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 |
| Tassel Capital Management, Inc. | 11.05% | Add +3.0% | 457,185 | $17.3M |
| Intrepid Capital Management Inc. | 8.42% | Add +9.1% | 455,600 | $17.2M |
| JPMorgan Chase & Co. | 0.00% | Add +10.8% | 464,598 | $17.1M |
| HFM Investment Advisors, LLC | 6.85% | Add +2.8% | 447,144 | $16.9M |
| Hutchinson Capital Management | 2.84% | Add +1.9% | 435,134 | $16.4M |
| Envision Financial Planning, LLC | 6.91% | Add +6.3% | 431,668 | $16.3M |
| CPA Asset Management Group, LLC | 6.20% | Reduce -1.1% | 425,670 | $16.1M |
| Websterrogers Financial Advisors, LLC | 4.60% | Add +1.1% | 405,756 | $15.3M |
| Matauro, LLC | 2.43% | Reduce -13.9% | 404,940 | $15.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.13% | Add +0.4% | 396,758 | $15.0M |
| Pinnacle Associates Ltd. | 0.20% | Add +0.4% | 396,758 | $15.0M |
| TCP Asset Management, LLC | 2.61% | Add +3.1% | 387,472 | $14.6M |
| Level Financial Advisors | 4.10% | Add +5.9% | 385,198 | $14.5M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +4.2% | 382,554 | $14.4M |
| Austin Asset Management Co Inc | 2.61% | Add +11.3% | 362,586 | $13.7M |
| Scratch Capital LLC | 8.91% | Add +11.2% | 357,718 | $13.5M |
| Wealth Advisors Northwest LLC | 6.37% | Reduce -0.1% | 348,616 | $13.2M |
| Savvy Advisors, Inc. | 0.60% | Add +5763.5% | 346,887 | $13.1M |
| Burk Holdings LLC | 6.97% | Add +6.6% | 345,328 | $13.0M |
| Gemmer Asset Management LLC | 1.04% | Add +6.3% | 341,460 | $12.9M |
| RFG Advisory, LLC | 0.26% | Add +0.7% | 334,823 | $12.6M |
| Applied Capital LLC | 5.03% | Add +4.1% | 330,557 | $12.5M |
| Financial Harvest, LLC | 8.32% | Add +9.9% | 326,962 | $12.3M |
| Vise Technologies, Inc. | 0.46% | New | 325,491 | $12.3M |
| Riverchase Wealth Management, LLC | 6.94% | Add +13.3% | 324,307 | $12.2M |
| Moneta Group Investment Advisors LLC | 0.10% | New | 321,178 | $12.1M |
| Heritage Wealth Management, Inc./Texas | 5.24% | Add +4.8% | 314,496 | $11.9M |
| Silver Oak Wealth Advisors Services, LLC | 7.30% | Add +2.8% | 293,362 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +7.5% | 290,796 | $11.0M |
| Brady Martz Wealth Solutions, LLC | 1.98% | Add +7.8% | 288,973 | $10.9M |
| Claris Advisors, LLC / Mo / | 3.74% | No change | 302,318 | $10.8M |
| My Personal CFO, LLC | 4.15% | New | 284,045 | $10.7M |
| Foundation Wealth Management, LLC\PA | 4.15% | Add +29.7% | 284,045 | $10.7M |
| Abel Hall, LLC | 4.31% | Add +6.5% | 282,869 | $10.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +9.1% | 280,751 | $10.6M |
| Weinberger Asset Management, Inc | 3.73% | Add +3.9% | 272,974 | $10.3M |
| Raffa Wealth Management, LLC | 1.83% | Reduce -13.5% | 269,610 | $10.2M |
| Invst, LLC | 1.16% | Add +31.7% | 269,105 | $10.2M |
| RCS Financial Planning, LLC | 4.45% | Add +2.1% | 265,896 | $10.0M |
| Tableaux LLC | 4.00% | Add +47.8% | 264,553 | $10.0M |
| Family Wealth Partners, LLC | 3.72% | Add +0.3% | 262,489 | $9.9M |
| Edge Financial Advisors LLC | 4.29% | Add +7.2% | 253,676 | $9.6M |
| Binnacle Investments Inc | 5.50% | Add +3.7% | 247,422 | $9.3M |
| REDW Wealth LLC | 3.50% | Reduce -8.5% | 244,975 | $9.3M |
| Vance Wealth, LLC | 2.84% | Add +3.0% | 244,640 | $9.2M |
| EverSource Wealth Advisors, LLC | 0.36% | Add +1.9% | 241,529 | $9.1M |
| Arkadios Wealth Advisors | 0.22% | Add +7.3% | 236,975 | $9.0M |
| Vestment Financial LLC | 5.09% | Add +2.8% | 234,156 | $8.9M |
