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 |
| HFM Investment Advisors, LLC | 6.80% | New | 435,180 | $15.5M |
| CPA Asset Management Group, LLC | 6.43% | Add +0.3% | 430,430 | $15.3M |
| Hutchinson Capital Management | 2.77% | Add +2.0% | 426,889 | $15.2M |
| JPMorgan Chase & Co. | 0.00% | Add +13.6% | 419,311 | $14.9M |
| Intrepid Capital Management Inc. | 7.81% | Reduce -2.6% | 417,595 | $14.8M |
| Wealth Management Strategies, Inc. | 7.86% | Add +24.3% | 411,450 | $14.6M |
| WPWealth LLP | 2.62% | Add +638.5% | 407,824 | $14.5M |
| Envision Financial Planning, LLC | 6.75% | Reduce -0.7% | 406,013 | $14.4M |
| Websterrogers Financial Advisors, LLC | 4.54% | Add +2.2% | 401,288 | $14.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.17% | Add +8.4% | 395,316 | $14.1M |
| Pinnacle Associates Ltd. | 0.20% | Add +8.4% | 395,316 | $14.1M |
| TCP Asset Management, LLC | 2.65% | Add +2.9% | 375,731 | $13.4M |
| Dynamic Advisor Solutions LLC | 0.40% | Add +3.1% | 367,059 | $13.1M |
| Level Financial Advisors | 4.02% | Add +1.2% | 363,744 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.1% | 352,380 | $12.5M |
| Summit Wealth Group LLC / Co. | 3.13% | — | 350,073 | $12.4M |
| Wealth Advisors Northwest LLC | 6.54% | Add +4.1% | 348,916 | $12.4M |
| RFG Advisory, LLC | 0.28% | Reduce -0.8% | 332,592 | $11.8M |
| Austin Asset Management Co Inc | 2.34% | Add +6.6% | 325,697 | $11.6M |
| Burk Holdings LLC | 7.21% | Add +13.7% | 323,888 | $11.5M |
| Scratch Capital LLC | 9.31% | Add +46.6% | 321,647 | $11.4M |
| Gemmer Asset Management LLC | 1.01% | Add +2.6% | 321,303 | $11.4M |
| Applied Capital LLC | 4.97% | Add +4.4% | 317,417 | $11.3M |
| Raffa Wealth Management, LLC | 2.22% | Add +4.2% | 311,647 | $11.1M |
| Claris Advisors, LLC / Mo / | 3.74% | Reduce -2.7% | 302,318 | $10.8M |
| Heritage Wealth Management, Inc./Texas | 5.29% | Reduce -4.7% | 300,050 | $10.7M |
| Financial Harvest, LLC | 7.91% | New | 297,442 | $10.6M |
| Riverchase Wealth Management, LLC | 6.46% | Add +19.4% | 286,176 | $10.2M |
| Silver Oak Wealth Advisors Services, LLC | 7.31% | Add +14.1% | 285,414 | $10.1M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +388.2% | 270,615 | $9.6M |
| Brady Martz Wealth Solutions, LLC | 1.84% | Add +59.7% | 268,086 | $9.5M |
| REDW Wealth LLC | 3.79% | Reduce -4.1% | 267,625 | $9.5M |
| Abel Hall, LLC | 4.37% | Reduce -0.7% | 265,616 | $9.4M |
| Weinberger Asset Management, Inc | 3.61% | Add +2.8% | 262,687 | $9.3M |
| Family Wealth Partners, LLC | 3.72% | Add +3.3% | 261,697 | $9.3M |
| RCS Financial Planning, LLC | 4.61% | Add +1.1% | 260,477 | $9.3M |
| Strategic Investment Solutions, Inc. | 2.80% | Reduce -40.6% | 260,046 | $9.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +3.2% | 257,382 | $9.2M |
| Binnacle Investments Inc | 5.52% | Add +5.1% | 238,649 | $8.5M |
| Vance Wealth, LLC | 2.85% | Add +11.3% | 237,485 | $8.4M |
| EverSource Wealth Advisors, LLC | 0.38% | Add +21.3% | 237,070 | $8.4M |
| Edge Financial Advisors LLC | 4.44% | Add +19.9% | 236,679 | $8.4M |
| Fiduciary Financial Group, LLC | 1.50% | Add +4.2% | 231,608 | $8.3M |
| Vestment Financial LLC | 5.18% | Add +6.9% | 227,815 | $8.2M |
| CogentBlue Wealth Advisors, LLC | 6.16% | Reduce -1.0% | 226,065 | $8.0M |
