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 |
| JPMorgan Chase & Co. | 0.00% | Add +16.7% | 369,015 | $12.2M |
| TCP Asset Management, LLC | 2.70% | Add +2.0% | 365,087 | $12.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.13% | Reduce -2.2% | 364,595 | $12.1M |
| Pinnacle Associates Ltd. | 0.18% | Reduce -2.2% | 364,595 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.5% | 360,125 | $11.9M |
| Level Financial Advisors | 4.05% | Add +3.8% | 359,458 | $11.9M |
| Dynamic Advisor Solutions LLC | 0.39% | Add +4.9% | 356,162 | $11.8M |
| Aveo Capital Partners, LLC | 1.96% | Add +5.9% | 358,457 | $11.8M |
| RFG Advisory, LLC | 0.30% | Add +19.8% | 335,400 | $11.1M |
| Wealth Advisors Northwest LLC | 7.04% | Add +16.9% | 335,104 | $11.1M |
| Wealth Management Strategies, Inc. | 7.34% | Add +8.3% | 331,100 | $11.0M |
| Mills Wealth Advisors LLC | 5.64% | Add +12.5% | 320,693 | $10.6M |
| Heritage Wealth Management, Inc./Texas | 6.04% | New | 314,749 | $10.4M |
| Gemmer Asset Management LLC | 1.04% | Reduce -1.0% | 313,069 | $10.4M |
| Claris Advisors, LLC / Mo / | 3.84% | Reduce -2.2% | 310,634 | $10.3M |
| Austin Asset Management Co Inc | 2.22% | Add +17.4% | 305,423 | $10.1M |
| Applied Capital LLC | 4.94% | Add +1.7% | 303,988 | $10.1M |
| Raffa Wealth Management, LLC | 2.25% | Add +11.7% | 298,989 | $9.9M |
| Burk Holdings LLC | 7.13% | Add +0.1% | 284,929 | $9.4M |
| REDW Wealth LLC | 3.44% | Reduce -9.6% | 278,942 | $9.2M |
| Abel Hall, LLC | 5.35% | Add +3.4% | 267,438 | $8.9M |
| RCS Financial Planning, LLC | 4.50% | Add +4.5% | 257,514 | $8.5M |
| Weinberger Asset Management, Inc | 3.63% | Reduce -0.6% | 255,501 | $8.5M |
| WESCAP Management Group, Inc. | 2.06% | Reduce -2.6% | 254,767 | $8.4M |
| Family Wealth Partners, LLC | 3.83% | Add +5.8% | 253,250 | $8.4M |
| Silver Oak Wealth Advisors Services, LLC | 7.39% | Add +13.1% | 250,095 | $8.3M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -0.4% | 249,466 | $8.3M |
| Riverchase Wealth Management, LLC | 5.56% | Add +250.3% | 239,627 | $7.9M |
| CogentBlue Wealth Advisors, LLC | 6.64% | Add +1.4% | 228,314 | $7.6M |
| Binnacle Investments Inc | 5.49% | — | 226,977 | $7.5M |
| Blue Oak Capital, LLC | 4.12% | Reduce -6.3% | 225,086 | $7.5M |
| Scratch Capital LLC | 7.51% | Add +874.1% | 219,381 | $7.3M |
| Arkadios Wealth Advisors | 0.27% | Reduce -11.3% | 215,254 | $7.1M |
| Vestment Financial LLC | 5.08% | Add +10.8% | 213,100 | $7.1M |
| Vance Wealth, LLC | 2.66% | New | 213,372 | $7.1M |
| Cardiff Park Advisors, LLC | 0.68% | Add +0.0% | 213,045 | $7.1M |
| Root Financial Partners, LLC | 0.75% | Add +1352.8% | 212,007 | $7.0M |
| Archford Capital Strategies, LLC | 1.03% | Add +2379.3% | 211,931 | $7.0M |
| Fiduciary Financial Group, LLC | 1.49% | Add +9.5% | 222,194 | $6.8M |
| Waycross Investment Management Co | 7.48% | Reduce -2.0% | 200,276 | $6.6M |
| Foundation Wealth Management, LLC\PA | 3.13% | Add +7.7% | 198,521 | $6.6M |
| Security Financial Services, INC. | 1.31% | Add +2.1% | 198,438 | $6.6M |
| Edge Financial Advisors LLC | 4.13% | Add +144.5% | 197,327 | $6.5M |
| EverSource Wealth Advisors, LLC | 0.36% | Add +11.2% | 195,428 | $6.5M |
| Shore Point Advisors, LLC | 3.30% | Add +3.9% | 187,953 | $6.2M |
| Invst, LLC | 0.84% | New | 184,809 | $6.1M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -0.6% | 184,804 | $6.1M |
