 | $8.5M |
| Avondale Wealth Management | 5.46% | Add +2.5% | 246,780 | $8.4M |
| Weinberger Asset Management, Inc | 3.52% | Add +9.4% | 242,562 | $8.3M |
| RCS Financial Planning, LLC | 4.53% | Add +0.8% | 239,257 | $8.2M |
| Midwest Heritage Bank, FSB | 3.66% | Add +1.8% | 229,456 | $7.8M |
| Crown Wealth Group, LLC | 3.32% | Add +11.2% | 224,351 | $7.6M |
| Waypoint Capital Advisors, LLC | 1.57% | Reduce -23.2% | 216,860 | $7.4M |
| Cardiff Park Advisors, LLC | 0.65% | Add +0.0% | 212,736 | $7.2M |
| Intelligence Driven Advisers, LLC | 1.00% | Reduce -13.2% | 206,352 | $7.0M |
| Arkadios Wealth Advisors | 0.39% | Add +20.7% | 200,072 | $6.8M |
| Family Wealth Partners, LLC | 3.48% | Add +2.0% | 199,717 | $6.8M |
| Fiduciary Financial Group, LLC | 1.55% | Add +13.2% | 197,897 | $6.8M |
| Security Financial Services, INC. | 1.35% | Add +9.4% | 195,269 | $6.7M |
| Equitable Holdings, Inc. | 0.06% | Reduce -0.0% | 194,303 | $6.6M |
| Raffa Wealth Management, LLC | 1.56% | Add +20.5% | 189,830 | $6.5M |
| Austin Asset Management Co Inc | 1.30% | Add +260.3% | 187,912 | $6.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -33.5% | 184,017 | $6.3M |
| Claris Advisors, LLC / Mo / | 2.70% | Add +14.3% | 183,034 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Add +1235.4% | 173,600 | $5.9M |
| Altiora Financial Group, LLC | 1.23% | Add +122.0% | 163,629 | $5.6M |
| WESCAP Management Group, Inc. | 1.29% | Add +37.7% | 151,246 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.32% | Add +8.3% | 148,852 | $5.1M |
| Savant Capital, LLC | 0.04% | New | 143,636 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.2% | 139,479 | $4.8M |
| Signet Financial Management, LLC | 0.58% | Add +0.3% | 134,551 | $4.6M |
| Waterfront Wealth Inc. | 1.09% | Reduce -3.7% | 129,871 | $4.5M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -0.4% | 124,455 | $4.2M |
| Caprock Group, LLC | 0.14% | Add +90.5% | 113,681 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -11.2% | 109,885 | $3.7M |
| tru Independence LLC | 1.09% | Add +7.4% | 109,465 | $3.7M |
| Aspen Wealth Management LLC | 1.11% | Reduce -6.9% | 107,309 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.9% | 104,523 | $3.6M |
| L & S Advisors Inc | 0.41% | Reduce -3.8% | 103,998 | $3.5M |
| Sollinda Capital Management LLC | 1.00% | Add +1.1% | 103,604 | $3.5M |
| Tortoise Investment Management, LLC | 0.34% | Add +2.6% | 96,403 | $3.3M |
| Black Point Wealth Management | 3.80% | Add +12.7% | 96,179 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +31.6% | 95,874 | $3.3M |
| Investmark Advisory Group LLC | 1.50% | Add +0.5% | 90,873 | $3.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +13.2% | 89,750 | $3.1M |
| Simplicity Wealth,LLC | 0.28% | Reduce -67.6% | 89,267 | $3.0M |
| Farther Finance Advisors, LLC | 0.11% | Add +195.2% | 89,083 | $3.0M |
| GEM Asset Management, LLC | 1.62% | Add +33.8% | 83,685 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +19.3% | 81,970 | $2.8M |
| Carlson Capital Management | 0.12% | Reduce -12.5% | 80,729 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -3.6% | 80,548 | $2.7M |
| Two West Capital Advisors LLC | 2.10% | Add +5.1% | 75,988 | $2.6M |
| Main Street Financial Solutions, LLC | 0.24% | Reduce -0.3% | 75,317 | $2.6M |
| Viawealth, LLC | 1.48% | Reduce -4.3% | 74,773 | $2.5M |
| PFG Advisors | 0.16% | Add +5.2% | 72,792 | $2.5M |