| AdvisorNet Financial, Inc | 0.51% | Reduce -43.1% | 223,769 | $8.0M |
| Cardiff Park Advisors, LLC | 0.68% | Add +4.2% | 222,040 | $7.9M |
| Arkadios Wealth Advisors | 0.24% | Add +2.6% | 220,814 | $7.9M |
| Foundation Wealth Management, LLC\PA | 3.37% | Add +10.3% | 218,954 | $7.8M |
| Archford Capital Strategies, LLC | 0.99% | Add +2.3% | 216,712 | $7.7M |
| WESCAP Management Group, Inc. | 1.72% | Reduce -16.4% | 213,025 | $7.6M |
| Invst, LLC | 0.91% | Add +10.6% | 204,391 | $7.3M |
| Blue Oak Capital, LLC | 3.82% | Reduce -9.2% | 204,358 | $7.3M |
| Security Financial Services, INC. | 1.28% | Add +2.7% | 203,838 | $7.2M |
| Waycross Investment Management Co | 7.41% | Add +0.1% | 200,381 | $7.1M |
| Kaufman Rossin Wealth, LLC | 4.51% | Add +9.6% | 200,363 | $7.1M |
| Crown Wealth Group, LLC | 2.66% | Add +20.2% | 199,260 | $7.1M |
| Parkshore Wealth Management, Inc. | 3.46% | Add +20.8% | 198,828 | $7.1M |
| CVA Family Office, LLC | 0.90% | Add +2.9% | 180,266 | $6.4M |
| ArborFi Advisors, LLC | 5.61% | Add +8.2% | 179,222 | $6.4M |
| Tableaux LLC | 3.65% | Reduce -1.2% | 178,945 | $6.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -6.8% | 172,208 | $6.1M |
| Betterment LLC | 0.01% | Add +63.9% | 169,952 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.3% | 167,984 | $6.0M |
| Vested Financial Planning, LLC | 5.28% | New | 166,785 | $5.9M |
| Bridge Generations Wealth Management LLC | 3.59% | Add +13.5% | 166,574 | $5.9M |
| Altiora Financial Group, LLC | 1.15% | Reduce -4.6% | 165,296 | $5.9M |
| Simplicity Wealth,LLC | 0.23% | Add +90.9% | 157,248 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.0% | 155,793 | $5.5M |
| Sollinda Capital Management LLC | 1.42% | Add +8.6% | 152,982 | $5.4M |
| Shore Point Advisors, LLC | 2.60% | Reduce -19.0% | 152,211 | $5.4M |
| Integrity Investment Advisors, LLC | 4.11% | Reduce -0.1% | 150,264 | $5.3M |
| Waterloo Capital, L.P. | 0.43% | New | 150,129 | $5.3M |
| BetterWealth, LLC | 1.34% | Reduce -1.6% | 146,898 | $5.2M |
| Disciplined Investments, LLC | 2.11% | Add +41.4% | 140,386 | $5.0M |
| Warburton Capital Management, LLC | 2.89% | Add +66.4% | 133,926 | $4.9M |
| Waterfront Wealth Inc. | 1.08% | Add +3.0% | 135,013 | $4.8M |
| Intelligence Driven Advisers, LLC | 0.72% | Reduce -6.6% | 133,970 | $4.8M |
| Kingsview Wealth Management, LLC | 0.08% | Add +0.5% | 129,281 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +10.7% | 127,875 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -5.9% | 126,706 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -26.6% | 125,056 | $4.4M |
| Savant Capital, LLC | 0.03% | Reduce -7.1% | 119,153 | $4.2M |
| Aspen Wealth Management LLC | 1.03% | Reduce -1.8% | 116,330 | $4.1M |
| Blue Trust, Inc. | 0.05% | Add +3.5% | 109,057 | $3.9M |
| Tortoise Investment Management, LLC | 0.37% | Add +5.1% | 108,363 | $3.9M |
| L & S Advisors Inc | 0.43% | Add +11.0% | 106,992 | $3.8M |
| Capital Investment Advisory Services, LLC | 0.31% | Add +8.3% | 105,061 | $3.7M |
| Jackson Thornton Wealth Management, LLC | 0.42% | Add +4.2% | 102,931 | $3.7M |
| GEM Asset Management, LLC | 1.89% | Add +4.0% | 102,514 | $3.7M |
| M Holdings Securities, Inc. | 0.62% | New | 103,079 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +24.4% | 101,317 | $3.6M |
