Dimensional US High Profi EtDUHPETF
13F holders, Q2 2025 (June 30)434holders +40
48new positions
10sold out
3famous investors
$35.59avg. 13F price*
At the end of Q2 2025, 434 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 40 from Q1 2025. 48 opened new positions and 10 sold out. The largest holders were Mercer Global Advisors Inc. ($1.4B), Envestnet Asset Management Inc. ($1.3B) and Focus Partners Wealth ($640.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional US High Profi Et
- CUSIP
- 25434V831
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $133.9M |
| Exits | 10 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 27,105,610 shares bought and 3,871,209 shares sold, net +23,234,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 434 holders
| Mercer Global Advisors Inc. | 3.20% | Add +5.4% | 40,120,427 | $1.4B |
| Envestnet Asset Management Inc. | 0.38% | Add +4.3% | 36,539,311 | $1.3B |
| Focus Partners Wealth | 1.39% | Add +63.7% | 18,002,845 | $640.2M |
| Forum Financial Management, LP | 3.88% | Add +3.3% | 7,169,400 | $254.9M |
| Pure Financial Advisors, LLC | 3.98% | Add +3.9% | 6,365,367 | $226.4M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +4.2% | 2,872,164 | $104.0M |
| Corient Private Wealth LP | 0.14% | Add +0.8% | 2,899,446 | $103.1M |
| Alesco Advisors, LLC, An ESL Co | 2.71% | Add +2.6% | 2,650,009 | $94.2M |
| Bank of Montreal | 0.04% | Add +6.9% | 2,379,974 | $84.6M |
| Aprio Wealth Management, LLC | 9.39% | Reduce -2.7% | 2,341,055 | $83.2M |
| HighTower Advisors, LLC | 0.10% | Reduce -3.3% | 2,305,687 | $82.0M |
| Focus Partners Advisor Solutions, LLC | 1.08% | Add +9.4% | 2,269,910 | $80.7M |
| Vestmark Advisory Solutions, Inc. | 1.14% | Add +112.1% | 2,223,094 | $79.1M |
| Bouchey Financial Group, Ltd. | 6.21% | Add +1.0% | 2,101,350 | $74.7M |
| Foster Group, Inc. | 2.53% | Add +1.9% | 2,075,242 | $73.8M |
| LVZ, Inc. | 8.73% | Add +1.9% | 2,046,792 | $72.8M |
| Raymond James Financial Inc. | 0.02% | Add +15.0% | 1,985,660 | $70.6M |
| Park Avenue Securities LLC | 0.65% | Add +10.4% | 1,972,731 | $70.2M |
| Apella Capital, LLC | 1.85% | Add +33.1% | 1,902,011 | $68.4M |
| Financial Consulate, Inc. | 13.16% | Add +109.5% | 1,874,235 | $66.6M |
| UBS Group AG | 0.01% | Add +3.0% | 1,784,483 | $63.5M |
| Captrust Financial Advisors | 0.14% | Add +0.4% | 1,747,750 | $62.1M |
| Planning Center, Inc. | 6.73% | Add +3.2% | 1,710,723 | $60.8M |
| Pathstone Holdings, LLC | 0.23% | Add +2.9% | 1,627,483 | $57.9M |
| AlTi Global, Inc. | 1.43% | Add +38.2% | 1,594,051 | $57.2M |
| Freedom Investment Management, Inc. | 4.51% | Add +17.1% | 1,587,713 | $56.5M |
| Beaird Harris Wealth Management, LLC | 4.23% | Add +3.5% | 1,536,180 | $54.6M |
| High Probability Advisors, LLC | 7.65% | Add +9.0% | 1,438,723 | $51.2M |
| Safeguard Investment Advisory Group, LLC | 12.54% | Reduce -2.6% | 1,412,396 | $50.2M |
| TCI Wealth Advisors, Inc. | 3.38% | Add +37.4% | 1,388,309 | $49.4M |
| Mariner, LLC | 0.07% | Add +12.4% | 1,374,605 | $48.9M |
| Retirement Solution LLC | 11.71% | Reduce -0.1% | 1,289,696 | $45.9M |
| Satovsky Asset Management LLC | 9.71% | Reduce -0.3% | 1,281,835 | $45.6M |
| Efficient Advisors, LLC | 2.68% | Add +9.2% | 1,265,028 | $45.0M |
| DiNuzzo Private Wealth, Inc. | 5.21% | Add +0.9% | 1,233,255 | $43.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.93% | Reduce -11.0% | 1,208,922 | $43.0M |
| Market Street Wealth Management Advisors LLC | 6.82% | Reduce -1.4% | 1,175,788 | $41.8M |
| Bank of America Corp. | 0.00% | Add +12.2% | 1,101,140 | $39.2M |
| Phillips Financial Management, LLC | 2.78% | Add +9.5% | 1,079,305 | $38.4M |
| Clarius Group, LLC | 2.24% | Add +1.6% | 1,078,569 | $38.4M |
| RW Investment Management LLC | 4.27% | Add +37.9% | 1,077,529 | $38.3M |
| Chicago Partners Investment Group LLC | 1.10% | Add +3.4% | 1,038,957 | $38.0M |
| Wealthstream Advisors, Inc. | 6.27% | Add +2.7% | 1,060,663 | $37.7M |
| Millburn Ridgefield LLC | 0.91% | Reduce -6.6% | 1,058,220 | $37.6M |
