Dimensional US High Profi EtDUHPETF
13F holders, Q1 2026 (March 31)541holders +30
53new positions
20sold out
1famous investor
$36.93avg. 13F price*
At the end of Q1 2026, 541 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 30 from Q4 2025. 53 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($1.8B), Focus Partners Wealth ($766.4M) and Forum Financial Management, LP ($311.0M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $181.1M |
| Exits | 20 | $13.7M |
All 13F filers, Q4 2025 → Q1 2026: 24,580,934 shares bought and 6,585,914 shares sold, net +17,995,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| Mercer Global Advisors Inc. | 2.65% | Add +8.8% | 48,730,938 | $1.8B |
| Focus Partners Wealth | 0.85% | Add +5.6% | 20,387,647 | $766.4M |
| Forum Financial Management, LP | 4.40% | Add +5.5% | 8,459,674 | $311.0M |
| Pure Financial Advisors, LLC | 4.17% | Add +3.6% | 7,825,736 | $287.7M |
| Allworth Financial LP | 0.67% | Add +43.6% | 4,466,653 | $164.2M |
| Apella Capital, LLC | 2.28% | Add +49.8% | 3,891,947 | $153.3M |
| Corient Private Wealth LP | 0.20% | Add +26.1% | 3,755,680 | $138.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +19.1% | 3,657,495 | $134.4M |
| Focus Partners Advisor Solutions, LLC | 1.22% | Add +18.3% | 3,301,011 | $121.3M |
| Foster Group, Inc. | 3.36% | Add +3.3% | 3,073,069 | $113.0M |
| Petersen Hastings Wealth Advisors Inc. | 9.97% | Add +3.4% | 2,960,196 | $108.8M |
| Bank of Montreal | 0.04% | Add +5.3% | 2,733,093 | $100.5M |
| Clearstead Advisors, LLC | 0.91% | New | 2,715,805 | $99.8M |
| Alesco Advisors, LLC, An ESL Co | 2.47% | Add +0.5% | 2,630,658 | $96.7M |
| RW Investment Management LLC | 9.21% | — | 2,588,182 | $95.1M |
| TCI Wealth Advisors, Inc. | 4.91% | Add +14.8% | 2,516,301 | $92.5M |
| Park Avenue Securities LLC | 0.71% | Add +8.5% | 2,479,611 | $91.2M |
| Aprio Wealth Management, LLC | 4.93% | Reduce -0.2% | 2,456,423 | $90.3M |
| Bouchey Financial Group, Ltd. | 6.04% | Add +0.8% | 2,161,309 | $82.3M |
| UBS Group AG | 0.01% | Add +10.6% | 2,148,401 | $79.0M |
| Beaird Harris Wealth Management, LLC | 5.35% | Add +4.4% | 2,139,327 | $78.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -9.8% | 2,107,800 | $77.5M |
| Financial Consulate, Inc. | 9.34% | Add +2.5% | 2,038,669 | $74.9M |
| HB Wealth Management, LLC | 0.47% | Add +8.7% | 1,987,725 | $73.1M |
| Beacon Pointe Advisors, LLC | 0.37% | Add +19.5% | 1,886,147 | $69.3M |
| Pathstone Holdings, LLC | 0.26% | Add +3.0% | 1,789,343 | $65.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.1% | 1,664,898 | $61.2M |
| Planning Center, Inc. | 6.15% | Add +2.1% | 1,652,225 | $60.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -44.8% | 1,552,236 | $57.4M |
| High Probability Advisors, LLC | 7.14% | Reduce -0.3% | 1,517,010 | $55.8M |
| Bank of America Corp. | 0.00% | Add +6.5% | 1,426,163 | $52.4M |
| Root Financial Partners, LLC | 2.25% | Add +20.9% | 1,323,440 | $48.6M |
| Mariner, LLC | 0.06% | Add +9.2% | 1,321,475 | $48.6M |
| Satovsky Asset Management LLC | 8.51% | Add +3.1% | 1,311,703 | $48.2M |
| Retirement Solution LLC | 11.40% | Add +1.0% | 1,311,614 | $48.2M |
| Vestmark Advisory Solutions, Inc. | 0.53% | Add +5.3% | 1,311,124 | $48.2M |
| Symmetry Partners, LLC | 2.71% | Add +5.6% | 1,290,110 | $47.4M |
| Phillips Financial Management, LLC | 3.33% | Reduce -7.3% | 1,248,706 | $45.9M |
| Safeguard Investment Advisory Group, LLC | 12.49% | Reduce -3.0% | 1,230,260 | $45.2M |
| DiNuzzo Private Wealth, Inc. | 4.85% | Add +0.5% | 1,225,021 | $45.0M |
| Leading Edge Financial Planning LLC | 9.28% | Add +14.1% | 1,200,073 | $44.1M |
| Meredith Wealth Planning | 11.95% | Add +36.9% | 1,199,622 | $44.1M |
| Market Street Wealth Management Advisors LLC | 6.89% | Reduce -0.5% | 1,189,187 | $43.7M |
| Freedom Investment Management, Inc. | 12.94% | Reduce -14.1% | 1,185,914 | $43.6M |
| Millburn Ridgefield LLC | 0.93% | Add +18.9% | 1,172,200 | $43.1M |
