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 |
| Pinnacle Associates Ltd. | 0.17% | Reduce -3.6% | 372,785 | $12.6M |
| TCP Asset Management, LLC | 2.67% | Add +2.6% | 358,066 | $12.1M |
| Sterling Wealth Management, Inc. | 4.37% | Add +27.0% | 350,441 | $11.8M |
| Level Financial Advisors | 4.30% | Add +4.8% | 346,427 | $11.7M |
| BetterWealth, LLC | 3.21% | Reduce -55.5% | 344,800 | $11.7M |
| Dynamic Advisor Solutions LLC | 0.50% | Add +8.3% | 339,605 | $11.5M |
| Aveo Capital Partners, LLC | 1.25% | Reduce -3.5% | 338,460 | $11.4M |
| LPL Financial LLC | 0.00% | Add +17.4% | 320,962 | $10.8M |
| Claris Advisors, LLC / Mo / | 4.04% | Add +73.5% | 317,563 | $10.7M |
| Gemmer Asset Management LLC | 1.05% | Add +8.9% | 316,300 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 316,217 | $10.7M |
| Midwest Heritage Bank, FSB | 4.88% | Add +35.7% | 311,396 | $10.5M |
| REDW Wealth LLC | 3.62% | Reduce -17.8% | 308,394 | $10.4M |
| Wealth Management Strategies, Inc. | 7.90% | — | 305,861 | $10.3M |
| Applied Capital LLC | 5.18% | Add +1.3% | 298,884 | $10.1M |
| Wealth Advisors Northwest LLC | 6.59% | — | 286,537 | $9.7M |
| Mills Wealth Advisors LLC | 5.48% | Add +11.3% | 285,113 | $9.6M |
| Burk Holdings LLC | 7.77% | — | 284,544 | $9.6M |
| RFG Advisory, LLC | 0.27% | Add +0.5% | 280,003 | $9.5M |
| Raffa Wealth Management, LLC | 2.11% | Add +41.0% | 267,737 | $9.0M |
| WESCAP Management Group, Inc. | 2.14% | Add +72.9% | 261,461 | $8.8M |
| Austin Asset Management Co Inc | 1.83% | Add +38.4% | 260,082 | $8.8M |
| Osaic Holdings, Inc. | 0.02% | Add +4.0% | 259,077 | $8.8M |
| Abel Hall, LLC | 5.57% | Reduce -0.4% | 258,746 | $8.7M |
| Weinberger Asset Management, Inc | 3.63% | Add +6.0% | 257,070 | $8.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +36.1% | 250,425 | $8.5M |
| Financial Harvest, LLC | 7.12% | — | 249,704 | $8.4M |
| RCS Financial Planning, LLC | 4.43% | Add +3.0% | 246,518 | $8.3M |
| Arkadios Wealth Advisors | 0.45% | Add +21.3% | 242,613 | $8.2M |
| Blue Oak Capital, LLC | 4.93% | — | 240,321 | $8.1M |
| Family Wealth Partners, LLC | 3.85% | Add +19.9% | 239,486 | $8.1M |
| CogentBlue Wealth Advisors, LLC | 6.70% | — | 225,075 | $7.6M |
| Silver Oak Wealth Advisors Services, LLC | 6.46% | — | 221,084 | $7.5M |
| Cardiff Park Advisors, LLC | 0.69% | Add +0.1% | 213,030 | $7.2M |
| Waycross Investment Management Co | 7.27% | Reduce -17.8% | 204,337 | $6.9M |
| Fiduciary Financial Group, LLC | 1.49% | Add +2.5% | 202,834 | $6.8M |
| Security Financial Services, INC. | 1.34% | Reduce -0.5% | 194,395 | $6.6M |
| Morgan Stanley | 0.00% | Add +76.0% | 193,343 | $6.5M |
| Crown Wealth Group, LLC | 2.66% | Reduce -13.9% | 193,203 | $6.5M |
| Vestment Financial LLC | 4.98% | — | 192,346 | $6.5M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -50.8% | 185,826 | $6.3M |
| Foundation Wealth Management, LLC\PA | 3.02% | — | 184,344 | $6.2M |
| Shore Point Advisors, LLC | 3.29% | Add +2037.1% | 180,862 | $6.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +28.4% | 179,140 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -72.9% | 178,756 | $6.0M |
| Kaufman Rossin Wealth, LLC | 6.12% | — | 175,935 | $5.9M |
| EverSource Wealth Advisors, LLC | 0.33% | Add +18.1% | 175,791 | $5.9M |
| Tableaux LLC | 4.61% | — | 164,824 | $5.6M |
| Altiora Financial Group, LLC | 1.21% | Add +0.4% | 164,308 | $5.6M |
| ArborFi Advisors, LLC | 5.28% | — | 155,797 | $5.3M |
| Intelligence Driven Advisers, LLC | 0.99% | Reduce -24.7% | 155,374 | $5.3M |
| Bridge Generations Wealth Management LLC | 3.14% | — | 140,855 | $4.8M |
| Savant Capital, LLC | 0.04% | Reduce -2.6% | 139,852 | $4.7M |
| Parkshore Wealth Management, Inc. | 2.82% | — | 138,808 | $4.7M |