| Fiduciary Financial Group, LLC | 1.41% | Add +1.7% | 235,458 | $8.9M |
| CVA Family Office, LLC | 1.14% | Add +29.8% | 233,910 | $8.8M |
| Parkshore Wealth Management, Inc. | 3.58% | Add +17.1% | 232,747 | $8.8M |
| AdvisorNet Financial, Inc | 0.50% | Add +3.7% | 232,035 | $8.8M |
| CogentBlue Wealth Advisors, LLC | 5.82% | Add +0.0% | 226,093 | $8.5M |
| Archford Capital Strategies, LLC | 1.00% | Add +2.8% | 222,725 | $8.4M |
| Cardiff Park Advisors, LLC | 0.64% | Add +0.0% | 222,057 | $8.4M |
| MML Investors Services, LLC | 0.02% | Add +71.8% | 217,739 | $8.2M |
| WESCAP Management Group, Inc. | 1.72% | Add +1.9% | 217,038 | $8.2M |
| Kaufman Rossin Wealth, LLC | 4.47% | Add +7.8% | 215,995 | $8.2M |
| Crown Wealth Group, LLC | 2.40% | Add +6.2% | 211,664 | $8.0M |
| Composition Wealth, LLC | 0.12% | New | 206,421 | $7.8M |
| Security Financial Services, INC. | 1.25% | Add +0.2% | 204,281 | $7.7M |
| Betterment LLC | 0.01% | Add +16.5% | 197,930 | $7.5M |
| Waycross Investment Management Co | 7.39% | Reduce -4.3% | 191,794 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +12.1% | 188,374 | $7.1M |
| ArborFi Advisors, LLC | 5.56% | Add +0.8% | 180,690 | $6.8M |
| Sollinda Capital Management LLC | 1.86% | Add +17.5% | 179,699 | $6.8M |
| Strategic Investment Solutions, Inc. | 1.71% | Reduce -34.0% | 171,562 | $6.5M |
| Vested Financial Planning, LLC | 5.20% | Add +1.7% | 169,653 | $6.4M |
| Altiora Financial Group, LLC | 1.15% | Add +0.3% | 165,872 | $6.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.7% | 161,547 | $6.1M |
| Shore Point Advisors, LLC | 2.61% | Add +2.6% | 156,134 | $5.9M |
| Disciplined Investments, LLC | 2.31% | Add +9.3% | 153,398 | $5.8M |
| Integrity Investment Advisors, LLC | 3.82% | Add +1.5% | 152,502 | $5.8M |
| Warburton Capital Management, LLC | 3.37% | Add +10.0% | 147,270 | $5.6M |
| Bridge Generations Wealth Management LLC | 3.67% | Reduce -12.2% | 146,243 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +10.2% | 140,954 | $5.3M |
| BetterWealth, LLC | 1.22% | Reduce -7.7% | 135,665 | $5.1M |
| CreativeOne Wealth, LLC | 0.12% | Add +93.7% | 133,772 | $5.1M |
| Waterloo Capital, L.P. | 0.35% | Reduce -16.1% | 126,007 | $4.8M |
| Tortoise Investment Management, LLC | 0.42% | Add +14.8% | 124,426 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 121,122 | $4.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -31.4% | 118,099 | $4.5M |
| Aspen Wealth Management LLC | 0.98% | Add +0.2% | 116,552 | $4.4M |
| L & S Advisors Inc | 0.46% | Add +6.5% | 114,002 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.3% | 113,732 | $4.3M |
| GEM Asset Management, LLC | 2.01% | Add +9.3% | 112,024 | $4.2M |
| Blue Trust, Inc. | 0.05% | Add +3.1% | 112,414 | $4.2M |
| Intelligence Driven Advisers, LLC | 0.57% | Reduce -18.1% | 109,730 | $4.1M |
| M Holdings Securities, Inc. | 0.86% | Add +4.5% | 107,665 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.32% | Add +0.4% | 105,470 | $4.0M |
| Robinson Smith Wealth Advisors LLC | 2.84% | Add +16.6% | 104,684 | $4.0M |
| Waterfront Wealth Inc. | 0.81% | Reduce -22.8% | 104,216 | $3.9M |
| Quantinno Capital Management LP | 0.01% | Add +249.3% | 103,785 | $3.9M |
| Transcend Capital Advisors, LLC | 0.28% | Add +5.0% | 103,647 | $3.9M |
| Cherry Tree Wealth Management, LLC | 0.86% | Add +30.2% | 103,427 | $3.9M |
| Renaissance Technologies | 0.01% | Add +83.8% | 103,100 | $3.9M |
