Dimensional US High Profi EtDUHPETF
13F holders, Q4 2024 (December 31)381holders +66
27new positions
12sold out
1famous investor
$33.79avg. 13F price*
At the end of Q4 2024, 381 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 66 from Q3 2024. 27 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), Mercer Global Advisors Inc. ($1.2B) and Merriman Wealth Management, LLC ($275.4M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $7.8M |
| Exits | 12 | $19.3M |
All 13F filers, Q3 2024 → Q4 2024: 11,103,663 shares bought and 6,245,381 shares sold, net +4,858,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 381 holders
| Envestnet Asset Management Inc. | 0.41% | Add +3.5% | 38,231,301 | $1.3B |
| Mercer Global Advisors Inc. | 2.94% | Reduce -5.7% | 35,688,280 | $1.2B |
| Merriman Wealth Management, LLC | 11.46% | Reduce -2.3% | 8,149,756 | $275.4M |
| Adero Partners, LLC | 15.04% | Add +2.5% | 6,907,324 | $233.4M |
| Forum Financial Management, LP | 3.85% | Add +0.5% | 6,874,176 | $232.3M |
| Pure Financial Advisors, LLC | 4.20% | Add +18.0% | 5,461,842 | $184.6M |
| Corient Private Wealth LP | 0.15% | Add +27.1% | 2,752,703 | $93.0M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +5.0% | 2,696,058 | $91.1M |
| Focus Partners Wealth | 0.23% | Add +12.4% | 2,612,433 | $88.3M |
| Alesco Advisors, LLC, An ESL Co | 2.77% | Reduce -1.7% | 2,608,988 | $88.2M |
| Aprio Wealth Management, LLC | 12.67% | Add +8.2% | 2,570,342 | $86.9M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.8% | 2,413,532 | $81.6M |
| Bank of Montreal | 0.04% | Add +4.0% | 2,118,333 | $71.6M |
| Bouchey Financial Group, Ltd. | 6.03% | Add +11.6% | 2,043,828 | $69.1M |
| LVZ, Inc. | 8.82% | Add +1.0% | 2,035,836 | $68.8M |
| Foster Group, Inc. | 2.62% | Reduce -0.1% | 2,029,373 | $68.6M |
| Captrust Financial Advisors | 0.17% | Reduce -2.1% | 1,787,914 | $60.4M |
| UBS Group AG | 0.01% | Reduce -1.6% | 1,712,939 | $57.9M |
| Focus Partners Advisor Solutions, LLC | 0.97% | Add +25.1% | 1,703,733 | $57.6M |
| Park Avenue Securities LLC | 0.59% | Add +8.6% | 1,695,182 | $57.3M |
| Forvis Mazars Wealth Advisors, LLC | 1.28% | Reduce -9.5% | 1,640,474 | $55.4M |
| Raymond James Financial Inc. | 0.02% | — | 1,614,772 | $54.6M |
| Planning Center, Inc. | 6.90% | Reduce -1.8% | 1,608,976 | $54.4M |
| Pathstone Holdings, LLC | 0.24% | Reduce -23.9% | 1,585,296 | $53.7M |
| Safeguard Investment Advisory Group, LLC | 13.41% | Add +2.3% | 1,446,650 | $48.9M |
| Beaird Harris Wealth Management, LLC | 3.98% | Add +8.7% | 1,364,296 | $46.1M |
| Freedom Investment Management, Inc. | 3.82% | Reduce -5.8% | 1,359,855 | $45.9M |
| Satovsky Asset Management LLC | 9.99% | Reduce -1.1% | 1,291,353 | $43.6M |
| AlTi Global, Inc. | 1.03% | Add +78.1% | 1,248,100 | $42.6M |
| High Probability Advisors, LLC | 7.62% | Add +5.4% | 1,257,178 | $42.5M |
| DiNuzzo Private Wealth, Inc. | 5.26% | Reduce -3.5% | 1,228,911 | $41.5M |
| Ullmann Wealth Partners Group, LLC | 5.26% | Reduce -0.5% | 1,205,662 | $40.7M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -9.2% | 1,188,598 | $40.2M |
| Efficient Advisors, LLC | 2.55% | Add +2.8% | 1,173,132 | $39.6M |
| Market Street Wealth Management Advisors LLC | 6.62% | Reduce -0.8% | 1,166,198 | $39.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.0% | 1,041,876 | $35.2M |
| Millburn Ridgefield LLC | 0.87% | No change | 1,025,382 | $34.6M |
| Catalyst Capital Advisors LLC | 0.74% | No change | 1,025,382 | $34.6M |
| Bank of America Corp. | 0.00% | Add +19.6% | 1,016,739 | $34.4M |
| Financial Consulate, Inc. | 9.06% | Reduce -0.7% | 1,010,994 | $34.2M |
| Wealthstream Advisors, Inc. | 6.23% | Add +9.4% | 997,805 | $33.7M |
| Chicago Partners Investment Group LLC | 1.11% | Add +3.6% | 980,802 | $33.3M |
| Sequoia Financial Advisors, LLC | 0.32% | Add +0.3% | 969,097 | $32.7M |
| Burton Enright Welch | 6.65% | Add +0.3% | 937,612 | $31.7M |
| Clarius Group, LLC | 2.16% | Add +9.2% | 935,718 | $31.6M |