| Signet Financial Management, LLC | 0.57% | Reduce -1.1% | 133,081 | $4.5M |
| Waterfront Wealth Inc. | 1.08% | Add +0.6% | 130,625 | $4.4M |
| Wolfstich Capital, LLC | 3.91% | — | 130,553 | $4.4M |
| Sollinda Capital Management LLC | 1.17% | Add +21.2% | 125,537 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +23.4% | 118,345 | $4.0M |
| Caprock Group, LLC | 0.13% | Add +0.0% | 113,732 | $3.8M |
| Aspen Wealth Management LLC | 1.08% | Add +0.3% | 107,588 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 105,330 | $3.6M |
| tru Independence LLC | 1.11% | Reduce -4.2% | 104,824 | $3.5M |
| CVA Family Office, LLC | 0.55% | Add +49.1% | 102,575 | $3.5M |
| Black Point Wealth Management | 4.00% | Add +6.5% | 102,429 | $3.5M |
| Kingsview Wealth Management, LLC | 0.07% | Add +13.0% | 101,401 | $3.4M |
| L & S Advisors Inc | 0.42% | Reduce -3.6% | 100,261 | $3.4M |
| Tortoise Investment Management, LLC | 0.35% | Add +2.8% | 99,081 | $3.3M |
| Blue Trust, Inc. | 0.04% | Add +114.4% | 98,964 | $3.3M |
| Investmark Advisory Group LLC | 1.52% | Add +0.6% | 91,457 | $3.1M |
| Brady Martz Wealth Solutions, LLC | 0.73% | — | 89,833 | $3.0M |
| GEM Asset Management, LLC | 1.67% | Add +6.2% | 88,881 | $3.0M |
| Creative Planning | 0.00% | Add +52.6% | 85,398 | $2.9M |
| Townsquare Capital LLC | 0.03% | Add +560.9% | 84,671 | $2.9M |
| Two West Capital Advisors LLC | 2.34% | Add +6.4% | 80,837 | $2.7M |
| Edge Financial Advisors LLC | 2.44% | Add +12.8% | 80,716 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -0.8% | 79,892 | $2.7M |
| Main Street Financial Solutions, LLC | 0.26% | Add +5.0% | 79,105 | $2.7M |
| PFG Advisors | 0.16% | Add +6.0% | 77,133 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +8.5% | 76,416 | $2.6M |
| Carlson Capital Management | 0.11% | Reduce -8.0% | 74,307 | $2.5M |
| Viawealth, LLC | 1.47% | Reduce -3.8% | 71,902 | $2.4M |
| Robinson Smith Wealth Advisors LLC | 2.02% | Add +27.2% | 70,688 | $2.4M |
| Jackson Thornton Wealth Management, LLC | 0.30% | Add +45.8% | 70,480 | $2.4M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -21.2% | 70,163 | $2.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +18.4% | 69,509 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -16.0% | 68,828 | $2.3M |
| Riverchase Wealth Management, LLC | 1.73% | — | 68,405 | $2.3M |
| Summit Wealth Group, LLC | 0.66% | Add +8.1% | 67,926 | $2.3M |
| Warburton Capital Management, LLC | 1.72% | — | 67,654 | $2.3M |
| Evanson Asset Management, LLC | 0.15% | Add +15.8% | 66,886 | $2.3M |
| Betterment LLC | 0.01% | Add +82.5% | 65,554 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Add +9.6% | 63,611 | $2.1M |
| Good Life Advisors, LLC | 0.16% | Add +17.4% | 63,307 | $2.1M |
| Corus Family Wealth Advisors | 1.36% | Reduce -2.1% | 59,836 | $2.0M |
| Dopkins Wealth Management, LLC | 1.02% | Add +456.1% | 59,108 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.99% | Reduce -2.7% | 59,034 | $2.0M |
| Arcadia Wealth Management, Inc. | 1.67% | — | 58,044 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.62% | Reduce -1.6% | 55,986 | $1.9M |
| SageView Advisory Group, LLC | 0.08% | Reduce -2.5% | 55,165 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +11.7% | 54,376 | $1.8M |
| Boyce & Associates Wealth Consulting, Inc. | 1.86% | Add +11.9% | 54,302 | $1.8M |
| Daner Wealth Management, LLC | 1.30% | — | 50,542 | $1.8M |
| Tru Independence Asset Management 2, LLC | 1.44% | Add +193.0% | 51,118 | $1.7M |
| Northwest Wealth Management, LLC | 0.35% | Add +81.0% | 49,275 | $1.7M |
| Nwam LLC | 0.10% | Add +4.0% | 48,428 | $1.6M |
| American Investment Services, Inc. | 0.28% | No change | 46,368 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.39% | Add +16.1% | 46,207 | $1.6M |