| Kaufman Rossin Wealth, LLC | 4.33% | Add +3.9% | 182,841 | $6.1M |
| Tableaux LLC | 4.33% | Add +9.9% | 181,101 | $6.0M |
| CVA Family Office, LLC | 0.89% | Add +70.8% | 175,152 | $5.8M |
| Altiora Financial Group, LLC | 1.22% | Add +5.5% | 173,319 | $5.7M |
| Morgan Stanley | 0.00% | Reduce -11.8% | 170,476 | $5.6M |
| Brady Martz Wealth Solutions, LLC | 1.26% | Add +86.9% | 167,872 | $5.6M |
| Crown Wealth Group, LLC | 2.85% | Reduce -14.2% | 165,788 | $5.5M |
| ArborFi Advisors, LLC | 5.45% | Add +6.3% | 165,618 | $5.5M |
| Parkshore Wealth Management, Inc. | 3.17% | Add +18.6% | 164,647 | $5.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.0% | 155,836 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -14.0% | 153,678 | $5.1M |
| Integrity Investment Advisors, LLC | 4.55% | — | 150,422 | $5.0M |
| BetterWealth, LLC | 1.39% | Reduce -56.7% | 149,312 | $4.9M |
| Bridge Generations Wealth Management LLC | 3.05% | Add +4.2% | 146,772 | $4.9M |
| Intelligence Driven Advisers, LLC | 0.92% | Reduce -7.6% | 143,500 | $4.8M |
| Sollinda Capital Management LLC | 1.30% | Add +12.2% | 140,865 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +76.2% | 134,661 | $4.5M |
| Waterfront Wealth Inc. | 1.06% | Add +0.3% | 131,045 | $4.3M |
| Wolfstich Capital, LLC | 3.91% | No change | 130,553 | $4.3M |
| Kingsview Wealth Management, LLC | 0.08% | Add +26.9% | 128,655 | $4.3M |
| Savant Capital, LLC | 0.04% | Reduce -8.3% | 128,205 | $4.2M |
| Fischer Investment Strategies, LLC | 3.10% | Reduce -69.7% | 126,983 | $4.2M |
| G2 Capital Management, LLC / Oh | 1.23% | New | 122,372 | $4.1M |
| Aspen Wealth Management LLC | 1.11% | Add +10.1% | 118,495 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.4% | 115,569 | $3.8M |
| Caprock Group, LLC | 0.11% | Reduce -2.3% | 111,136 | $3.7M |
| Signet Financial Management, LLC | 0.48% | Reduce -18.7% | 108,254 | $3.6M |
| Blue Trust, Inc. | 0.04% | Add +6.5% | 105,403 | $3.5M |
| Betterment LLC | 0.01% | Add +58.2% | 103,697 | $3.4M |
| Tortoise Investment Management, LLC | 0.36% | Add +4.0% | 103,084 | $3.4M |
| HMV Wealth Advisors, LLC | 2.64% | Add +342.8% | 100,515 | $3.3M |
| Disciplined Investments, LLC | 1.51% | Add +116.5% | 99,267 | $3.3M |
| Evanson Asset Management, LLC | 0.23% | Add +47.8% | 98,824 | $3.3M |
| GEM Asset Management, LLC | 1.83% | Add +10.9% | 98,598 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +21.4% | 96,981 | $3.2M |
| L & S Advisors Inc | 0.45% | Reduce -3.9% | 96,388 | $3.2M |
| Bryant Woods Investment Advisors, LLC | 1.50% | Add +485.4% | 94,026 | $3.1M |
| Jackson Thornton Wealth Management, LLC | 0.41% | Add +40.2% | 98,803 | $3.1M |
| Investmark Advisory Group LLC | 1.51% | Add +1.2% | 92,515 | $3.1M |
| Transcend Capital Advisors, LLC | 0.22% | New | 90,759 | $3.0M |
| Creative Planning | 0.00% | Add +4.6% | 89,361 | $3.0M |
| Axxcess Wealth Management, LLC | 0.08% | New | 84,129 | $2.8M |
| PFG Advisors | 0.15% | Add +8.0% | 83,285 | $2.8M |
| Simplicity Wealth,LLC | 0.21% | New | 82,383 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.7% | 81,465 | $2.7M |
| Warburton Capital Management, LLC | 1.93% | Add +19.0% | 80,482 | $2.7M |
| Two West Capital Advisors LLC | 2.22% | Add +5.1% | 84,941 | $2.7M |
| Main Street Financial Solutions, LLC | 0.22% | Reduce -2.1% | 77,454 | $2.6M |