| Vestmark Advisory Solutions, Inc. | 1.08% | Add +6.4% | 930,500 | $31.4M |
| Great Oak Capital Partners, LLC | 10.34% | Add +1.4% | 919,613 | $30.9M |
| NewEdge Advisors, LLC | 0.18% | Reduce -0.1% | 894,419 | $30.2M |
| Grunden Financial Advisory, Inc. | 13.88% | Add +3.8% | 850,872 | $28.8M |
| Phillips Financial Management, LLC | 2.24% | Add +71.3% | 842,594 | $28.5M |
| Leading Edge Financial Planning LLC | 8.87% | Add +4.2% | 799,787 | $27.0M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -0.7% | 792,120 | $26.8M |
| Allworth Financial LP | 0.15% | Reduce -2.6% | 762,116 | $26.6M |
| Liberty Wealth Management LLC | 4.40% | Reduce -1.1% | 782,259 | $26.4M |
| True Wealth Design, LLC | 10.10% | Reduce -0.0% | 770,716 | $26.0M |
| Sax Wealth Advisors, LLC | 1.95% | Reduce -23.1% | 737,534 | $24.9M |
| Meredith Wealth Planning | 10.95% | Add +5.7% | 726,739 | $24.6M |
| TCI Wealth Advisors, Inc. | 2.03% | Add +19.5% | 718,205 | $24.3M |
| Christopher J. Hasenberg, Inc | 9.50% | Reduce -25.5% | 697,779 | $23.6M |
| Retirement Solution LLC | 5.97% | Reduce -2.1% | 674,961 | $22.8M |
| United Wealth Management, LLC | 7.43% | — | 652,508 | $22.0M |
| Timonier Family Office, LTD. | 11.28% | — | 650,549 | $22.0M |
| Fortress Wealth Management, Inc. | 10.31% | Add +9.5% | 629,186 | $21.3M |
| Exencial Wealth Advisors, LLC | 0.76% | Add +9.3% | 613,143 | $20.7M |
| Mariner, LLC | 0.03% | Add +18.7% | 610,327 | $20.6M |
| AE Wealth Management LLC | 0.17% | Add +10.2% | 604,441 | $20.4M |
| RW Investment Management LLC | 2.46% | Add +751.6% | 597,179 | $20.2M |
| Baird Financial Group, Inc. | 0.04% | Add +22.7% | 589,187 | $19.9M |
| Bridgewater Advisors Inc. | 2.03% | Add +26.2% | 576,469 | $19.4M |
| MB Generational Wealth, LLC | 13.29% | Reduce -1.5% | 536,106 | $18.1M |
| Apella Capital, LLC | 0.69% | Add +868.9% | 532,179 | $18.0M |
| Opus Capital Group, LLC | 2.28% | Add +2.1% | 532,172 | $18.0M |
| Oceanside Advisors LLC | 13.20% | Add +0.4% | 524,348 | $17.7M |
| Matauro, LLC | 3.82% | — | 522,757 | $17.7M |
| PBMares Wealth Management LLC | 3.56% | Add +5.8% | 514,928 | $17.4M |
| Syverson Strege & Co | 5.62% | Reduce -1.2% | 499,143 | $16.9M |
| Stifel Financial Corp. | 0.02% | Reduce -1.5% | 494,592 | $16.7M |
| von Borstel & Associates, Inc. | 6.47% | Add +51.8% | 489,025 | $16.5M |
| Founders Financial Securities LLC | 1.45% | Add +7.5% | 476,795 | $16.1M |
| Integrated Wealth Concepts LLC | 0.19% | Add +281.9% | 475,305 | $16.1M |
| Master's Wealth Management Inc. | 8.56% | — | 474,638 | $16.0M |
| Arlington Financial Advisors, LLC | 3.18% | Add +3.3% | 473,288 | $16.0M |
| Lutz Financial Services LLC | 1.29% | Add +2.6% | 472,643 | $16.0M |
| Strategic Investment Solutions, Inc. | 5.35% | Add +7.7% | 531,146 | $16.0M |
| Horizon Investments, LLC | 0.46% | Add +7.7% | 472,149 | $16.0M |
| Hippocratic Financial Advisors, LLC | 10.71% | — | 456,183 | $15.4M |
| Tassel Capital Management, Inc. | 13.10% | — | 436,984 | $14.8M |
| WCG Wealth Advisors LLC | 0.97% | Add +3.3% | 433,325 | $14.6M |
| Hutchinson Capital Management | 2.70% | Add +0.9% | 423,274 | $14.3M |
| Legacy Financial Group, Inc. | 4.57% | Add +8.3% | 419,693 | $14.2M |
| Fischer Investment Strategies, LLC | 11.23% | Reduce -9.2% | 418,327 | $14.1M |
| Kooman & Associates | 5.08% | Add +2.4% | 415,211 | $14.0M |
| Envision Financial Planning, LLC | 7.17% | Add +2.6% | 410,813 | $13.9M |
| CPA Asset Management Group, LLC | 6.26% | Reduce -1.2% | 398,448 | $13.5M |
| Websterrogers Financial Advisors, LLC | 4.65% | Reduce -1.1% | 396,566 | $13.4M |
| West Financial Advisors, LLC | 2.57% | Reduce -1.3% | 393,846 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 385,317 | $13.0M |
| Intrepid Capital Management Inc. | 8.17% | Add +17.7% | 384,237 | $13.0M |
| AdvisorNet Financial, Inc | 1.08% | Add +39688.4% | 379,979 | $12.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.18% | No change | 372,785 | $12.6M |
"% 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.