| Transcend Capital Advisors, LLC | 0.27% | Add +8.8% | 98,710 | $3.5M |
| Corus Family Wealth Advisors | 2.28% | Add +27.1% | 90,548 | $3.2M |
| Bryant Woods Investment Advisors, LLC | 1.38% | Reduce -4.1% | 90,155 | $3.2M |
| Robinson Smith Wealth Advisors LLC | 2.55% | Add +17.3% | 89,798 | $3.2M |
| Outbound Financial Inc | 2.91% | — | 89,513 | $3.2M |
| PFG Advisors | 0.15% | Add +7.0% | 89,073 | $3.2M |
| Two West Capital Advisors LLC | 2.05% | Add +0.6% | 85,433 | $3.1M |
| Tru Independence Asset Management 2, LLC | 2.11% | Add +27.3% | 86,810 | $3.1M |
| Evanson Asset Management, LLC | 0.19% | Reduce -13.6% | 85,381 | $3.0M |
| Dopkins Wealth Management, LLC | 1.35% | Add +25.6% | 84,887 | $3.0M |
| Axxcess Wealth Management, LLC | 0.07% | No change | 84,129 | $3.0M |
| Wolfstich Capital, LLC | 6.50% | Reduce -36.2% | 83,251 | $3.0M |
| Main Street Financial Solutions, LLC | 0.21% | Add +6.4% | 82,439 | $2.9M |
| Investmark Advisory Group LLC | 1.34% | Reduce -13.3% | 80,216 | $2.9M |
| Cherry Tree Wealth Management, LLC | 0.66% | Add +12.6% | 79,435 | $2.8M |
| Austin Private Wealth, LLC | 0.22% | Add +32.5% | 79,025 | $2.8M |
| Arcadia Wealth Management, Inc. | 1.85% | Add +12.0% | 76,503 | $2.7M |
| Summit Wealth Group, LLC | 0.70% | Add +2.6% | 76,233 | $2.7M |
| Northwest Wealth Management, LLC | 0.48% | Add +12.4% | 74,739 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 73,254 | $2.6M |
| Strategent Financial, LLC | 2.02% | Add +28.5% | 72,954 | $2.6M |
| Creative Planning | 0.00% | Reduce -19.3% | 72,077 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.0% | 71,352 | $2.5M |
| Boyce & Associates Wealth Consulting, Inc. | 2.28% | Add +5.6% | 70,307 | $2.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +1.7% | 70,202 | $2.5M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -0.2% | 69,060 | $2.5M |
| Good Life Advisors, LLC | 0.15% | Add +2.4% | 67,741 | $2.4M |
| Fidelis Capital Partners, LLC | 0.22% | Reduce -1.9% | 66,294 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.93% | Add +20.6% | 67,540 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 67,858 | $2.4M |
| Townsquare Capital LLC | 0.22% | Reduce -12.8% | 64,025 | $2.3M |
| Nwam LLC | 0.13% | Add +80.4% | 62,977 | $2.3M |
| Friday Financial | 1.13% | Add +4.3% | 62,595 | $2.2M |
| Firethorn Wealth Partners, LLC | 0.90% | Reduce -2.6% | 58,516 | $2.1M |
| Viawealth, LLC | 1.21% | Reduce -19.6% | 57,604 | $2.0M |
| Renaissance Technologies | 0.00% | New | 56,100 | $2.0M |
| SageView Advisory Group, LLC | 0.07% | Reduce -2.1% | 53,340 | $2.0M |
| Cherrydale Wealth Management, LLC | 0.64% | Add +20.4% | 51,960 | $1.8M |
| Index Fund Advisors, Inc. | 0.10% | Add +9.4% | 50,713 | $1.8M |
| Coston, McIsaac & Partners | 0.46% | Add +10.2% | 50,442 | $1.8M |
| Daner Wealth Management, LLC | 1.19% | — | 47,118 | $1.7M |
| Balance Wealth Partners LLC | 1.00% | Add +141.6% | 47,793 | $1.7M |
| Arcadia Wealth Management, LLC | 0.74% | Add +0.3% | 47,749 | $1.7M |
| Stratos Investment Management, LLC | 0.08% | New | 46,798 | $1.7M |
| City State Bank | 0.52% | Add +17.5% | 46,659 | $1.7M |