| PFG Advisors | 0.16% | Add +15.0% | 102,400 | $3.9M |
| Corus Family Wealth Advisors | 2.83% | Add +12.6% | 101,954 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +41.2% | 100,774 | $3.8M |
| Wealth Management Strategies, Inc. | 1.86% | Reduce -75.9% | 99,191 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +46.0% | 99,073 | $3.7M |
| Jackson Thornton Wealth Management, LLC | 0.37% | Reduce -8.1% | 94,558 | $3.6M |
| Bryant Woods Investment Advisors, LLC | 1.36% | Add +2.2% | 92,138 | $3.5M |
| Tru Independence Asset Management 2, LLC | 2.28% | Add +5.9% | 91,915 | $3.5M |
| Savant Capital, LLC | 0.02% | Reduce -23.5% | 91,120 | $3.4M |
| Dopkins Wealth Management, LLC | 1.42% | Add +4.9% | 89,031 | $3.4M |
| Two West Capital Advisors LLC | 2.02% | Add +2.8% | 87,792 | $3.4M |
| Outbound Financial Inc | 2.72% | Reduce -1.3% | 88,313 | $3.3M |
| Evanson Asset Management, LLC | 0.19% | Add +1.8% | 86,931 | $3.3M |
| Axxcess Wealth Management, LLC | 0.07% | No change | 84,129 | $3.2M |
| Austin Private Wealth, LLC | 0.24% | Add +5.9% | 83,673 | $3.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +19.0% | 83,559 | $3.2M |
| Wolfstich Capital, LLC | 6.42% | No change | 83,251 | $3.1M |
| Main Street Financial Solutions, LLC | 0.20% | Add +0.6% | 82,903 | $3.1M |
| Strategent Financial, LLC | 2.23% | Add +13.1% | 82,542 | $3.1M |
| Caprock Group, LLC | 0.08% | — | 84,650 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +10.7% | 81,084 | $3.1M |
| Creative Planning | 0.00% | Add +10.8% | 79,860 | $3.0M |
| Arcadia Wealth Management, Inc. | 1.83% | Add +4.1% | 79,627 | $3.0M |
| Northwest Wealth Management, LLC | 0.49% | Add +6.1% | 79,324 | $3.0M |
| Investmark Advisory Group LLC | 1.29% | Reduce -1.7% | 78,868 | $3.0M |
| Summit Wealth Group, LLC | 0.72% | Add +3.4% | 78,817 | $3.0M |
| Boyce & Associates Wealth Consulting, Inc. | 2.28% | Add +5.1% | 73,916 | $2.8M |
| Kestra Investment Management, LLC | 0.07% | Add +86.0% | 73,375 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | New | 73,370 | $2.8M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +55.3% | 72,033 | $2.7M |
| Index Fund Advisors, Inc. | 0.13% | Add +37.5% | 69,739 | $2.6M |
| Nwam LLC | 0.14% | Add +6.1% | 66,844 | $2.5M |
| HMV Wealth Advisors, LLC | 1.38% | Add +176.6% | 66,545 | $2.5M |
| Friday Financial | 1.05% | Add +6.3% | 66,514 | $2.5M |
| Fidelis Capital Partners, LLC | 0.20% | No change | 66,294 | $2.5M |
| Acorn Wealth Advisors, LLC | 0.78% | Add +49.5% | 65,899 | $2.5M |
| Simplicity Wealth,LLC | 0.14% | Reduce -58.2% | 65,761 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.89% | Reduce -3.4% | 65,249 | $2.5M |
| Washington Trust Advisors, Inc. | 0.18% | New | 64,012 | $2.4M |
| Focus Financial Network, Inc. | 0.08% | New | 62,919 | $2.4M |
| City State Bank | 0.65% | Add +28.1% | 59,755 | $2.3M |
| Firethorn Wealth Partners, LLC | 0.87% | Reduce -0.0% | 58,494 | $2.2M |
| Viawealth, LLC | 1.18% | Reduce -0.4% | 57,378 | $2.2M |
| Cherrydale Wealth Management, LLC | 0.65% | Add +5.1% | 54,603 | $2.1M |
| Parkwoods Wealth Partners, LLC | 0.69% | Add +120.0% | 53,717 | $2.0M |
| SageView Advisory Group, LLC | 0.07% | Reduce -0.5% | 53,095 | $2.0M |
| Discipline Wealth Solutions, LLC | 0.53% | Add +363.4% | 52,921 | $2.0M |
| Coston, McIsaac & Partners | 0.47% | Add +2.6% | 51,755 | $2.0M |
