Dimensional US High Profi EtDUHPETF
13F holders, Q3 2025 (September 30)450holders +16
41new positions
18sold out
2famous investors
$37.77avg. 13F price*
At the end of Q3 2025, 450 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 16 from Q2 2025. 41 opened new positions and 18 sold out. The largest holders were Mercer Global Advisors Inc. ($1.6B), Focus Partners Wealth ($702.5M) and Forum Financial Management, LP ($285.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $85.7M |
| Exits | 18 | $24.1M |
All 13F filers, Q2 2025 → Q3 2025: 17,937,821 shares bought and 41,075,334 shares sold, net −23,137,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| Mercer Global Advisors Inc. | 2.69% | Add +6.2% | 42,604,612 | $1.6B |
| Focus Partners Wealth | 1.13% | Add +3.3% | 18,587,943 | $702.5M |
| Forum Financial Management, LP | 3.90% | Add +5.2% | 7,544,993 | $285.0M |
| Pure Financial Advisors, LLC | 4.17% | Add +8.8% | 6,927,240 | $261.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -91.8% | 3,014,081 | $113.8M |
| Allworth Financial LP | 0.49% | Add +187.4% | 2,961,456 | $111.9M |
| Foster Group, Inc. | 3.40% | Add +38.2% | 2,867,063 | $108.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -2.1% | 2,812,853 | $106.7M |
| Alesco Advisors, LLC, An ESL Co | 2.68% | Reduce -1.3% | 2,616,504 | $98.8M |
| Bank of Montreal | 0.04% | Add +5.0% | 2,499,586 | $94.4M |
| Focus Partners Advisor Solutions, LLC | 1.07% | Add +9.8% | 2,493,329 | $94.3M |
| RW Investment Management LLC | 9.50% | Add +126.5% | 2,441,054 | $92.2M |
| Aprio Wealth Management, LLC | 8.90% | Add +1.2% | 2,369,559 | $89.5M |
| HighTower Advisors, LLC | 0.10% | Add +1.4% | 2,338,412 | $88.3M |
| Apella Capital, LLC | 1.92% | Add +21.1% | 2,302,455 | $86.4M |
| Park Avenue Securities LLC | 0.63% | Add +8.9% | 2,148,265 | $81.1M |
| Bouchey Financial Group, Ltd. | 6.18% | Add +1.1% | 2,123,599 | $80.2M |
| Financial Consulate, Inc. | 10.54% | Add +5.4% | 1,976,255 | $74.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -5.4% | 1,878,672 | $71.0M |
| Beaird Harris Wealth Management, LLC | 4.97% | Add +20.7% | 1,853,805 | $70.0M |
| TCI Wealth Advisors, Inc. | 4.05% | Add +29.3% | 1,795,077 | $67.8M |
| LVZ, Inc. | 7.70% | Reduce -12.4% | 1,793,245 | $67.7M |
| UBS Group AG | 0.01% | Reduce -1.3% | 1,761,431 | $66.5M |
| Captrust Financial Advisors | 0.13% | Reduce 0.0% | 1,747,687 | $66.0M |
| Corient Private Wealth LP | 0.10% | Reduce -40.1% | 1,737,235 | $65.6M |
| Planning Center, Inc. | 6.81% | Add +0.4% | 1,718,279 | $64.9M |
| Pathstone Holdings, LLC | 0.25% | Add +4.4% | 1,699,092 | $64.2M |
| HB Wealth Management, LLC | 0.39% | Add +77.1% | 1,533,862 | $57.9M |
| High Probability Advisors, LLC | 7.69% | Add +3.1% | 1,484,014 | $56.1M |
| Freedom Investment Management, Inc. | 14.55% | Reduce -8.2% | 1,457,467 | $55.0M |
| Bank of America Corp. | 0.00% | Add +20.6% | 1,327,852 | $50.2M |
| Safeguard Investment Advisory Group, LLC | 12.40% | Reduce -6.3% | 1,323,010 | $50.0M |
| Efficient Advisors, LLC | 2.81% | Add +4.5% | 1,322,236 | $49.9M |
| Clarius Group, LLC | 2.90% | Add +20.2% | 1,296,585 | $49.0M |
| Retirement Solution LLC | 11.56% | Reduce -0.5% | 1,283,682 | $48.5M |
| Satovsky Asset Management LLC | 9.51% | Reduce -1.6% | 1,261,271 | $47.6M |
| Mariner, LLC | 0.06% | Reduce -8.8% | 1,252,891 | $47.3M |
| Phillips Financial Management, LLC | 3.05% | Add +13.3% | 1,222,533 | $46.2M |
| DiNuzzo Private Wealth, Inc. | 5.18% | Add +0.6% | 1,240,006 | $45.7M |
| Vestmark Advisory Solutions, Inc. | 0.85% | Reduce -46.7% | 1,184,552 | $44.7M |
| Market Street Wealth Management Advisors LLC | 6.98% | Reduce -1.0% | 1,164,442 | $44.0M |
| Wealthstream Advisors, Inc. | 6.29% | Add +3.8% | 1,100,984 | $41.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.82% | Reduce -9.0% | 1,099,760 | $41.5M |
| AlTi Global, Inc. | 0.97% | Reduce -31.1% | 1,098,401 | $41.5M |