| American Investment Services, Inc. | 0.42% | Add +0.4% | 46,558 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +14.6% | 46,389 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +372.5% | 46,101 | $1.6M |
| K2 Financial Inc. | 1.44% | Add +15.9% | 45,632 | $1.6M |
| Citigroup Inc. | 0.00% | Add +27.3% | 45,768 | $1.6M |
| Hartmann Taylor Wealth Management, LLC | 1.35% | Add +2.1% | 45,729 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.9% | 44,679 | $1.6M |
| Fischer Investment Strategies, LLC | 1.05% | Reduce -65.2% | 44,154 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.58% | Add +13.7% | 44,083 | $1.6M |
| Maryland Capital Advisors Inc. | 0.59% | Add +10.3% | 42,684 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +157.2% | 42,338 | $1.5M |
| Andrews, Lucia Wealth Management LLC | 0.95% | Add +2.7% | 41,229 | $1.5M |
| Vantage Point Financial LLC | 0.63% | Add +3.7% | 40,575 | $1.4M |
| Cwm, LLC | 0.01% | Reduce -8.4% | 39,685 | $1.4M |
| Rehmann Capital Advisory Group | 0.09% | Add +3.4% | 39,668 | $1.4M |
| Beacon Financial Advisory LLC | 0.36% | Add +18.7% | 39,511 | $1.4M |
| Kestra Investment Management, LLC | 0.04% | Add +112.9% | 39,438 | $1.4M |
| Argyle Capital Partners, LLC | 1.08% | Add +1.3% | 36,935 | $1.3M |
| Brighton Jones LLC | 0.03% | Reduce -3.2% | 35,565 | $1.3M |
| Mattern Wealth Management LLC | 0.26% | Add +2.1% | 34,721 | $1.2M |
| First Financial Group Corp | 1.18% | Add +16.4% | 34,093 | $1.2M |
| &partners | 0.01% | Add +2.3% | 33,875 | $1.2M |
| Clear Creek Financial Management, LLC | 0.11% | Add +56.5% | 32,557 | $1.2M |
| Global Trust Asset Management, LLC | 0.60% | Reduce -0.9% | 31,447 | $1.1M |
| GEN Financial Management, INC. | 0.91% | Add +0.2% | 31,193 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.62% | New | 29,950 | $1.1M |
| Arax Advisory Partners | 0.05% | Reduce -2.0% | 30,584 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +7.5% | 29,596 | $1.1M |
| Mattern Capital Management, LLC | 0.13% | Add +8.4% | 30,074 | $1.1M |
| AQR Capital Management | 0.00% | Add +17.6% | 30,073 | $1.1M |
| Quantinno Capital Management LP | 0.00% | New | 29,715 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | No change | 29,308 | $1.0M |
| Keb Asset Management, LLC | 0.25% | Add +10.4% | 28,653 | $1.0M |
| Samalin Investment Counsel, LLC | 0.39% | Add +4.2% | 28,580 | $1.0M |
| tru Independence LLC | 0.29% | Reduce -2.8% | 28,013 | $996K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +245.2% | 27,996 | $996K |
| Benchmark Wealth Management, LLC | 0.43% | Add +30.8% | 27,372 | $973K |
| Landing Point Financial Group, LLC | 0.61% | Add +32.9% | 27,314 | $971K |
| Integrated Advisors Network LLC | 0.04% | No change | 27,157 | $966K |
| TCFG Wealth Management, LLC | 0.44% | Add +0.1% | 27,034 | $961K |
| SpringVest Wealth Management LLC | 0.72% | Add +1.0% | 24,908 | $886K |
| CW Advisors, LLC | 0.01% | Add +5.3% | 24,580 | $874K |
| Parkwoods Wealth Partners, LLC | 0.50% | Add +61.9% | 24,411 | $868K |
| SC&H Financial Advisors, Inc. | 0.15% | Add +11.1% | 24,218 | $861K |
| Wealthspan Partners, LLC | 0.36% | Add +3.5% | 24,172 | $860K |
| HMV Wealth Advisors, LLC | 0.56% | Reduce -76.1% | 24,055 | $855K |
| Everest Private Wealth | 0.60% | Add +2.4% | 23,566 | $838K |
| Harbour Investments, Inc. | 0.02% | Add +7.5% | 22,771 | $810K |
