Dimensional US High Profi EtDUHPETF
13F holders, Q1 2025 (March 31)394holders +13
38new positions
20sold out
3famous investors
$33.13avg. 13F price*
At the end of Q1 2025, 394 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 13 from Q4 2024. 38 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($1.3B), Envestnet Asset Management Inc. ($1.2B) and Focus Partners Wealth ($364.5M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $70.0M |
| Exits | 20 | $12.5M |
All 13F filers, Q4 2024 → Q1 2025: 22,894,996 shares bought and 6,031,217 shares sold, net +16,863,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| Mercer Global Advisors Inc. | 2.89% | Add +6.7% | 38,061,156 | $1.3B |
| Envestnet Asset Management Inc. | 0.37% | Reduce -8.4% | 35,031,917 | $1.2B |
| Focus Partners Wealth | 0.92% | Add +321.0% | 10,998,637 | $364.5M |
| Adero Partners, LLC | 15.28% | Add +2.0% | 7,048,482 | $233.6M |
| Forum Financial Management, LP | 3.81% | Add +0.9% | 6,937,524 | $229.9M |
| Pure Financial Advisors, LLC | 4.25% | Add +12.2% | 6,129,103 | $203.1M |
| Corient Private Wealth LP | 0.16% | Add +4.4% | 2,875,025 | $95.3M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +2.2% | 2,755,707 | $91.3M |
| Alesco Advisors, LLC, An ESL Co | 2.69% | Reduce -1.0% | 2,583,039 | $85.6M |
| Aprio Wealth Management, LLC | 9.99% | Reduce -6.4% | 2,406,046 | $79.7M |
| HighTower Advisors, LLC | 0.11% | Reduce -1.2% | 2,384,003 | $79.0M |
| Bank of Montreal | 0.04% | Add +5.1% | 2,225,529 | $73.8M |
| Bouchey Financial Group, Ltd. | 6.22% | Add +1.8% | 2,081,416 | $69.0M |
| Focus Partners Advisor Solutions, LLC | 1.04% | Add +21.8% | 2,074,375 | $68.7M |
| Foster Group, Inc. | 2.53% | Add +0.4% | 2,036,741 | $67.5M |
| LVZ, Inc. | 8.74% | Reduce -1.3% | 2,009,693 | $66.6M |
| Park Avenue Securities LLC | 0.73% | Add +5.4% | 1,787,044 | $59.2M |
| Captrust Financial Advisors | 0.14% | Reduce -2.6% | 1,741,233 | $57.7M |
| UBS Group AG | 0.01% | Add +1.2% | 1,733,139 | $57.4M |
| Raymond James Financial Inc. | 0.02% | Add +6.9% | 1,726,763 | $57.2M |
| Planning Center, Inc. | 6.50% | Add +3.1% | 1,658,193 | $55.0M |
| Pathstone Holdings, LLC | 0.23% | Reduce -0.2% | 1,581,687 | $52.4M |
| Beaird Harris Wealth Management, LLC | 4.18% | Add +8.8% | 1,484,568 | $49.2M |
| Safeguard Investment Advisory Group, LLC | 13.06% | Add +0.3% | 1,450,615 | $48.1M |
| Apella Capital, LLC | 1.56% | Add +168.6% | 1,429,319 | $45.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.08% | Reduce -17.2% | 1,358,266 | $45.0M |
| Freedom Investment Management, Inc. | 3.77% | Reduce -0.3% | 1,356,105 | $44.9M |
| High Probability Advisors, LLC | 7.29% | Add +5.0% | 1,319,794 | $43.7M |
| Retirement Solution LLC | 12.13% | Add +91.2% | 1,290,317 | $42.8M |
| Satovsky Asset Management LLC | 9.54% | Reduce -0.4% | 1,286,269 | $42.6M |
| Mariner, LLC | 0.07% | Add +100.4% | 1,222,847 | $40.5M |
| DiNuzzo Private Wealth, Inc. | 5.10% | Reduce -0.5% | 1,222,370 | $40.5M |
| Market Street Wealth Management Advisors LLC | 6.71% | Add +2.3% | 1,192,398 | $39.5M |
| Ullmann Wealth Partners Group, LLC | 5.18% | Reduce -2.5% | 1,176,015 | $39.0M |
| Efficient Advisors, LLC | 2.50% | Reduce -1.2% | 1,158,622 | $38.4M |
| AlTi Global, Inc. | 1.00% | Reduce -7.6% | 1,153,300 | $38.2M |
| Millburn Ridgefield LLC | 0.91% | Add +10.5% | 1,132,910 | $37.5M |
| Catalyst Capital Advisors LLC | 0.77% | Add +10.5% | 1,132,910 | $37.5M |
| OneDigital Investment Advisors LLC | 0.44% | Reduce -6.2% | 1,115,004 | $37.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.3% | 1,065,745 | $35.3M |
| Clarius Group, LLC | 2.21% | Add +13.5% | 1,061,930 | $35.2M |
| Vestmark Advisory Solutions, Inc. | 0.90% | Add +12.7% | 1,048,243 | $34.7M |
| Wealthstream Advisors, Inc. | 6.41% | Add +3.5% | 1,033,042 | $34.2M |
| Sequoia Financial Advisors, LLC | 0.26% | Add +6.0% | 1,027,196 | $34.0M |
| TCI Wealth Advisors, Inc. | 2.68% | Add +40.7% | 1,010,553 | $33.5M |
| Chicago Partners Investment Group LLC | 1.10% | Add +2.5% | 1,005,284 | $33.1M |
