Dimensional US High Profi EtDUHPETF
13F holders, Q4 2025 (December 31)511holders +61
41new positions
17sold out
2famous investors
$38.04avg. 13F price*
At the end of Q4 2025, 511 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 61 from Q3 2025. 41 opened new positions and 17 sold out. The largest holders were Mercer Global Advisors Inc. ($1.7B), Focus Partners Wealth ($734.1M) and Forum Financial Management, LP ($304.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US High Profi Et
- CUSIP
- 25434V831
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $98.3M |
| Exits | 17 | $47.1M |
All 13F filers, Q3 2025 → Q4 2025: 19,181,723 shares bought and 5,220,800 shares sold, net +13,960,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Mercer Global Advisors Inc. | 2.60% | Add +5.1% | 44,791,614 | $1.7B |
| Focus Partners Wealth | 0.84% | Add +3.9% | 19,304,073 | $734.1M |
| Forum Financial Management, LP | 3.97% | Add +6.3% | 8,017,707 | $304.9M |
| Pure Financial Advisors, LLC | 4.30% | Add +9.0% | 7,550,120 | $287.1M |
| Allworth Financial LP | 0.49% | Add +5.0% | 3,109,379 | $118.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.9% | 3,069,742 | $116.7M |
| Corient Private Wealth LP | 0.15% | Add +71.4% | 2,977,975 | $113.3M |
| Foster Group, Inc. | 3.42% | Add +3.7% | 2,973,774 | $113.1M |
| Petersen Hastings Wealth Advisors Inc. | 10.45% | — | 2,861,752 | $108.8M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -0.0% | 2,812,155 | $108.3M |
| Focus Partners Advisor Solutions, LLC | 1.30% | Add +12.0% | 2,791,435 | $106.2M |
| Alesco Advisors, LLC, An ESL Co | 2.57% | Add +0.0% | 2,616,683 | $99.5M |
| Apella Capital, LLC | 1.95% | Add +12.8% | 2,598,242 | $98.8M |
| Bank of Montreal | 0.04% | Add +3.8% | 2,594,256 | $98.7M |
| Aprio Wealth Management, LLC | 5.38% | Add +3.9% | 2,462,405 | $93.6M |
| HighTower Advisors, LLC | 0.10% | Reduce -0.1% | 2,337,241 | $88.9M |
| Park Avenue Securities LLC | 0.74% | Add +6.4% | 2,285,721 | $86.9M |
| TCI Wealth Advisors, Inc. | 4.60% | Add +22.1% | 2,192,684 | $83.4M |
| Bouchey Financial Group, Ltd. | 6.11% | Add +1.0% | 2,144,055 | $81.5M |
| Beaird Harris Wealth Management, LLC | 5.37% | Add +10.5% | 2,048,402 | $77.9M |
| Financial Consulate, Inc. | 10.34% | Add +0.6% | 1,988,141 | $75.6M |
| UBS Group AG | 0.01% | Add +10.3% | 1,942,217 | $73.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.3% | 1,872,299 | $71.2M |
| HB Wealth Management, LLC | 0.45% | Add +19.2% | 1,828,670 | $69.5M |
| LVZ, Inc. | 7.74% | Add +1.5% | 1,819,770 | $69.2M |
| Pathstone Holdings, LLC | 0.25% | Add +2.2% | 1,737,036 | $66.1M |
| Planning Center, Inc. | 6.28% | Reduce -5.9% | 1,617,442 | $61.5M |
| Beacon Pointe Advisors, LLC | 0.42% | Add +52.2% | 1,578,485 | $60.0M |
| High Probability Advisors, LLC | 7.72% | Add +2.5% | 1,521,655 | $57.9M |
| Freedom Investment Management, Inc. | 15.26% | Reduce -5.3% | 1,380,264 | $52.5M |
| Phillips Financial Management, LLC | 3.30% | Add +10.1% | 1,346,524 | $51.2M |
| Bank of America Corp. | 0.00% | Add +0.8% | 1,338,649 | $50.9M |
| Clarius Group, LLC | 2.86% | Add +1.6% | 1,318,039 | $50.1M |
| Retirement Solution LLC | 10.94% | Add +1.2% | 1,298,565 | $49.4M |
| Satovsky Asset Management LLC | 9.38% | Add +0.9% | 1,272,198 | $48.4M |
| Safeguard Investment Advisory Group, LLC | 12.34% | Reduce -4.2% | 1,268,018 | $48.2M |
| Vestmark Advisory Solutions, Inc. | 0.64% | Add +5.1% | 1,245,002 | $47.3M |
| Symmetry Partners, LLC | 2.75% | New | 1,221,978 | $46.5M |
| DiNuzzo Private Wealth, Inc. | 5.05% | Reduce -1.6% | 1,219,564 | $46.4M |
| Mariner, LLC | 0.05% | Reduce -3.4% | 1,210,531 | $46.0M |
| Market Street Wealth Management Advisors LLC | 7.07% | Add +2.6% | 1,194,874 | $45.4M |
| Efficient Advisors, LLC | 2.51% | Reduce -14.5% | 1,130,037 | $43.0M |
| Greenspring Advisors, LLC | 2.59% | New | 1,109,388 | $42.2M |
| Root Financial Partners, LLC | 2.15% | Add +40.5% | 1,094,980 | $41.6M |
| Burton Enright Welch | 5.78% | Add +4.1% | 1,079,349 | $41.0M |