| Edge Financial Advisors LLC | 2.16% | Add +13.4% | 71,561 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +2.8% | 70,424 | $2.4M |
| RW Investment Management LLC | 0.30% | New | 70,125 | $2.4M |
| CVA Family Office, LLC | 0.38% | Add +10.1% | 68,804 | $2.3M |
| Summit Wealth Group, LLC | 0.62% | New | 62,865 | $2.1M |
| Corus Family Wealth Advisors | 1.48% | Add +3.8% | 61,092 | $2.1M |
| Firethorn Wealth Partners, LLC | 1.05% | Reduce -5.3% | 60,699 | $2.1M |
| CreativeOne Wealth, LLC | 0.07% | New | 58,704 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +260.5% | 58,038 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Add +34.3% | 57,761 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.64% | Add +5.2% | 56,893 | $1.9M |
| Mattern Wealth Management LLC | 0.43% | Add +13.0% | 56,804 | $1.9M |
| SageView Advisory Group, LLC | 0.10% | Reduce -1.2% | 56,568 | $1.9M |
| Creative Planning | 0.00% | Reduce -12.4% | 55,945 | $1.9M |
| Robinson Smith Wealth Advisors LLC | 1.61% | Add +11.9% | 55,554 | $1.9M |
| Apella Capital, LLC | 0.08% | Add +0.0% | 54,924 | $1.9M |
| Good Life Advisors, LLC | 0.11% | Add +4.1% | 53,904 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +3.3% | 49,212 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.6% | 48,693 | $1.7M |
| Boyce & Associates Wealth Consulting, Inc. | 1.72% | Add +6.8% | 48,510 | $1.7M |
| Jackson Thornton Wealth Management, LLC | 0.22% | Reduce -0.5% | 48,347 | $1.6M |
| Nwam LLC | 0.10% | New | 46,573 | $1.6M |
| American Investment Services, Inc. | 0.26% | Reduce -4.7% | 46,368 | $1.6M |
| Blue Trust, Inc. | 0.02% | Reduce -26.8% | 46,150 | $1.5M |
| Andrews, Lucia Wealth Management LLC | 0.96% | Reduce -1.1% | 42,490 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.32% | New | 39,793 | $1.4M |
| Disciplined Investments, LLC | 0.65% | Add +106.6% | 38,695 | $1.3M |
| Arcadia Wealth Management, LLC | 0.67% | Add +3.3% | 37,430 | $1.3M |
| Peninsula Wealth, LLC | 0.22% | Add +0.7% | 36,535 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Add +13.7% | 37,055 | $1.3M |
| &partners | 0.02% | Add +425.8% | 36,056 | $1.2M |
| Betterment LLC | 0.00% | Add +6.8% | 35,920 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Add +4.0% | 34,911 | $1.2M |
| Global Trust Asset Management, LLC | 0.43% | Reduce -3.8% | 34,387 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.9% | 33,133 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.9% | 33,133 | $1.1M |
| Cherrydale Wealth Management, LLC | 0.46% | Add +186.3% | 32,722 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +76.4% | 29,078 | $991K |
| Fidelis Capital Partners, LLC | 0.12% | Add +58.2% | 28,637 | $985K |
| Brighton Jones LLC | 0.04% | Add +0.0% | 28,182 | $960K |
| Angeles Wealth Management, LLC | 0.08% | Add +17.4% | 27,500 | $937K |
| Northwest Wealth Management, LLC | 0.22% | Add +106.9% | 27,216 | $927K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.9% | 26,850 | $915K |
| TCFG Wealth Management, LLC | 0.45% | — | 26,326 | $897K |
| Maryland Capital Advisors Inc. | 0.43% | Add +18.6% | 26,133 | $890K |
| Index Fund Advisors, Inc. | 0.05% | Add +2.9% | 25,377 | $865K |
| Northern Trust Corp. | 0.00% | New | 23,820 | $812K |
| Hutchens & Kramer Investment Management Group, LLC | 0.45% | Add +8.0% | 23,836 | $807K |
| Wealthspan Partners, LLC | 0.39% | Add +34.0% | 23,362 | $796K |
| Sowell Financial Services LLC | 0.04% | New | 22,519 | $767K |