| Christopher J. Hasenberg, Inc | 0.30% | Reduce -97.4% | 22,536 | $801K |
| Herold Advisors, Inc. | 0.16% | Add +9.7% | 22,118 | $787K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +132.8% | 21,817 | $776K |
| Curio Wealth, LLC | 0.33% | Add +82292.3% | 21,422 | $762K |
| Altman Advisors, Inc. | 0.31% | New | 21,289 | $762K |
| Brookstone Capital Management | 0.01% | New | 20,943 | $745K |
| Sei Investments Co. | 0.00% | New | 20,775 | $739K |
| Triad Wealth Partners, LLC | 0.14% | Add +114.2% | 20,050 | $713K |
| Pacific Asset Management, LLC | 0.57% | Reduce -6.7% | 19,866 | $706K |
| 25 LLC | 0.26% | Add +7.3% | 19,612 | $697K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -17.0% | 19,562 | $696K |
| Glassy Mountain Advisors, Inc. | 0.22% | Add +13.9% | 19,094 | $679K |
| Lionshead Wealth Management, LLC | 0.62% | Add +28.8% | 19,002 | $676K |
| Global Retirement Partners, LLC | 0.02% | — | 18,864 | $671K |
| Summit Wealth Partners, LLC | 0.13% | Add +49.5% | 18,616 | $662K |
| IHT Wealth Management, LLC | 0.02% | No change | 18,589 | $661K |
| Cerity Partners LLC | 0.00% | No change | 18,376 | $653K |
| Factor Wealth Management LTD | 0.17% | Add +0.0% | 17,878 | $636K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 17,675 | $629K |
| BIP Wealth, LLC | 0.04% | New | 17,607 | $626K |
| AlphaCore Capital LLC | 0.02% | Add +54.5% | 17,565 | $625K |
| Aspiriant, LLC | 0.02% | Reduce -4.5% | 17,299 | $615K |
| Martin Worley Group | 0.30% | Reduce -1.8% | 16,971 | $603K |
| Mgo One Seven LLC | 0.02% | Reduce -7.5% | 16,747 | $596K |
| Shearwater Capital LLC | 0.37% | New | 16,574 | $589K |
| Axis Wealth Partners, LLC | 0.38% | Reduce -4.2% | 16,121 | $573K |
| Stewardship Advisors, LLC | 0.14% | Add +6.6% | 16,071 | $571K |
| EnRich Financial Partners LLC | 0.17% | Reduce -10.7% | 15,866 | $564K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.0% | 15,833 | $563K |
| Gibraltar Capital Management, Inc. | 0.11% | Add +0.7% | 15,720 | $559K |
| Hutchens & Kramer Investment Management Group, LLC | 0.26% | Reduce -23.3% | 15,564 | $557K |
| Oder Investment Management, LLC | 0.42% | Add +38.1% | 15,495 | $551K |
| Noble Family Wealth, LLC | 0.13% | New | 14,904 | $530K |
| CGN Advisors LLC | 0.05% | No change | 14,754 | $525K |
| ARK & TLK Investments, LLC | 0.17% | Add +56.0% | 14,618 | $520K |
| Quadcap Wealth Management, LLC | 0.07% | Add +27.2% | 14,548 | $517K |
| Csenge Advisory Group | 0.03% | Add +4.8% | 15,051 | $516K |
| Nova R Wealth, Inc. | 0.24% | Add +0.3% | 14,460 | $514K |
| Cary Street Partners Financial LLC | 0.01% | Add +55.9% | 14,408 | $512K |
| Spire Wealth Management | 0.02% | No change | 13,953 | $496K |
| Navigoe, LLC | 0.37% | Add +0.7% | 13,830 | $491K |
| Fortis Capital Management LLC | 0.07% | No change | 13,420 | $477K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $476K |
| Awm Capital, LLC | 0.05% | Reduce -0.1% | 13,358 | $475K |
| Unison Advisors LLC | 0.05% | Add +0.3% | 13,239 | $471K |
| Heritage Investment Group, Inc. | 0.08% | Add +20.4% | 12,836 | $456K |
| Strathmore Capital Advisors, Inc. | 0.19% | — | 12,065 | $436K |
| Elevate Wealth Advisory, Inc. | 0.30% | Add +33.8% | 12,042 | $428K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 11,880 | $422K |