| Catalyst Capital Advisors LLC | 0.76% | Reduce -6.6% | 1,058,220 | $37.6M |
| Allworth Financial LP | 0.18% | Add +21.6% | 1,030,342 | $36.6M |
| OneDigital Investment Advisors LLC | 0.40% | Reduce -9.6% | 1,008,565 | $35.9M |
| Burton Enright Welch | 6.11% | Add +2.2% | 991,634 | $35.3M |
| Great Oak Capital Partners, LLC | 9.94% | Add +4.8% | 963,345 | $34.7M |
| Grunden Financial Advisory, Inc. | 14.52% | Add +12.4% | 925,098 | $32.9M |
| Sequoia Financial Advisors, LLC | 0.22% | Reduce -10.7% | 917,089 | $32.6M |
| Timonier Family Office, LTD. | 12.09% | Add +12.9% | 909,134 | $32.3M |
| Leading Edge Financial Planning LLC | 8.96% | Add +6.9% | 906,348 | $32.2M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +3.5% | 905,461 | $32.2M |
| HB Wealth Management, LLC | 0.25% | New | 865,963 | $30.8M |
| Ullmann Wealth Partners Group, LLC | 3.52% | Reduce -28.9% | 836,754 | $29.8M |
| Fulton Bank, N.A. | 1.09% | New | 829,280 | $29.5M |
| Meredith Wealth Planning | 10.65% | Add +8.4% | 824,568 | $29.3M |
| NewEdge Advisors, LLC | 0.15% | Reduce -12.2% | 795,236 | $28.3M |
| Bridgewater Advisors Inc. | 2.12% | Add +7.1% | 765,808 | $27.8M |
| AE Wealth Management LLC | 0.20% | Add +14.6% | 756,608 | $26.9M |
| Sax Wealth Advisors, LLC | 1.57% | Add +2.8% | 732,193 | $26.0M |
| Liberty Wealth Management LLC | 4.07% | Reduce -6.4% | 729,659 | $26.0M |
| GeoWealth Management, LLC | 1.00% | Add +1302.1% | 722,762 | $25.7M |
| United Wealth Management, LLC | 7.45% | Add +1.6% | 721,458 | $25.7M |
| Exencial Wealth Advisors, LLC | 0.90% | Add +7.5% | 718,959 | $25.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.57% | Add +867.4% | 708,946 | $25.2M |
| True Wealth Design, LLC | 8.82% | Reduce -7.8% | 703,846 | $25.0M |
| von Borstel & Associates, Inc. | 6.56% | Add +7.8% | 683,869 | $24.9M |
| Baird Financial Group, Inc. | 0.04% | Add +0.7% | 692,702 | $24.6M |
| Hippocratic Financial Advisors, LLC | 13.02% | Add +37.1% | 685,215 | $24.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -40.4% | 635,166 | $22.6M |
| West Financial Advisors, LLC | 3.80% | Add +57.3% | 613,956 | $21.8M |
| PBMares Wealth Management LLC | 3.82% | Add +4.5% | 586,435 | $20.9M |
| Integrity Alliance, Llc. | 1.05% | Add +2.0% | 540,013 | $19.2M |
| Oceanside Advisors LLC | 12.77% | Add +0.4% | 536,873 | $19.1M |
| Arlington Financial Advisors, LLC | 3.12% | Add +11.2% | 536,724 | $19.1M |
| Premier Financial Group | 5.23% | — | 513,705 | $18.8M |
| Opus Capital Group, LLC | 2.23% | Reduce -1.1% | 524,104 | $18.6M |
| Royal Bank of Canada | 0.00% | Add +43.5% | 516,721 | $18.4M |
| Horizon Investments, LLC | 0.29% | Add +9.0% | 511,341 | $18.2M |
| Founders Financial Securities LLC | 1.38% | Add +8.0% | 511,050 | $18.2M |
| Syverson Strege & Co | 4.27% | Add +3.1% | 507,895 | $18.1M |
| Master's Wealth Management Inc. | 8.42% | Add +5.2% | 507,262 | $18.0M |
| Kooman & Associates | 6.02% | Add +1.4% | 500,876 | $17.8M |
| G2 Capital Management, LLC / Oh | 4.95% | Add +304.7% | 495,200 | $17.6M |
| Integrated Wealth Concepts LLC | 0.18% | Add +2.8% | 491,194 | $17.5M |
| Lutz Financial Services LLC | 1.35% | Reduce -2.2% | 487,693 | $17.3M |
| WCG Wealth Advisors LLC | 1.12% | Add +7.8% | 487,190 | $17.3M |
| Midwest Heritage Bank, FSB | 6.49% | Add +5.9% | 484,980 | $17.2M |
| Stifel Financial Corp. | 0.02% | Reduce -2.6% | 478,868 | $17.0M |
| Fortress Wealth Management, Inc. | 8.12% | Reduce -3.8% | 473,634 | $16.8M |
| Matauro, LLC | 3.14% | Reduce -5.1% | 470,411 | $16.7M |
| LPL Financial LLC | 0.01% | Add +18.3% | 466,885 | $16.6M |
| Asset Planning Corporation | 8.79% | New | 464,628 | $16.5M |
| Sterling Wealth Management, Inc. | 5.55% | — | 457,606 | $16.3M |
| Mills Wealth Advisors LLC | 7.38% | Add +41.1% | 452,595 | $16.1M |
| Legacy Financial Group, Inc. | 4.71% | Add +2.8% | 448,307 | $15.9M |
| Tassel Capital Management, Inc. | 12.13% | Add +0.0% | 444,078 | $15.8M |
| Root Financial Partners, LLC | 1.51% | Add +107.1% | 439,088 | $15.6M |
"% 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.