| Arcadia Wealth Management, LLC | 0.79% | Add +22.9% | 46,015 | $1.6M |
| Disciplined Investments, LLC | 0.76% | Add +18.5% | 45,842 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +52.3% | 44,273 | $1.5M |
| Fidelis Capital Partners, LLC | 0.15% | Add +47.0% | 42,110 | $1.5M |
| Friday Financial | 1.01% | — | 43,221 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.54% | Add +26.8% | 41,496 | $1.4M |
| Andrews, Lucia Wealth Management LLC | 0.94% | Reduce -3.2% | 41,125 | $1.4M |
| Argyle Capital Partners, LLC | 1.19% | — | 40,894 | $1.4M |
| Avondale Wealth Management | 0.87% | Reduce -83.8% | 40,111 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -19.5% | 39,622 | $1.3M |
| GEN Financial Management, INC. | 0.86% | — | 39,291 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Add +9.9% | 38,352 | $1.3M |
| Peninsula Wealth, LLC | 0.21% | Add +1.7% | 37,150 | $1.3M |
| K2 Financial Inc. | 1.24% | — | 37,135 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.5% | 36,626 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +10.5% | 36,626 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.51% | New | 36,355 | $1.2M |
| Mattern Wealth Management LLC | 0.27% | Reduce -36.9% | 35,844 | $1.2M |
| Coston, McIsaac & Partners | 0.36% | Add +5862.6% | 35,597 | $1.2M |
| &partners | 0.01% | Reduce -4.3% | 34,487 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 33,557 | $1.1M |
| Global Trust Asset Management, LLC | 0.43% | Reduce -2.7% | 33,462 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +58.9% | 33,002 | $1.1M |
| Maryland Capital Advisors Inc. | 0.50% | Add +21.5% | 31,761 | $1.1M |
| Cwm, LLC | 0.00% | Add +69.2% | 31,602 | $1.1M |
| Citigroup Inc. | 0.00% | Add +167.0% | 30,300 | $1.0M |
| Austin Private Wealth, LLC | 0.09% | New | 29,944 | $1.0M |
| First Financial Group Corp | 1.09% | — | 29,079 | $983K |
| Modera Wealth Management, LLC | 0.01% | Add +284.8% | 28,998 | $980K |
| Brighton Jones LLC | 0.03% | Add +0.0% | 28,185 | $952K |
| Index Fund Advisors, Inc. | 0.05% | Add +8.8% | 27,598 | $933K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.3% | 27,186 | $919K |
| Lionshead Wealth Management, LLC | 0.66% | — | 27,084 | $915K |
| TCFG Wealth Management, LLC | 0.46% | Add +1.2% | 26,643 | $900K |
| Strategent Financial, LLC | 0.89% | — | 26,495 | $895K |
| Vantage Point Financial LLC | 0.48% | — | 26,478 | $895K |
| Jones Financial Companies LLLP | 0.00% | Add +42.6% | 26,091 | $882K |
| Mattern Capital Management, LLC | 0.11% | Add +175.2% | 24,691 | $834K |
| SpringVest Wealth Management LLC | 0.70% | — | 24,120 | $815K |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 23,469 | $793K |
| Curio Wealth, LLC | 0.42% | — | 23,362 | $789K |
| Wealthspan Partners, LLC | 0.38% | No change | 23,362 | $789K |
| Everest Private Wealth | 0.68% | — | 23,007 | $777K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +64.3% | 22,913 | $774K |
| HMV Wealth Advisors, LLC | 0.77% | — | 22,700 | $767K |
| Scratch Capital LLC | 0.93% | — | 22,521 | $761K |
| Hutchens & Kramer Investment Management Group, LLC | 0.41% | Reduce -5.5% | 22,515 | $761K |
| SC&H Financial Advisors, Inc. | 0.15% | Add +0.3% | 21,740 | $735K |
| Angeles Wealth Management, LLC | 0.06% | Reduce -21.9% | 21,476 | $726K |
| Pacific Asset Management, LLC | 0.67% | — | 21,256 | $718K |
| Herold Advisors, Inc. | 0.15% | No change | 20,168 | $681K |
| 25 LLC | 0.28% | Reduce -2.1% | 19,731 | $667K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.3% | 19,305 | $652K |
| Archer Investment Management, LLC | 0.39% | — | 18,977 | $641K |
| EnRich Financial Partners LLC | 0.21% | Reduce -3.2% | 18,734 | $633K |
| Cerity Partners LLC | 0.00% | No change | 18,376 | $621K |