| Lauterbach Financial Advisors, LLC | 0.23% | Add +51.2% | 11,773 | $419K |
| Flow Traders U.S. LLC | 0.02% | New | 11,741 | $418K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,512 | $409K |
| Angeles Wealth Management, LLC | 0.03% | No change | 11,478 | $408K |
| Discipline Wealth Solutions, LLC | 0.16% | New | 11,420 | $406K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +0.3% | 11,401 | $405K |
| LRI Investments, LLC | 0.03% | Add +15.7% | 11,342 | $403K |
| Earned Wealth Advisors, LLC | 0.08% | Reduce -19.4% | 11,327 | $403K |
| Nalls Sherbakoff Group, LLC | 0.29% | Add +0.1% | 11,271 | $401K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -4.3% | 11,259 | $400K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 10,860 | $386K |
| Perigon Wealth Management, LLC | 0.01% | No change | 10,852 | $386K |
| Hanover Advisors Inc. | 0.15% | Reduce -0.3% | 10,432 | $371K |
| Plancorp, LLC | 0.01% | Add +0.3% | 10,234 | $364K |
| Comerica Bank | 0.00% | Add +7.0% | 10,117 | $360K |
| Signet Financial Management, LLC | 0.04% | Reduce -90.7% | 10,023 | $356K |
| Avondale Wealth Management | 0.20% | Reduce -74.2% | 9,920 | $353K |
| Clark Asset Management, LLC | 0.05% | Reduce -0.1% | 9,802 | $349K |
| Poinciana Advisors Group, LLC | 0.31% | New | 9,534 | $339K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,336 | $332K |
| D. E. Shaw & Co. | 0.00% | Reduce -39.1% | 8,998 | $320K |
| XY Planning Network, Inc. | 0.11% | New | 8,941 | $318K |
| Zhang Financial LLC | 0.01% | New | 8,937 | $318K |
| Brown Advisory Inc. | 0.00% | Reduce -8.6% | 8,833 | $314K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 8,821 | $314K |
| Aspire Private Capital, LLC | 0.07% | No change | 8,586 | $305K |
| Cetera Investment Advisers | 0.00% | New | 8,501 | $302K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +0.3% | 8,396 | $299K |
| Compound Planning, Inc. | 0.01% | New | 8,354 | $297K |
| Reyes Financial Architecture, Inc. | 0.26% | Add +31.5% | 8,321 | $296K |
| Signaturefd, LLC | 0.00% | No change | 8,140 | $289K |
| Rockwood Wealth Management, LLC | 0.02% | New | 7,758 | $276K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.3% | 7,726 | $275K |
| Choreo, LLC | 0.00% | New | 7,711 | $274K |
| Aerodigm Wealth, LLC | 0.13% | Reduce -9.7% | 7,591 | $270K |
| Resolute Wealth Advisor, Inc. | 0.15% | — | 7,288 | $268K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,448 | $265K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.2% | 7,278 | $259K |
| Sovereign Financial Group, Inc. | 0.05% | New | 7,186 | $256K |
| Hancock Whitney Corp. | 0.00% | New | 7,084 | $252K |
| Squire Investment Management Company, LLC | 0.09% | Reduce -43.8% | 6,990 | $249K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -3.7% | 6,870 | $244K |
| QRG Capital Management, Inc. | 0.00% | New | 6,474 | $230K |
| Archer Investment Management, LLC | 0.17% | Reduce -45.6% | 6,451 | $229K |
| Northern Trust Corp. | 0.00% | No change | 6,403 | $228K |
| FMB Wealth Management | 0.11% | New | 6,320 | $225K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.4% | 6,314 | $225K |
| Physician Wealth Solutions Inc. | 0.10% | Reduce -15.2% | 6,238 | $222K |
| IFP Advisors, Inc | 0.01% | Add +1016.5% | 6,107 | $217K |