| AQR Capital Management | 0.00% | Add +63.0% | 49,007 | $1.9M |
| Vantage Point Financial LLC | 0.71% | Add +18.9% | 48,238 | $1.8M |
| Maryland Capital Advisors Inc. | 0.65% | Add +12.0% | 47,804 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.19% | Reduce -98.8% | 4,166 | $1.8M |
| Balance Wealth Partners LLC | 0.43% | Reduce -4.0% | 45,890 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.8% | 45,647 | $1.7M |
| K2 Financial Inc. | 1.38% | Add +0.2% | 45,708 | $1.7M |
| Arcadia Wealth Management, LLC | 0.68% | Reduce -4.9% | 45,394 | $1.7M |
| Daner Wealth Management, LLC | 1.11% | Reduce -3.6% | 45,410 | $1.7M |
| Rehmann Capital Advisory Group | 0.09% | Add +12.2% | 44,508 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -0.4% | 44,485 | $1.7M |
| American Investment Services, Inc. | 0.40% | Reduce -4.5% | 44,456 | $1.7M |
| Beacon Financial Advisory LLC | 0.37% | Add +7.7% | 42,537 | $1.6M |
| Keb Asset Management, LLC | 0.36% | Add +46.8% | 42,049 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -9.3% | 41,535 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 0.94% | Add +0.1% | 41,259 | $1.6M |
| Cwm, LLC | 0.00% | Add +2.3% | 40,597 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 1.10% | Reduce -11.3% | 40,564 | $1.5M |
| First Financial Group Corp | 1.32% | Add +18.4% | 40,354 | $1.5M |
| Mattern Wealth Management LLC | 0.30% | Add +15.7% | 40,175 | $1.5M |
| Argyle Capital Partners, LLC | 1.08% | Add +7.9% | 39,837 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -72.6% | 35,389 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +61.4% | 35,209 | $1.3M |
| Clear Creek Financial Management, LLC | 0.11% | Add +7.7% | 35,056 | $1.3M |
| International Private Wealth Advisors LLC | 0.82% | New | 34,597 | $1.3M |
| &partners | 0.01% | Add +2.1% | 34,581 | $1.3M |
| Fischer Investment Strategies, LLC | 0.73% | Reduce -27.3% | 32,124 | $1.2M |
| Tandem Financial, LLC | 0.44% | New | 31,614 | $1.2M |
| Mattern Capital Management, LLC | 0.14% | Add +4.0% | 31,289 | $1.2M |
| WorthPointe, LLC | 0.43% | New | 30,375 | $1.1M |
| Global Trust Asset Management, LLC | 0.52% | Reduce -3.7% | 30,277 | $1.1M |
| GEN Financial Management, INC. | 0.98% | Reduce -3.3% | 30,153 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | No change | 29,308 | $1.1M |
| Samalin Investment Counsel, LLC | 0.38% | Add +1.6% | 29,029 | $1.1M |
| Brighton Jones LLC | 0.03% | Reduce -20.7% | 28,194 | $1.1M |
| tru Independence LLC | 0.27% | Reduce -0.1% | 27,988 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +33.2% | 27,905 | $1.1M |
| Everest Private Wealth | 0.67% | Add +17.8% | 27,768 | $1.0M |
| Integrated Advisors Network LLC | 0.04% | Add +1.5% | 27,559 | $1.0M |
| Landing Point Financial Group, LLC | 0.54% | Add +0.8% | 27,540 | $1.0M |
| TCFG Wealth Management, LLC | 0.41% | Add +1.4% | 27,415 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 26,912 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Add +14.6% | 26,105 | $986K |
| SpringVest Wealth Management LLC | 0.70% | Add +0.6% | 25,063 | $947K |
| Triad Wealth Partners, LLC | 0.12% | Add +23.0% | 24,667 | $932K |
| Wealthspan Partners, LLC | 0.35% | No change | 24,172 | $913K |
| Herold Advisors, Inc. | 0.21% | Add +8.4% | 23,969 | $905K |
| Sei Investments Co. | 0.00% | Add +14.6% | 23,802 | $899K |
| Silver Grove Financial Group, Inc. | 0.82% | — | 22,984 | $868K |