| Robinson Smith Wealth Advisors LLC | 2.12% | Add +8.3% | 76,558 | $2.5M |
| Summit Wealth Group, LLC | 0.72% | Add +9.4% | 74,282 | $2.5M |
| Townsquare Capital LLC | 0.03% | Reduce -13.3% | 73,378 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +6.5% | 73,336 | $2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | New | 73,282 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +32.6% | 72,079 | $2.4M |
| Viawealth, LLC | 1.47% | Reduce -0.4% | 71,636 | $2.4M |
| Corus Family Wealth Advisors | 1.62% | Add +19.1% | 71,245 | $2.4M |
| Cherry Tree Wealth Management, LLC | 0.56% | Add +52.6% | 70,536 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -0.5% | 69,181 | $2.3M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -1.6% | 69,042 | $2.3M |
| Arcadia Wealth Management, Inc. | 1.77% | Add +17.7% | 68,314 | $2.3M |
| Tru Independence Asset Management 2, LLC | 1.69% | Add +33.4% | 68,174 | $2.3M |
| Dopkins Wealth Management, LLC | 1.14% | Add +14.3% | 67,584 | $2.2M |
| Boyce & Associates Wealth Consulting, Inc. | 2.21% | Add +22.6% | 66,571 | $2.2M |
| Northwest Wealth Management, LLC | 0.44% | Add +35.0% | 66,507 | $2.2M |
| Good Life Advisors, LLC | 0.15% | Add +4.5% | 66,176 | $2.2M |
| Fidelis Capital Partners, LLC | 0.23% | Add +60.4% | 67,549 | $2.2M |
| Friday Financial | 1.20% | Add +38.9% | 60,046 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.95% | Add +1.8% | 60,092 | $2.0M |
| Austin Private Wealth, LLC | 0.18% | Add +99.2% | 59,643 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.62% | No change | 55,986 | $1.9M |
| Strategent Financial, LLC | 1.70% | Add +114.3% | 56,770 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +51.4% | 55,435 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +51.4% | 55,435 | $1.8M |
| WPWealth LLP | 0.36% | New | 55,225 | $1.8M |
| SageView Advisory Group, LLC | 0.08% | Reduce -1.2% | 54,481 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +106.3% | 53,818 | $1.8M |
| Mission Financial Group, LLC | 1.60% | — | 47,118 | $1.7M |
| GeoWealth Management, LLC | 0.07% | Add +56.2% | 51,550 | $1.7M |
| Arcadia Wealth Management, LLC | 0.78% | Add +3.5% | 47,625 | $1.6M |
| American Investment Services, Inc. | 0.27% | No change | 46,368 | $1.5M |
| Index Fund Advisors, Inc. | 0.10% | Add +67.9% | 46,349 | $1.5M |
| Coston, McIsaac & Partners | 0.44% | Add +28.6% | 45,782 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 1.33% | — | 44,806 | $1.5M |
| Cwm, LLC | 0.01% | Add +37.1% | 43,335 | $1.4M |
| Cherrydale Wealth Management, LLC | 0.57% | Add +4.0% | 43,139 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +8.5% | 42,998 | $1.4M |
| Andrews, Lucia Wealth Management LLC | 0.91% | Reduce -2.4% | 40,143 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +20.6% | 40,468 | $1.3M |
| City State Bank | 0.43% | Add +157.1% | 39,699 | $1.3M |
| Vantage Point Financial LLC | 0.65% | Add +47.8% | 39,137 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.53% | Add +6.6% | 38,766 | $1.3M |
| Maryland Capital Advisors Inc. | 0.57% | Add +21.9% | 38,712 | $1.3M |
| Avondale Wealth Management | 0.80% | Reduce -4.2% | 38,439 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | No change | 38,352 | $1.3M |
| Brighton Jones LLC | 0.04% | Add +30.3% | 36,729 | $1.2M |