| Able Wealth Management LLC | 0.11% | New | 6,054 | $215K |
| Savvy Advisors, Inc. | 0.01% | New | 5,916 | $210K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -7.4% | 5,841 | $208K |
| Melfa Wealth Management, Inc. | 0.13% | New | 5,700 | $203K |
| Clarion Wealth Managment Partners, LLC | 0.22% | — | 5,664 | $201K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 5,663 | $201K |
| Hollencrest Capital Management | 0.01% | New | 5,449 | $194K |
| Maseco LLP | 0.01% | — | 5,205 | $185K |
| Wells Fargo & Company | 0.00% | Reduce -36.0% | 4,993 | $178K |
| Fortitude Family Office, LLC | 0.05% | Add +26.5% | 4,520 | $161K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,460 | $159K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +208.5% | 4,069 | $145K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -3.0% | 3,983 | $142K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 3,790 | $135K |
| UMB Bank, n.a. | 0.00% | No change | 3,367 | $120K |
| American Capital Advisory, LLC | 0.06% | No change | 3,333 | $119K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 3,191 | $113K |
| First Command Advisory Services, Inc. | 0.00% | New | 3,000 | $107K |
| SJS Investment Consulting Inc. | 0.02% | New | 2,845 | $101K |
| Millstone Evans Group, LLC | 0.07% | Reduce -64.8% | 2,746 | $98K |
| FMR LLC | 0.00% | Add +10.7% | 2,681 | $95K |
| HM Payson & Co. | 0.00% | No change | 2,600 | $92K |
| Morse Asset Management, Inc | 0.02% | No change | 2,308 | $82K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,188 | $78K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $77K |
| Wood Tarver Financial Group, LLC | 0.02% | Reduce -43.3% | 2,021 | $71K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 1,781 | $63K |
| Fairscale Capital, LLC | 0.04% | No change | 1,572 | $57K |
| Brooklyn Investment Group | 0.01% | New | 1,328 | $47K |
| VSM Wealth Advisory, LLC | 0.01% | Reduce -32.1% | 1,000 | $42K |
| Asset Dedication, LLC | 0.00% | Add +0.3% | 1,186 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | Add +110.0% | 1,050 | $37K |
| Colonial Trust Co / SC | 0.00% | No change | 806 | $29K |
| Team Financial Group, LLC | 0.01% | New | 744 | $26K |
| Smartleaf Asset Management LLC | 0.00% | New | 589 | $21K |
| Providence Capital Advisors, LLC | 0.00% | New | 493 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | Add +286.4% | 425 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 423 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 433 | $15K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 334 | $12K |
| Principal Securities, Inc. | 0.00% | Reduce -63.5% | 326 | $12K |
| Bfsg, LLC | 0.00% | No change | 257 | $9K |
| Kings Path Partners LLC | 0.00% | Add +16.2% | 230 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -91.8% | 222 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 200 | $7K |
| Total Investment Management Inc. | 0.00% | New | 134 | $5K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 122 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 79 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 63 | $2K |
| Integrity Financial Corp | 0.00% | No change | 55 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 31 | $1K |
"% 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.