| Financial Connections Group, Inc. | 0.33% | New | 22,220 | $839K |
| BIP Wealth, LLC | 0.04% | Add +22.9% | 21,633 | $817K |
| Altman Advisors, Inc. | 0.31% | No change | 21,289 | $804K |
| Mgo One Seven LLC | 0.02% | Add +26.5% | 21,191 | $800K |
| Summit Wealth Partners, LLC | 0.14% | Add +12.4% | 20,932 | $791K |
| 25 LLC | 0.27% | Add +6.1% | 20,804 | $786K |
| Cerity Partners LLC | 0.00% | Add +12.5% | 20,669 | $781K |
| Glassy Mountain Advisors, Inc. | 0.23% | Add +6.6% | 20,360 | $769K |
| Axis Wealth Partners, LLC | 0.44% | Add +23.9% | 19,981 | $755K |
| Pacific Asset Management, LLC | 0.51% | Add +0.1% | 19,896 | $751K |
| Curio Wealth, LLC | 0.30% | Reduce -9.8% | 19,326 | $730K |
| Cascade Wealth Advisors, Inc | 0.36% | Reduce -36.3% | 19,076 | $723K |
| Lionshead Wealth Management, LLC | 0.55% | Reduce -2.8% | 18,475 | $698K |
| Gibraltar Capital Management, Inc. | 0.13% | Add +17.5% | 18,470 | $698K |
| Global Retirement Partners, LLC | 0.02% | Reduce -4.2% | 18,079 | $683K |
| Factor Wealth Management LTD | 0.17% | Add +0.0% | 17,881 | $675K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.7% | 17,854 | $674K |
| Compound Planning, Inc. | 0.02% | Add +113.3% | 17,817 | $673K |
| SC&H Financial Advisors, Inc. | 0.11% | Reduce -28.3% | 17,370 | $656K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $653K |
| Shearwater Capital LLC | 0.37% | No change | 16,574 | $626K |
| Full Sail Capital, LLC | 0.03% | New | 16,256 | $614K |
| Csenge Advisory Group | 0.03% | Add +7.3% | 16,150 | $610K |
| Oder Investment Management, LLC | 0.44% | Add +3.6% | 16,046 | $606K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | No change | 15,564 | $588K |
| EnRich Financial Partners LLC | 0.17% | Reduce -2.7% | 15,444 | $583K |
| Poinciana Advisors Group, LLC | 0.48% | Add +56.8% | 14,947 | $565K |
| Noble Family Wealth, LLC | 0.12% | No change | 14,904 | $563K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.8% | 14,809 | $559K |
| Stewardship Advisors, LLC | 0.13% | Reduce -7.9% | 14,806 | $559K |
| Heritage Investment Group, Inc. | 0.09% | Add +15.2% | 14,791 | $559K |
| Nova R Wealth, Inc. | 0.23% | Add +0.3% | 14,501 | $548K |
| Cetera Investment Advisers | 0.00% | Add +68.8% | 14,352 | $542K |
| ARK & TLK Investments, LLC | 0.17% | Reduce -2.2% | 14,296 | $540K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -2.3% | 14,218 | $537K |
| XTX Topco Ltd | 0.03% | New | 14,009 | $529K |
| Emprise Bank | 0.23% | New | 13,982 | $528K |
| IFP Advisors, Inc | 0.01% | Add +126.4% | 13,826 | $522K |
| Spire Wealth Management | 0.02% | Reduce -1.1% | 13,800 | $521K |
| Fortis Capital Management LLC | 0.07% | No change | 13,420 | $507K |
| Awm Capital, LLC | 0.05% | Add +0.3% | 13,395 | $506K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $506K |
| Unison Advisors LLC | 0.05% | Add +0.3% | 13,277 | $501K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +14.4% | 12,878 | $486K |
| Werba Rubin Papier Wealth Management | 0.08% | Add +45.5% | 12,839 | $485K |
| CGN Advisors LLC | 0.04% | Reduce -14.6% | 12,600 | $476K |
| Signaturefd, LLC | 0.01% | Add +54.6% | 12,581 | $475K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -28.9% | 12,568 | $475K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 12,223 | $462K |
| Lauterbach Financial Advisors, LLC | 0.23% | Add +3.6% | 12,193 | $461K |
| First Citizens Bank & Trust Co. | 0.01% | New | 12,168 | $460K |