| Chicago Partners Investment Group LLC | 1.01% | Add +0.5% | 1,065,577 | $41.0M |
| Leading Edge Financial Planning LLC | 9.12% | Add +9.9% | 1,052,145 | $40.0M |
| Timonier Family Office, LTD. | 12.69% | Add +4.8% | 1,051,465 | $40.0M |
| AlTi Global, Inc. | 0.85% | Reduce -5.5% | 1,037,400 | $39.5M |
| Fulton Bank, N.A. | 1.36% | Add +7.3% | 1,036,856 | $39.4M |
| Vise Technologies, Inc. | 0.77% | Add +215.9% | 1,028,094 | $39.1M |
| Savant Capital, LLC | 0.22% | Add +1020.9% | 1,021,391 | $38.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.73% | Reduce -7.9% | 1,012,770 | $38.5M |
| Great Oak Capital Partners, LLC | 9.64% | Add +1.4% | 1,009,881 | $38.4M |
| Grunden Financial Advisory, Inc. | 14.66% | Add +1.7% | 986,709 | $37.5M |
| Millburn Ridgefield LLC | 0.89% | No change | 986,101 | $37.5M |
| Catalyst Capital Advisors LLC | 0.77% | No change | 986,101 | $37.5M |
| OneDigital Investment Advisors LLC | 0.35% | Reduce -3.8% | 942,832 | $35.9M |
| Bridgewater Advisors Inc. | 2.26% | Add +8.4% | 912,318 | $34.9M |
| Meredith Wealth Planning | 9.92% | Reduce -0.0% | 876,182 | $33.3M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -7.8% | 853,367 | $32.5M |
| Exencial Wealth Advisors, LLC | 0.99% | Add +9.1% | 821,611 | $31.2M |
| Baird Financial Group, Inc. | 0.05% | Add +6.0% | 805,464 | $30.6M |
| Farther Finance Advisors, LLC | 0.31% | Add +818.9% | 767,781 | $29.2M |
| Hippocratic Financial Advisors, LLC | 13.43% | Add +7.6% | 765,881 | $29.1M |
| United Wealth Management, LLC | 7.37% | Add +2.8% | 749,316 | $28.5M |
| GeoWealth Management, LLC | 1.03% | Add +1.7% | 733,954 | $27.9M |
| von Borstel & Associates, Inc. | 6.40% | Add +1.7% | 718,420 | $27.3M |
| Sax Wealth Advisors, LLC | 1.27% | Add +3.0% | 709,200 | $27.0M |
| AE Wealth Management LLC | 0.15% | Reduce -4.3% | 705,096 | $26.8M |
| Liberty Wealth Management LLC | 3.42% | Reduce -3.9% | 697,596 | $26.5M |
| True Wealth Design, LLC | 7.74% | Reduce -1.4% | 694,569 | $26.4M |
| Integrity Advisory Solutions, LLC | 3.79% | Add +11.5% | 692,376 | $26.3M |
| Stolz & Associates, PS | 20.19% | — | 688,212 | $26.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Reduce -2.7% | 669,656 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.6% | 637,819 | $24.3M |
| Integrity Alliance, Llc. | 0.86% | Add +11.1% | 616,043 | $23.4M |
| LPL Financial LLC | 0.01% | Add +11.8% | 615,696 | $23.4M |
| Sterling Wealth Management, Inc. | 6.65% | Add +15.7% | 612,540 | $23.3M |
| Harbour Investments, Inc. | 0.47% | Add +2225.8% | 607,137 | $23.1M |
| WPWealth LLP | 3.61% | Add +17.4% | 606,394 | $23.1M |
| Arlington Financial Advisors, LLC | 3.28% | Add +0.9% | 602,225 | $22.9M |
| Osaic Holdings, Inc. | 0.03% | Add +22.6% | 578,702 | $22.0M |
| Lutz Financial Services LLC | 1.45% | Add +9.3% | 562,375 | $21.4M |
| MB Generational Wealth, LLC | 11.25% | Add +6.4% | 558,704 | $21.2M |
| Master's Wealth Management Inc. | 7.59% | Add +8.0% | 554,936 | $21.1M |
| Kooman & Associates | 6.22% | Add +4.7% | 552,829 | $21.0M |
| Three Arch Wealth Management LLC | 3.87% | — | 543,232 | $20.7M |
| Oceanside Advisors LLC | 12.49% | Add +0.3% | 541,580 | $20.6M |
| G2 Capital Management, LLC / Oh | 4.93% | Add +3.6% | 537,497 | $20.4M |
| Opus Capital Group, LLC | 2.20% | Add +1.1% | 535,212 | $20.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -27.4% | 530,784 | $20.2M |
| Premier Financial Group | 5.22% | Add +1.4% | 523,976 | $20.0M |
| WCG Wealth Advisors LLC | 0.56% | Add +4.1% | 523,323 | $19.9M |
| CVA Family Office, LLC | 2.28% | Add +122.9% | 521,487 | $19.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 500,186 | $19.0M |
| Mills Wealth Advisors LLC | 7.50% | Add +7.2% | 499,923 | $19.0M |
| Midwest Heritage Bank, FSB | 6.41% | Add +0.7% | 488,388 | $18.6M |
| Legacy Financial Group, Inc. | 4.86% | Add +4.8% | 487,893 | $18.6M |
| Tandemgrowth Financial Advisors LLC | 16.02% | — | 482,445 | $18.3M |
"% 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.