| Factor Wealth Management LTD | 0.20% | — | 17,872 | $604K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $585K |
| Martin Worley Group | 0.36% | — | 17,281 | $584K |
| Mgo One Seven LLC | 0.02% | Add +1.7% | 16,587 | $560K |
| Beacon Financial Advisory LLC | 0.18% | Add +35.8% | 16,572 | $560K |
| Bryant Woods Investment Advisors, LLC | 0.26% | New | 16,061 | $543K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.20% | Add +106.5% | 15,760 | $533K |
| Navigoe, LLC | 0.52% | — | 15,664 | $529K |
| Glassy Mountain Advisors, Inc. | 0.18% | Add +75.9% | 15,496 | $524K |
| City State Bank | 0.18% | Add +9.7% | 15,444 | $522K |
| IHT Wealth Management, LLC | 0.02% | Add +5.1% | 15,139 | $512K |
| CGN Advisors LLC | 0.05% | No change | 14,754 | $499K |
| Keb Asset Management, LLC | 0.14% | New | 14,718 | $497K |
| Root Financial Partners, LLC | 0.06% | Add +0.1% | 14,593 | $493K |
| Landing Point Financial Group, LLC | 0.38% | — | 14,024 | $493K |
| Nova R Wealth, Inc. | 0.24% | Add +0.3% | 14,378 | $486K |
| Quadcap Wealth Management, LLC | 0.07% | Add +20.7% | 13,962 | $472K |
| Squire Investment Management Company, LLC | 0.21% | Add +92.3% | 13,815 | $467K |
| Csenge Advisory Group | 0.03% | Reduce -1.1% | 13,664 | $462K |
| Fortis Capital Management LLC | 0.08% | Add +0.3% | 13,420 | $453K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $452K |
| Awm Capital, LLC | 0.06% | No change | 13,378 | $452K |
| Unison Advisors LLC | 0.05% | Add +0.3% | 13,163 | $445K |
| AQR Capital Management | 0.00% | Add +40.7% | 12,809 | $433K |
| Stewardship Advisors, LLC | 0.12% | Add +16.2% | 12,601 | $426K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.2% | 12,260 | $414K |
| Strathmore Capital Advisors, Inc. | 0.30% | — | 12,065 | $408K |
| Axis Wealth Partners, LLC | 0.34% | — | 12,046 | $407K |
| Shearwater Capital LLC | 0.28% | New | 12,042 | $407K |
| Cresset Asset Management, LLC | 0.00% | No change | 12,010 | $406K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -24.4% | 11,863 | $401K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -14.1% | 11,512 | $389K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.6% | 11,510 | $389K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.8% | 10,761 | $369K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 10,860 | $367K |
| Quad-Cities Investment Group, LLC | 0.18% | Reduce -7.2% | 10,569 | $357K |
| Hanover Advisors Inc. | 0.15% | No change | 10,462 | $354K |
| Heritage Investment Group, Inc. | 0.07% | Add +0.2% | 10,350 | $350K |
| Stenger Family Office, LLC | 0.12% | — | 10,117 | $342K |
| Comerica Bank | 0.00% | Reduce -1.3% | 10,113 | $342K |
| Clark Asset Management, LLC | 0.06% | New | 9,814 | $332K |
| LRI Investments, LLC | 0.03% | Add +0.3% | 9,781 | $330K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.7% | 9,747 | $329K |
| Earned Wealth Advisors, LLC | 0.10% | Add +113.5% | 9,714 | $328K |
| ARK & TLK Investments, LLC | 0.11% | New | 9,368 | $317K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,336 | $315K |
| Independent Financial Group, LLC | 0.01% | Add +3.9% | 9,036 | $305K |
| Elevate Wealth Advisory, Inc. | 0.23% | Add +22.2% | 8,997 | $304K |
| Plancorp, LLC | 0.01% | Add +20.1% | 8,713 | $294K |
| Archford Capital Strategies, LLC | 0.04% | New | 8,548 | $289K |
| AssuredPartners Investment Advisors, LLC | 0.06% | — | 8,347 | $282K |
| Signaturefd, LLC | 0.01% | Add +70.0% | 8,163 | $276K |
| Aspire Private Capital, LLC | 0.07% | Add +2.9% | 8,055 | $272K |
| Delta Financial Group, Inc. | 0.06% | Add +0.3% | 7,975 | $269K |
| Samalin Investment Counsel, LLC | 0.11% | New | 7,866 | $266K |
| Millstone Evans Group, LLC | 0.18% | — | 7,788 | $263K |
| QRG Capital Management, Inc. | 0.00% | New | 7,508 | $254K |