| Stratos Investment Management, LLC | 0.02% | Reduce -74.0% | 12,146 | $459K |
| Elevate Wealth Advisory, Inc. | 0.33% | Add +0.8% | 12,143 | $459K |
| Strathmore Capital Advisors, Inc. | 0.19% | Add +0.2% | 12,086 | $456K |
| AlphaCore Capital LLC | 0.01% | Reduce -33.4% | 11,701 | $442K |
| LRI Investments, LLC | 0.04% | Add +2.7% | 11,650 | $440K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | New | 11,553 | $436K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,512 | $435K |
| Angeles Wealth Management, LLC | 0.03% | No change | 11,478 | $434K |
| Navigoe, LLC | 0.27% | Reduce -17.5% | 11,411 | $430K |
| Earned Wealth Advisors, LLC | 0.07% | No change | 11,327 | $428K |
| Nalls Sherbakoff Group, LLC | 0.29% | Add +0.1% | 11,278 | $426K |
| Summit Financial, LLC | 0.01% | New | 11,277 | $426K |
| Quad-Cities Investment Group, LLC | 0.18% | Reduce -1.7% | 11,206 | $423K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 10,860 | $410K |
| Perigon Wealth Management, LLC | 0.01% | No change | 10,852 | $410K |
| Disciplined Equity Management, Inc. | 0.22% | New | 10,840 | $409K |
| RAM Investment Partners, LLC | 0.08% | New | 10,600 | $400K |
| Rockwood Wealth Management, LLC | 0.03% | Add +35.9% | 10,540 | $398K |
| Hanover Advisors Inc. | 0.15% | No change | 10,432 | $394K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -12.2% | 10,430 | $394K |
| US Bancorp \de | 0.00% | New | 10,351 | $391K |
| Plancorp, LLC | 0.01% | Add +0.3% | 10,263 | $388K |
| Comerica Bank | 0.00% | Reduce -1.6% | 9,954 | $376K |
| Avondale Wealth Management | 0.20% | No change | 9,920 | $375K |
| Clark Asset Management, LLC | 0.04% | No change | 9,802 | $370K |
| Signet Financial Management, LLC | 0.04% | Reduce -6.3% | 9,393 | $355K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,336 | $353K |
| Zhang Financial LLC | 0.01% | Add +0.1% | 8,948 | $338K |
| Brown Advisory Inc. | 0.00% | No change | 8,833 | $334K |
| Aspire Private Capital, LLC | 0.07% | Add +1.8% | 8,744 | $330K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +0.3% | 8,419 | $318K |
| XY Planning Network, Inc. | 0.11% | No change | 8,941 | $318K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.3% | 7,748 | $293K |
| Mission Wealth Management, LP | 0.01% | New | 7,731 | $292K |
| Choreo, LLC | 0.00% | Add +0.1% | 7,722 | $292K |
| Hilltop Holdings Inc. | 0.02% | New | 7,702 | $291K |
| Aerodigm Wealth, LLC | 0.12% | No change | 7,591 | $289K |
| Hancock Whitney Corp. | 0.01% | Add +7.3% | 7,602 | $287K |
| Saxony Capital Management, LLC | 0.19% | New | 7,500 | $283K |
| Wells Fargo & Company | 0.00% | Add +45.5% | 7,264 | $274K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -0.5% | 6,837 | $258K |
| Maseco LLP | 0.01% | Add +30.2% | 6,778 | $256K |
| HRT Financial LP | 0.00% | New | 6,747 | $254K |
| Northern Trust Corp. | 0.00% | Add +4.7% | 6,705 | $253K |
| Archer Investment Management, LLC | 0.15% | Add +0.8% | 6,504 | $246K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,375 | $241K |
| Reyes Financial Architecture, Inc. | 0.16% | Reduce -23.9% | 6,329 | $239K |
| FMB Wealth Management | 0.10% | No change | 6,320 | $239K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 6,317 | $239K |
| IFG Advisory, LLC | 0.01% | New | 6,256 | $236K |
| Physician Wealth Solutions Inc. | 0.10% | No change | 6,238 | $236K |
| Squire Investment Management Company, LLC | 0.08% | Reduce -11.4% | 6,195 | $234K |