| Argyle Capital Partners, LLC | 1.04% | Reduce -10.8% | 36,459 | $1.2M |
| K2 Financial Inc. | 1.18% | Add +6.1% | 39,387 | $1.2M |
| Citigroup Inc. | 0.00% | Add +18.7% | 35,960 | $1.2M |
| Nwam LLC | 0.10% | Reduce -27.9% | 34,910 | $1.2M |
| Mattern Wealth Management LLC | 0.25% | Reduce -5.1% | 34,021 | $1.1M |
| Beacon Financial Advisory LLC | 0.33% | Add +100.9% | 33,297 | $1.1M |
| &partners | 0.01% | Reduce -3.9% | 33,128 | $1.1M |
| Fisher Asset Management | 0.00% | New | 31,791 | $1.1M |
| Global Trust Asset Management, LLC | 0.64% | Reduce -5.2% | 31,737 | $1.1M |
| Arax Advisory Partners | 0.07% | New | 31,219 | $1.0M |
| GEN Financial Management, INC. | 0.70% | Reduce -20.8% | 31,122 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +1.1% | 29,308 | $971K |
| First Financial Group Corp | 1.10% | Add +0.8% | 29,296 | $971K |
| tru Independence LLC | 0.30% | Reduce -72.5% | 28,823 | $955K |
| Mattern Capital Management, LLC | 0.12% | Add +12.4% | 27,751 | $920K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.2% | 27,521 | $912K |
| Samalin Investment Counsel, LLC | 0.37% | Add +248.8% | 27,440 | $909K |
| Integrated Advisors Network LLC | 0.05% | New | 27,157 | $900K |
| TCFG Wealth Management, LLC | 0.45% | Add +1.4% | 27,004 | $895K |
| Keb Asset Management, LLC | 0.24% | Add +76.3% | 25,954 | $860K |
| Curio Wealth, LLC | 0.44% | Reduce -99.9% | 26 | $854K |
| AQR Capital Management | 0.00% | Add +99.7% | 25,580 | $848K |
| SpringVest Wealth Management LLC | 0.68% | Add +2.2% | 24,653 | $817K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.9% | 23,566 | $781K |
| CW Advisors, LLC | 0.01% | New | 23,350 | $779K |
| Wealthspan Partners, LLC | 0.36% | No change | 23,362 | $774K |
| Everest Private Wealth | 0.70% | No change | 23,007 | $762K |
| SC&H Financial Advisors, Inc. | 0.14% | Add +0.2% | 21,793 | $722K |
| Virtue Capital Management, LLC | 0.08% | New | 21,732 | $720K |
| Pacific Asset Management, LLC | 0.63% | Add +0.1% | 21,281 | $705K |
| Harbour Investments, Inc. | 0.02% | Reduce -66.7% | 21,189 | $702K |
| Benchmark Wealth Management, LLC | 0.34% | New | 20,929 | $694K |
| Clear Creek Financial Management, LLC | 0.07% | New | 20,808 | $690K |
| Landing Point Financial Group, LLC | 0.52% | Add +46.5% | 20,548 | $681K |
| Hutchens & Kramer Investment Management Group, LLC | 0.37% | Reduce -9.9% | 20,289 | $672K |
| Herold Advisors, Inc. | 0.15% | No change | 20,168 | $668K |
| Balance Wealth Partners LLC | 0.43% | — | 19,782 | $656K |
| IHT Wealth Management, LLC | 0.02% | Add +22.8% | 18,589 | $616K |
| Kestra Investment Management, LLC | 0.01% | Add +232.3% | 18,528 | $614K |
| Cerity Partners LLC | 0.00% | No change | 18,376 | $609K |
| 25 LLC | 0.25% | Reduce -7.3% | 18,281 | $606K |
| Mgo One Seven LLC | 0.02% | Add +9.2% | 18,112 | $600K |
| Aspiriant, LLC | 0.02% | Add +4.7% | 18,106 | $600K |
| Factor Wealth Management LTD | 0.18% | Add +0.0% | 17,875 | $592K |
| EnRich Financial Partners LLC | 0.20% | Reduce -5.1% | 17,774 | $589K |
| Martin Worley Group | 0.33% | No change | 17,281 | $573K |
| Axis Wealth Partners, LLC | 0.41% | Add +39.7% | 16,833 | $558K |
| Glassy Mountain Advisors, Inc. | 0.20% | Add +8.2% | 16,762 | $555K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 16,460 | $546K |
| Avantax Advisory Services, Inc. | 0.00% | New | 15,831 | $525K |