| Capital CS Group, LLC | 0.33% | No change | 7,380 | $249K |
| Physician Wealth Solutions Inc. | 0.12% | No change | 7,358 | $249K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 7,105 | $240K |
| Lauterbach Financial Advisors, LLC | 0.14% | Add +13.9% | 7,026 | $237K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +23.6% | 6,983 | $236K |
| Cetera Investment Advisers | 0.00% | New | 6,969 | $235K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 6,863 | $232K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,658 | $225K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 6,460 | $218K |
| Reyes Financial Architecture, Inc. | 0.17% | — | 6,329 | $214K |
| Wells Fargo & Company | 0.00% | Add +3652.4% | 6,304 | $213K |
| Stark Wealth Management LLC | 0.16% | — | 6,252 | $211K |
| HM Payson & Co. | 0.00% | No change | 6,100 | $206K |
| Kestra Investment Management, LLC | 0.01% | New | 5,575 | $188K |
| Medallion Wealth Advisors, LLC | 0.08% | — | 4,521 | $153K |
| WealthShield Partners, LLC | 0.02% | Reduce -4.3% | 3,769 | $127K |
| Fortitude Family Office, LLC | 0.04% | Add +33.7% | 3,573 | $121K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 3,564 | $120K |
| UMB Bank, n.a. | 0.00% | New | 3,367 | $114K |
| American Capital Advisory, LLC | 0.06% | Reduce -2.4% | 3,333 | $113K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +156.5% | 2,480 | $84K |
| Morse Asset Management, Inc | 0.02% | New | 2,351 | $79K |
| FMR LLC | 0.00% | Add +115550.0% | 2,313 | $78K |
| Rialto Wealth Management, LLC | 0.02% | — | 2,188 | $74K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $73K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.3% | 2,096 | $71K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 2,011 | $68K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,781 | $60K |
| Fairscale Capital, LLC | 0.05% | No change | 1,572 | $53K |
| VSM Wealth Advisory, LLC | 0.02% | — | 1,403 | $47K |
| Lam Group, Inc. | 0.03% | Add +4.8% | 1,195 | $40K |
| Asset Dedication, LLC | 0.00% | No change | 1,179 | $40K |
| Synergy Asset Management, LLC | 0.00% | New | 1,029 | $35K |
| Providence First Trust Co | 0.01% | New | 1,015 | $34K |
| Hantz Financial Services, Inc. | 0.00% | New | 917 | $31K |
| Principal Securities, Inc. | 0.00% | Add +174.2% | 894 | $30K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 859 | $29K |
| Colonial Trust Co / SC | 0.00% | No change | 806 | $27K |
| MilWealth Group LLC | 0.01% | New | 798 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | New | 635 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +30.3% | 551 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -42.0% | 536 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -81.7% | 500 | $17K |
| BlackRock, Inc. | 0.00% | New | 485 | $16K |
| IFP Advisors, Inc | 0.00% | New | 467 | $16K |
| Aspect Partners, LLC | 0.01% | Add +154.6% | 466 | $16K |
| Paladin Advisory Group, LLC | 0.01% | No change | 395 | $13K |
| Studio Investment Management LLC | 0.00% | No change | 344 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 334 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 349 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 290 | $10K |
| Bfsg, LLC | 0.00% | No change | 257 | $9K |
| Fifth Third Bancorp | 0.00% | New | 232 | $8K |
| Assetmark, Inc. | 0.00% | No change | 222 | $8K |
| Kings Path Partners LLC | 0.00% | No change | 191 | $6K |
| Spurstone Advisory Services, LLC | 0.08% | — | 122 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 113 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 110 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 79 | $3K |
| NorthRock Partners, LLC | 0.00% | No change | 45 | $2K |
"% 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.