| American Capital Advisory, LLC | 0.10% | Add +76.2% | 5,871 | $222K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 5,700 | $215K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | New | 5,673 | $214K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.1% | 5,666 | $214K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -4.3% | 5,588 | $211K |
| Flow Traders U.S. LLC | 0.01% | Reduce -52.4% | 5,586 | $211K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,585 | $211K |
| Hollencrest Capital Management | 0.01% | No change | 5,449 | $206K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.6% | 5,028 | $190K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,460 | $168K |
| Advisory Services Network, LLC | 0.00% | New | 4,236 | $160K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.1% | 3,985 | $151K |
| Strategic Wealth Partners, Ltd. | 0.01% | New | 3,979 | $150K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 3,801 | $144K |
| Fortitude Family Office, LLC | 0.04% | Reduce -20.9% | 3,573 | $135K |
| UMB Bank, n.a. | 0.00% | No change | 3,367 | $127K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 3,191 | $121K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,845 | $107K |
| FMR LLC | 0.00% | No change | 2,681 | $101K |
| HM Payson & Co. | 0.00% | No change | 2,600 | $98K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -21.7% | 2,350 | $89K |
| Morse Asset Management, Inc | 0.02% | Reduce -2.2% | 2,258 | $85K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $82K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -9.2% | 1,987 | $75K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 1,781 | $67K |
| VSM Wealth Advisory, LLC | 0.02% | Add +74.4% | 1,744 | $66K |
| Millstone Evans Group, LLC | 0.04% | Reduce -39.5% | 1,660 | $63K |
| Optiver Holding B.V. | 0.00% | New | 1,657 | $63K |
| CX Institutional | 0.00% | New | 1,635 | $62K |
| BlackRock, Inc. | 0.00% | New | 1,600 | $60K |
| Fairscale Capital, LLC | 0.04% | No change | 1,572 | $59K |
| Asset Dedication, LLC | 0.00% | Add +0.3% | 1,189 | $45K |
| Team Financial Group, LLC | 0.01% | No change | 744 | $28K |
| Salomon & Ludwin, LLC | 0.00% | New | 711 | $27K |
| Smartleaf Asset Management LLC | 0.00% | No change | 589 | $22K |
| Providence Capital Advisors, LLC | 0.00% | No change | 493 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -54.2% | 481 | $18K |
| Larson Financial Group LLC | 0.00% | New | 471 | $18K |
| Glassman Wealth Services | 0.00% | New | 461 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 425 | $16K |
| Hantz Financial Services, Inc. | 0.00% | No change | 433 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 423 | $16K |
| Bfsg, LLC | 0.00% | No change | 257 | $10K |
| West Financial Advisors, LLC | 0.00% | Reduce -100.0% | 250 | $9K |
| Kings Path Partners LLC | 0.00% | Add +8.3% | 249 | $9K |
| Kozak & Associates, Inc. | 0.00% | New | 237 | $9K |
| Assetmark, Inc. | 0.00% | No change | 222 | $8K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 205 | $8K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 122 | $5K |
| MAI Capital Management | 0.00% | New | 93 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 79 | $3K |
| Integrity Financial Corp | 0.00% | Reduce -3.6% | 53 | $2K |
| Manning & Napier Advisors LLC | 0.00% | New | 41 | $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.