| Phillips Financial Management, LLC | 2.52% | Add +17.0% | 985,640 | $32.7M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 981,259 | $32.5M |
| Burton Enright Welch | 6.54% | Add +3.5% | 970,703 | $32.2M |
| Great Oak Capital Partners, LLC | 10.34% | No change | 919,613 | $30.9M |
| NewEdge Advisors, LLC | 0.18% | Add +1.3% | 905,693 | $30.0M |
| Financial Consulate, Inc. | 7.48% | Reduce -11.5% | 894,617 | $29.6M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +10.4% | 874,873 | $29.0M |
| Christopher J. Hasenberg, Inc | 11.94% | Add +24.2% | 866,726 | $28.8M |
| Leading Edge Financial Planning LLC | 8.78% | Add +6.0% | 847,714 | $28.1M |
| Grunden Financial Advisory, Inc. | 13.25% | Reduce -3.3% | 823,035 | $27.3M |
| Allworth Financial LP | 0.15% | Add +11.2% | 847,605 | $27.2M |
| Timonier Family Office, LTD. | 11.80% | Add +23.8% | 805,387 | $26.7M |
| RW Investment Management LLC | 3.18% | Add +30.9% | 781,622 | $25.9M |
| Liberty Wealth Management LLC | 4.95% | Reduce -0.3% | 779,772 | $25.9M |
| True Wealth Design, LLC | 9.63% | Reduce -1.0% | 763,267 | $25.3M |
| Meredith Wealth Planning | 11.12% | Add +4.7% | 760,626 | $25.2M |
| Sax Wealth Advisors, LLC | 1.69% | Reduce -3.4% | 712,489 | $23.6M |
| United Wealth Management, LLC | 7.37% | Add +8.8% | 709,926 | $23.5M |
| Bridgewater Advisors Inc. | 2.01% | Add +24.1% | 715,298 | $23.3M |
| Baird Financial Group, Inc. | 0.04% | Add +16.7% | 687,746 | $22.8M |
| Exencial Wealth Advisors, LLC | 0.82% | Add +9.1% | 669,079 | $22.2M |
| AE Wealth Management LLC | 0.18% | Add +9.2% | 659,989 | $21.9M |
| von Borstel & Associates, Inc. | 6.28% | Add +29.7% | 634,127 | $21.0M |
| PBMares Wealth Management LLC | 3.72% | Add +9.0% | 561,253 | $18.6M |
| MB Generational Wealth, LLC | 13.62% | Add +2.7% | 550,447 | $18.2M |
| Oceanside Advisors LLC | 12.82% | Add +1.9% | 534,580 | $17.7M |
| Opus Capital Group, LLC | 2.26% | Reduce -0.4% | 529,844 | $17.6M |
| Integrity Alliance, Llc. | 0.69% | New | 529,492 | $17.5M |
| Hippocratic Financial Advisors, LLC | 9.86% | Add +9.6% | 499,943 | $16.6M |
| Lutz Financial Services LLC | 1.35% | Add +5.5% | 498,556 | $16.5M |
| Matauro, LLC | 3.34% | Reduce -5.2% | 495,479 | $16.4M |
| Kooman & Associates | 6.01% | Add +19.0% | 494,225 | $16.4M |
| Syverson Strege & Co | 5.25% | Reduce -1.3% | 492,789 | $16.3M |
| Fortress Wealth Management, Inc. | 8.48% | Reduce -21.7% | 492,503 | $16.3M |
| Stifel Financial Corp. | 0.02% | Reduce -0.6% | 491,709 | $16.3M |
| Arlington Financial Advisors, LLC | 2.81% | Add +2.0% | 482,687 | $16.0M |
| Master's Wealth Management Inc. | 8.39% | Add +1.6% | 482,055 | $16.0M |
| Integrated Wealth Concepts LLC | 0.18% | Add +0.6% | 477,970 | $15.8M |
| Horizon Investments, LLC | 0.46% | Reduce -0.6% | 469,305 | $15.6M |
| Founders Financial Securities LLC | 1.30% | Reduce -0.7% | 473,359 | $15.3M |
| Midwest Heritage Bank, FSB | 6.25% | Add +47.1% | 458,117 | $15.2M |
| WCG Wealth Advisors LLC | 1.14% | Add +4.3% | 451,996 | $15.0M |
| Tassel Capital Management, Inc. | 12.87% | Add +1.6% | 443,944 | $14.7M |
| Osaic Holdings, Inc. | 0.03% | Add +70.2% | 441,060 | $14.6M |
| Strategic Investment Solutions, Inc. | 4.22% | Reduce -17.6% | 437,769 | $14.5M |
| Legacy Financial Group, Inc. | 4.64% | Add +4.0% | 436,312 | $14.5M |
| CPA Asset Management Group, LLC | 6.26% | Add +7.7% | 429,103 | $14.2M |
| Intrepid Capital Management Inc. | 8.60% | Add +11.6% | 428,778 | $14.2M |
| Hutchinson Capital Management | 2.65% | Reduce -1.1% | 418,511 | $13.9M |
| Envision Financial Planning, LLC | 6.91% | Reduce -0.5% | 408,923 | $13.6M |
| LPL Financial LLC | 0.01% | Add +22.9% | 394,567 | $13.1M |
| AdvisorNet Financial, Inc | 0.97% | Add +3.5% | 393,164 | $13.0M |
| Websterrogers Financial Advisors, LLC | 4.44% | Reduce -1.0% | 392,588 | $13.0M |
| West Financial Advisors, LLC | 2.46% | Reduce -0.9% | 390,424 | $12.9M |
"% 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.