| Gibraltar Capital Management, Inc. | 0.11% | New | 15,615 | $517K |
| Parkwoods Wealth Partners, LLC | 0.34% | New | 15,081 | $500K |
| Stewardship Advisors, LLC | 0.14% | Add +19.6% | 15,074 | $500K |
| D. E. Shaw & Co. | 0.00% | New | 14,783 | $490K |
| Lionshead Wealth Management, LLC | 0.51% | Reduce -45.5% | 14,755 | $489K |
| CGN Advisors LLC | 0.05% | No change | 14,754 | $489K |
| Nova R Wealth, Inc. | 0.24% | Add +0.2% | 14,413 | $478K |
| Earned Wealth Advisors, LLC | 0.10% | Add +44.8% | 14,062 | $466K |
| Spire Wealth Management | 0.01% | New | 13,953 | $462K |
| Navigoe, LLC | 0.39% | Reduce -12.3% | 13,735 | $455K |
| Csenge Advisory Group | 0.03% | Add +5.1% | 14,367 | $450K |
| Cresset Asset Management, LLC | 0.00% | Add +11.8% | 13,427 | $445K |
| Fortis Capital Management LLC | 0.09% | No change | 13,420 | $445K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $444K |
| Awm Capital, LLC | 0.05% | No change | 13,378 | $443K |
| Unison Advisors LLC | 0.06% | Add +0.2% | 13,195 | $437K |
| Summit Wealth Partners, LLC | 0.08% | Add +5.0% | 12,451 | $413K |
| Squire Investment Management Company, LLC | 0.17% | Reduce -10.0% | 12,430 | $412K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +83.9% | 11,880 | $394K |
| Archer Investment Management, LLC | 0.27% | Reduce -37.6% | 11,850 | $393K |
| Black Point Wealth Management | 2.25% | Reduce -88.5% | 11,762 | $390K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +2.2% | 11,768 | $386K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,512 | $382K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -46.5% | 11,478 | $380K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -18.1% | 11,439 | $379K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +7.6% | 11,369 | $377K |
| AlphaCore Capital LLC | 0.03% | New | 11,367 | $377K |
| Nalls Sherbakoff Group, LLC | 0.30% | — | 11,263 | $373K |
| Oder Investment Management, LLC | 0.32% | New | 11,220 | $372K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 10,860 | $360K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.8% | 10,852 | $360K |
| Heritage Investment Group, Inc. | 0.07% | Add +3.0% | 10,662 | $353K |
| Hanover Advisors Inc. | 0.15% | No change | 10,462 | $347K |
| Plancorp, LLC | 0.01% | Add +17.1% | 10,200 | $338K |
| Clark Asset Management, LLC | 0.05% | No change | 9,814 | $325K |
| LRI Investments, LLC | 0.03% | Add +0.3% | 9,805 | $325K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 9,756 | $323K |
| Brown Advisory Inc. | 0.00% | New | 9,661 | $320K |
| Comerica Bank | 0.00% | Reduce -6.5% | 9,452 | $313K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +36.5% | 9,370 | $311K |
| ARK & TLK Investments, LLC | 0.11% | No change | 9,368 | $310K |
| Triad Wealth Partners, LLC | 0.10% | New | 9,362 | $310K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,336 | $309K |
| Independent Financial Group, LLC | 0.01% | Add +2.3% | 9,244 | $306K |
| Cary Street Partners Financial LLC | 0.01% | New | 9,244 | $306K |
| Elevate Wealth Advisory, Inc. | 0.21% | Add +0.0% | 8,998 | $298K |
| Werba Rubin Papier Wealth Management | 0.06% | New | 8,821 | $292K |
| Aspire Private Capital, LLC | 0.07% | Add +6.6% | 8,586 | $285K |
| Aerodigm Wealth, LLC | 0.16% | New | 8,406 | $279K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +0.3% | 8,368 | $277K |