| SC&H Financial Advisors, Inc. | 0.16% | Add +0.3% | 21,676 | $739K |
| Annapolis Financial Services, LLC | 0.22% | Reduce -4.3% | 21,463 | $731K |
| Kingfisher Capital LLC | 0.17% | Add +67.5% | 21,351 | $727K |
| GeoWealth Management, LLC | 0.03% | Add +76.8% | 20,776 | $708K |
| Herold Advisors, Inc. | 0.15% | New | 20,168 | $687K |
| 25 LLC | 0.30% | Add +1.3% | 20,159 | $687K |
| EnRich Financial Partners LLC | 0.22% | Reduce -3.7% | 19,355 | $659K |
| Cwm, LLC | 0.00% | Add +804.8% | 18,675 | $636K |
| Cerity Partners LLC | 0.00% | No change | 18,376 | $626K |
| Jones Financial Companies LLLP | 0.00% | Add +1339.0% | 18,290 | $621K |
| Tru Independence Asset Management 2, LLC | 0.50% | — | 17,444 | $594K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +21.7% | 17,352 | $591K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $589K |
| Mgo One Seven LLC | 0.02% | Add +5.2% | 16,304 | $556K |
| Summit Wealth Partners, LLC | 0.10% | Add +6.2% | 15,692 | $535K |
| CGN Advisors LLC | 0.05% | Reduce -9.4% | 14,754 | $503K |
| Root Financial Partners, LLC | 0.08% | Reduce -5.2% | 14,585 | $497K |
| IHT Wealth Management, LLC | 0.01% | No change | 14,409 | $491K |
| Nova R Wealth, Inc. | 0.24% | Add +46.4% | 14,336 | $488K |
| City State Bank | 0.17% | Add +45.5% | 14,078 | $480K |
| Csenge Advisory Group | 0.02% | Add +3.8% | 13,818 | $478K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.4% | 13,949 | $475K |
| Renaissance Technologies | 0.00% | Reduce -74.4% | 13,600 | $463K |
| Raymond James Trust N.A. | 0.01% | Add +22.9% | 13,476 | $459K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 13,408 | $457K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $456K |
| Fortis Capital Management LLC | 0.09% | Add +0.3% | 13,387 | $456K |
| Awm Capital, LLC | 0.06% | Add +0.1% | 13,378 | $456K |
| Unison Advisors LLC | 0.05% | Add +0.3% | 13,124 | $447K |
| Townsquare Capital LLC | 0.01% | New | 12,811 | $436K |
| Beacon Financial Advisory LLC | 0.14% | Add +26.2% | 12,207 | $416K |
| Cresset Asset Management, LLC | 0.00% | Add +90.3% | 12,010 | $409K |
| Quadcap Wealth Management, LLC | 0.06% | New | 11,569 | $394K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +23.6% | 11,441 | $390K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +1.8% | 11,385 | $388K |
| Citigroup Inc. | 0.00% | New | 11,349 | $387K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 10,860 | $370K |
| Stewardship Advisors, LLC | 0.10% | New | 10,843 | $369K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +85.8% | 10,828 | $369K |
| Flow Traders U.S. LLC | 0.02% | New | 10,747 | $366K |
| Dopkins Wealth Management, LLC | 0.29% | Reduce -43.3% | 10,628 | $362K |
| Hanover Advisors Inc. | 0.15% | No change | 10,462 | $356K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,443 | $356K |
| Heritage Investment Group, Inc. | 0.07% | No change | 10,329 | $352K |
| Comerica Bank | 0.00% | Add +64.4% | 10,247 | $349K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.0% | 10,077 | $343K |
| LRI Investments, LLC | 0.03% | New | 9,752 | $339K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,336 | $318K |
| AQR Capital Management | 0.00% | New | 9,102 | $310K |
| Mattern Capital Management, LLC | 0.04% | New | 8,971 | $306K |
| Glassy Mountain Advisors, Inc. | 0.11% | Add +11.4% | 8,810 | $300K |
| Independent Financial Group, LLC | 0.01% | Add +1.8% | 8,695 | $296K |
| Shore Point Advisors, LLC | 0.15% | New | 8,463 | $288K |