| Chicago Partners Investment Group LLC | 1.07% | Add +2.0% | 1,060,150 | $40.8M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +14.5% | 1,037,048 | $39.2M |
| Burton Enright Welch | 5.91% | Add +4.5% | 1,036,432 | $39.1M |
| Great Oak Capital Partners, LLC | 9.96% | Add +3.4% | 996,206 | $37.9M |
| Timonier Family Office, LTD. | 12.42% | Add +10.4% | 1,003,406 | $37.9M |
| Millburn Ridgefield LLC | 0.89% | Reduce -6.8% | 986,101 | $37.2M |
| Catalyst Capital Advisors LLC | 0.75% | Reduce -6.8% | 986,101 | $37.2M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -2.8% | 980,403 | $37.0M |
| Grunden Financial Advisory, Inc. | 14.90% | Add +4.9% | 970,269 | $36.6M |
| Fulton Bank, N.A. | 1.28% | Add +16.5% | 966,483 | $36.5M |
| Leading Edge Financial Planning LLC | 9.08% | Add +5.7% | 957,515 | $36.2M |
| Sequoia Financial Advisors, LLC | 0.21% | Add +0.9% | 925,302 | $34.9M |
| Meredith Wealth Planning | 10.49% | Add +6.3% | 876,421 | $33.1M |
| Bridgewater Advisors Inc. | 2.18% | Add +9.9% | 841,330 | $31.5M |
| Root Financial Partners, LLC | 1.81% | Add +77.5% | 779,236 | $29.4M |
| Baird Financial Group, Inc. | 0.05% | Add +9.7% | 759,748 | $28.7M |
| Exencial Wealth Advisors, LLC | 0.93% | Add +4.8% | 753,398 | $28.5M |
| AE Wealth Management LLC | 0.18% | Reduce -2.6% | 737,127 | $27.8M |
| NewEdge Advisors, LLC | 0.13% | Reduce -8.1% | 730,676 | $27.6M |
| United Wealth Management, LLC | 7.49% | Add +1.0% | 728,727 | $27.5M |
| Liberty Wealth Management LLC | 3.86% | Reduce -0.5% | 726,002 | $27.4M |
| GeoWealth Management, LLC | 0.99% | Reduce -0.1% | 721,835 | $27.3M |
| Hippocratic Financial Advisors, LLC | 12.93% | Add +3.9% | 711,640 | $26.9M |
| von Borstel & Associates, Inc. | 4.11% | Add +3.3% | 706,677 | $26.8M |
| True Wealth Design, LLC | 8.13% | Add +0.1% | 704,764 | $26.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.52% | Reduce -2.9% | 688,403 | $26.0M |
| Sax Wealth Advisors, LLC | 1.40% | Reduce -6.0% | 688,369 | $26.0M |
| PBMares Wealth Management LLC | 4.06% | Add +13.1% | 663,147 | $25.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.1% | 627,914 | $23.7M |
| Mach-1 Financial Group, LLC | 3.75% | New | 621,173 | $23.5M |
| Integrity Advisory Solutions, LLC | 3.75% | — | 621,173 | $23.5M |
| Arlington Financial Advisors, LLC | 3.32% | Add +11.2% | 596,664 | $22.5M |
| Ullmann Wealth Partners Group, LLC | 2.37% | Reduce -31.4% | 573,957 | $21.7M |
| Integrity Alliance, Llc. | 0.99% | Add +2.7% | 554,463 | $20.9M |
| LPL Financial LLC | 0.01% | Add +18.0% | 550,766 | $20.8M |
| Oceanside Advisors LLC | 12.75% | Add +0.6% | 540,171 | $20.4M |
| Opus Capital Group, LLC | 2.25% | Add +1.0% | 529,549 | $20.0M |
| Sterling Wealth Management, Inc. | 6.06% | Add +15.7% | 529,450 | $20.0M |
| Kooman & Associates | 6.15% | Add +5.4% | 527,821 | $19.9M |
| MB Generational Wealth, LLC | 12.59% | — | 524,963 | $19.8M |
| G2 Capital Management, LLC / Oh | 4.95% | Add +4.8% | 518,837 | $19.6M |
| WPWealth LLP | 3.19% | Add +26.7% | 516,746 | $19.5M |
| Premier Financial Group | 5.19% | Add +0.5% | 516,482 | $19.4M |
| Lutz Financial Services LLC | 1.41% | Add +5.5% | 514,349 | $19.4M |
| Master's Wealth Management Inc. | 8.42% | Add +1.3% | 513,941 | $19.4M |
| WCG Wealth Advisors LLC | 1.19% | Add +3.2% | 502,564 | $19.0M |
| Integrated Wealth Concepts LLC | 0.17% | Add +1.0% | 496,064 | $18.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 495,842 | $18.7M |
| Midwest Heritage Bank, FSB | 6.49% | Add +0.0% | 485,009 | $18.3M |
| Fortress Wealth Management, Inc. | 8.10% | Add +1.7% | 481,897 | $18.2M |
| Asset Planning Corporation | 8.54% | Add +2.6% | 476,750 | $18.0M |
| Stifel Financial Corp. | 0.02% | Reduce -2.1% | 468,859 | $17.7M |
| Osaic Holdings, Inc. | 0.02% | Add +34.0% | 472,193 | $17.7M |
| Mills Wealth Advisors LLC | 7.16% | Add +3.0% | 466,285 | $17.6M |
| Syverson Strege & Co | 4.22% | Reduce -8.2% | 466,177 | $17.6M |
| Legacy Financial Group, Inc. | 4.82% | Add +3.9% | 465,610 | $17.6M |
"% 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.