| Delta Financial Group, Inc. | 0.06% | No change | 7,975 | $270K |
| Signaturefd, LLC | 0.01% | Reduce -0.3% | 8,140 | $270K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.8% | 8,111 | $269K |
| Wells Fargo & Company | 0.00% | Add +23.8% | 7,803 | $259K |
| Millstone Evans Group, LLC | 0.18% | Add +0.2% | 7,803 | $259K |
| Lauterbach Financial Advisors, LLC | 0.16% | Add +10.8% | 7,785 | $258K |
| Clarity Capital Advisors, LLC | 0.17% | New | 7,701 | $255K |
| Physician Wealth Solutions Inc. | 0.12% | No change | 7,358 | $244K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +0.4% | 7,136 | $236K |
| Geneos Wealth Management Inc. | 0.01% | Add +1190.5% | 6,917 | $229K |
| Merit Financial Group, LLC | 0.00% | New | 6,468 | $214K |
| Northern Trust Corp. | 0.00% | Reduce -72.7% | 6,403 | $212K |
| Reyes Financial Architecture, Inc. | 0.15% | No change | 6,329 | $210K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -9.7% | 6,306 | $209K |
| Sabal Trust CO | 0.01% | New | 6,126 | $203K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -9.2% | 4,104 | $136K |
| WealthShield Partners, LLC | 0.02% | Add +0.2% | 3,778 | $125K |
| Fortitude Family Office, LLC | 0.04% | No change | 3,573 | $118K |
| Wood Tarver Financial Group, LLC | 0.04% | Add +0.1% | 3,567 | $118K |
| UMB Bank, n.a. | 0.00% | No change | 3,367 | $112K |
| American Capital Advisory, LLC | 0.06% | No change | 3,333 | $110K |
| Tradewinds Capital Management, LLC | 0.03% | New | 3,191 | $106K |
| Assetmark, Inc. | 0.00% | Add +1127.5% | 2,725 | $90K |
| HM Payson & Co. | 0.00% | Reduce -57.4% | 2,600 | $86K |
| FMR LLC | 0.00% | Add +4.8% | 2,423 | $80K |
| Morse Asset Management, Inc | 0.02% | Reduce -1.8% | 2,308 | $76K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,188 | $73K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $72K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,781 | $59K |
| Fairscale Capital, LLC | 0.05% | No change | 1,572 | $52K |
| VSM Wealth Advisory, LLC | 0.02% | Add +4.9% | 1,472 | $49K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +53.5% | 1,319 | $44K |
| Asset Dedication, LLC | 0.00% | Add +0.3% | 1,182 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 894 | $30K |
| Colonial Trust Co / SC | 0.00% | No change | 806 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 635 | $21K |
| IFP Advisors, Inc | 0.00% | Add +17.1% | 547 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 500 | $17K |
| BlackRock, Inc. | 0.00% | No change | 485 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.2% | 423 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 395 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 334 | $11K |
| Bfsg, LLC | 0.00% | No change | 257 | $9K |
| Kings Path Partners LLC | 0.00% | Add +3.7% | 198 | $7K |
| Spurstone Advisory Services, LLC | 0.08% | No change | 122 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 110 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 79 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 63 | $2K |
| Integrity Financial Corp | 0.00% | New | 55 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 45 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 31 | $1K |
| Capital A Wealth Management, LLC | 0.00% | New | 29 | $961 |
"% 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.