| Catalyst Capital Advisors LLC | 0.80% | Add +18.9% | 1,172,200 | $43.1M |
| Chicago Partners Investment Group LLC | 0.96% | Add +2.5% | 1,092,697 | $42.8M |
| Greenspring Advisors, LLC | 2.57% | Add +3.3% | 1,145,612 | $42.1M |
| Burton Enright Welch | 5.56% | Add +3.2% | 1,113,413 | $40.9M |
| Harbour Investments, Inc. | 0.62% | Add +80.5% | 1,095,652 | $40.3M |
| Great Oak Capital Partners, LLC | 9.25% | Add +3.8% | 1,048,651 | $39.8M |
| Fulton Bank, N.A. | 1.40% | Add +4.2% | 1,080,249 | $39.7M |
| Vise Technologies, Inc. | 0.77% | No change | 1,028,094 | $39.1M |
| Bridgewater Advisors Inc. | 2.30% | Add +6.0% | 967,302 | $38.6M |
| Exencial Wealth Advisors, LLC | 1.16% | Add +23.5% | 1,014,748 | $37.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.68% | Reduce -3.6% | 976,048 | $35.9M |
| OneDigital Investment Advisors LLC | 0.33% | Reduce -2.4% | 919,939 | $33.8M |
| Baird Financial Group, Inc. | 0.05% | Add +3.7% | 835,000 | $30.7M |
| Hippocratic Financial Advisors, LLC | 13.30% | Add +7.7% | 825,016 | $30.3M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -3.9% | 820,348 | $30.2M |
| Farther Finance Advisors, LLC | 0.27% | Add +1.8% | 781,419 | $28.9M |
| Stolz & Associates, PS | 19.95% | Add +6.9% | 735,902 | $28.6M |
| United Wealth Management, LLC | 7.08% | Add +3.5% | 775,275 | $28.5M |
| Integrity Advisory Solutions, LLC | 3.74% | Add +11.4% | 771,141 | $28.3M |
| GeoWealth Management, LLC | 1.01% | Add +3.7% | 761,437 | $28.0M |
| von Borstel & Associates, Inc. | 6.34% | Add +4.9% | 753,339 | $27.7M |
| AE Wealth Management LLC | 0.15% | Add +5.6% | 744,849 | $27.4M |
| Sax Wealth Advisors, LLC | 1.30% | Reduce -0.3% | 706,915 | $26.9M |
| True Wealth Design, LLC | 7.35% | Add +3.8% | 721,040 | $26.5M |
| Discipline Wealth Solutions, LLC | 2.78% | Add +144.4% | 717,922 | $26.4M |
| Efficient Advisors, LLC | 1.87% | Reduce -36.7% | 715,575 | $26.3M |
| Liberty Wealth Management LLC | 3.22% | Add +0.5% | 701,173 | $25.8M |
| LVZ, Inc. | 2.88% | Reduce -62.2% | 687,262 | $25.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Add +1.3% | 678,278 | $24.9M |
| Arlington Financial Advisors, LLC | 3.52% | Add +11.8% | 672,971 | $24.7M |
| WPWealth LLP | 3.77% | Add +10.6% | 670,658 | $24.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.7% | 654,862 | $24.1M |
| Sterling Wealth Management, Inc. | 6.53% | Add +5.6% | 647,105 | $23.8M |
| Integrity Alliance, Llc. | 0.90% | Add +4.2% | 642,119 | $23.6M |
| Savant Capital, LLC | 0.11% | Reduce -37.8% | 634,956 | $23.3M |
| CVA Family Office, LLC | 2.45% | Add +21.6% | 633,985 | $23.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.4% | 642,112 | $23.0M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 613,659 | $22.6M |
| Master's Wealth Management Inc. | 7.28% | Add +5.3% | 584,326 | $21.5M |
| Three Arch Wealth Management LLC | 3.83% | Add +6.6% | 579,210 | $21.3M |
| Lutz Financial Services LLC | 1.43% | Add +2.8% | 578,161 | $21.3M |
| Kooman & Associates | 6.19% | Add +2.2% | 564,766 | $20.8M |
| Oceanside Advisors LLC | 11.84% | Add +4.2% | 564,525 | $20.8M |
| Elser Financial Planning, Inc | 1.00% | New | 562,024 | $20.6M |
| Premier Financial Group | 3.46% | Add +3.9% | 544,507 | $20.3M |
| WCG Wealth Advisors LLC | 0.56% | Add +4.8% | 548,673 | $20.2M |
| G2 Capital Management, LLC / Oh | 4.87% | Add +1.5% | 545,526 | $20.1M |
| Opus Capital Group, LLC | 2.13% | Add +0.8% | 539,414 | $19.8M |
| MB Generational Wealth, LLC | 10.94% | Reduce -3.7% | 537,956 | $19.8M |
| Integrated Wealth Concepts LLC | 0.16% | Add +37.6% | 531,559 | $19.5M |
| Midwest Heritage Bank, FSB | 6.23% | Add +8.1% | 527,822 | $19.4M |
| Mills Wealth Advisors LLC | 6.54% | Add +2.0% | 509,703 | $18.7M |
| Legacy Financial Group, Inc. | 4.86% | Add +2.6% | 500,768 | $18.4M |
| Foundry Financial LLC | 7.71% | Add +31.2% | 495,413 | $18.2M |
| Tassel Capital Management, Inc. | 9.87% | Add +3.8% | 494,341 | $18.2M |
"% 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.