| Delta Financial Group, Inc. | 0.10% | New | 7,952 | $271K |
| Aspire Private Capital, LLC | 0.06% | Add +4.5% | 7,832 | $267K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.10% | New | 7,630 | $260K |
| Modera Wealth Management, LLC | 0.00% | Add +1.5% | 7,535 | $257K |
| Capital CS Group, LLC | 0.30% | No change | 7,380 | $251K |
| Elevate Wealth Advisory, Inc. | 0.19% | Add +0.0% | 7,365 | $251K |
| Physician Wealth Solutions Inc. | 0.13% | No change | 7,358 | $251K |
| Plancorp, LLC | 0.01% | New | 7,253 | $247K |
| Squire Investment Management Company, LLC | 0.12% | New | 7,185 | $245K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 7,105 | $242K |
| Aspire Wealth Management Corp | 0.13% | Add +1.0% | 6,932 | $236K |
| Hibernia Wealth Partners, LLC | 0.08% | New | 6,924 | $236K |
| Brookstone Capital Management | 0.00% | New | 6,365 | $217K |
| Lauterbach Financial Advisors, LLC | 0.13% | New | 6,166 | $210K |
| HM Payson & Co. | 0.00% | Reduce -56.6% | 6,100 | $208K |
| FineMark National Bank & Trust | 0.01% | New | 5,890 | $201K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 5,649 | $192K |
| Clearstead Advisors, LLC | 0.00% | New | 5,179 | $176K |
| Signaturefd, LLC | 0.00% | No change | 4,803 | $164K |
| Earned Wealth Advisors, LLC | 0.05% | New | 4,550 | $155K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 3,940 | $134K |
| American Capital Advisory, LLC | 0.07% | Add +354.7% | 3,415 | $116K |
| Aptus Capital Advisors, LLC | 0.00% | Add +447.0% | 2,735 | $93K |
| Fortitude Family Office, LLC | 0.04% | New | 2,673 | $91K |
| Global Retirement Partners, LLC | 0.00% | Add +42.4% | 2,389 | $81K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $74K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -3.1% | 2,011 | $68K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,781 | $61K |
| Fairscale Capital, LLC | 0.05% | No change | 1,572 | $54K |
| Asset Dedication, LLC | 0.00% | New | 1,179 | $40K |
| Lam Group, Inc. | 0.03% | No change | 1,140 | $39K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +9.6% | 967 | $33K |
| AdvisorNet Financial, Inc | 0.00% | New | 955 | $33K |
| Geneos Wealth Management Inc. | 0.00% | New | 924 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +565.9% | 859 | $30K |
| Colonial Trust Co / SC | 0.00% | New | 806 | $27K |
| Coston, McIsaac & Partners | 0.01% | Add +168.9% | 597 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 493 | $17K |
| Parallel Advisors, LLC | 0.00% | New | 423 | $14K |
| Paladin Advisory Group, LLC | 0.01% | New | 395 | $13K |
| Studio Investment Management LLC | 0.00% | No change | 344 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 334 | $11K |
| Principal Securities, Inc. | 0.00% | New | 326 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 290 | $10K |
| Bfsg, LLC | 0.00% | New | 257 | $9K |
| Assetmark, Inc. | 0.00% | No change | 222 | $8K |
| Kings Path Partners LLC | 0.00% | Add +3.8% | 191 | $7K |
| Aspect Partners, LLC | 0.00% | No change | 183 | $6K |
| Wells Fargo & Company | 0.00% | Reduce -97.9% | 168 | $6K |
| NBT Bank, N.A. | 0.00% | New | 113 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 110 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +0.0% | 79 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 45 | $2K |
| FMR LLC | 0.00% | Add +100.0% | 2 | $68 |
"% 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.