DUHP Institutional Ownership
Dimensional - US High Profitability ETF
1W: -0.2%
1M: +0.4%
3M: +1.5%
YTD: +11.1%
1Y: +11.4%
3Y: +69.4%
$42.31
+0.17 (+0.40%)
Weekly Expected Move ±1.5%
$41
$42
$42
$43
$44
Overview
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Institutional Ownership — DUHP
592
Institutional Holders
+28 vs prior quarter
0.0%
Ownership
+0.00pp
11B
Total Invested
55
New Positions
295
Increased
164
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (613 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 51,655,115 | 2.2B | +2,924,177 | +6.0% | 16Q | SEC ↗ |
| 2 | Focus Partners Wealth | 21,465,179 | $908M | +1,077,532 | +5.3% | 8Q | SEC ↗ |
| 3 | Forum Financial Management, LP | 8,669,488 | $367M | +209,814 | +2.5% | 17Q | SEC ↗ |
| 4 | Pure Financial Advisors, LLC | 8,256,614 | $349M | +430,878 | +5.5% | 14Q | SEC ↗ |
| 5 | Apella Capital, LLC | 4,123,403 | $174M | +231,456 | +5.9% | 9Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 4,104,606 | $174M | +447,111 | +12.2% | 17Q | SEC ↗ |
| 7 | Focus Partners Advisor Solutions, LLC | 3,851,505 | $163M | +550,494 | +16.7% | 15Q | SEC ↗ |
| 8 | Allworth Financial LP | 3,613,141 | $153M | -853,512 | -19.1% | 17Q | SEC ↗ |
| 9 | TCI Wealth Advisors, Inc. | 3,354,088 | $142M | +837,787 | +33.3% | 18Q | SEC ↗ |
| 10 | Foster Group, Inc. | 3,144,475 | $133M | +71,406 | +2.3% | 10Q | SEC ↗ |
| 11 | ASSETMARK, INC | 3,078,885 | $130M | +3,075,461 | +89820.7% | 10Q | SEC ↗ |
| 12 | Petersen Hastings Wealth Advisors Inc. | 3,014,121 | $128M | +53,925 | +1.8% | 3Q | SEC ↗ |
| 13 | BANK OF MONTREAL /CAN | 2,871,276 | $121M | +138,183 | +5.1% | 18Q | SEC ↗ |
| 14 | Corient Private Wealth LP | 2,833,446 | $120M | -922,234 | -24.6% | 15Q | SEC ↗ |
| 15 | Alesco Advisors, LLC, An ESL Co | 2,668,836 | $113M | +38,178 | +1.5% | 11Q | SEC ↗ |
| 16 | PARK AVENUE SECURITIES LLC | 2,647,486 | $112M | +167,875 | +6.8% | 15Q | SEC ↗ |
| 17 | RW Investment Management LLC | 2,644,596 | $112M | +56,414 | +2.2% | 2Q | SEC ↗ |
| 18 | Aprio Wealth Management, LLC | 2,354,573 | $100M | -101,850 | -4.1% | 17Q | SEC ↗ |
| 19 | HB Wealth Management, LLC | 2,227,918 | $94M | +240,193 | +12.1% | 5Q | SEC ↗ |
| 20 | FINANCIAL CONSULATE, INC | 2,109,650 | $89M | +70,981 | +3.5% | 13Q | SEC ↗ |
| 21 | UBS Group AG | 2,100,442 | $89M | -47,959 | -2.2% | 15Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 2,089,651 | $88M | -18,149 | -0.9% | 17Q | SEC ↗ |
| 23 | Beaird Harris Wealth Management, LLC | 2,047,480 | $87M | -91,847 | -4.3% | 9Q | SEC ↗ |
| 24 | Beacon Pointe Advisors, LLC | 1,989,330 | $84M | +103,183 | +5.5% | 17Q | SEC ↗ |
| 25 | Savant Capital, LLC | 1,938,510 | $82M | +1,303,554 | +205.3% | 8Q | SEC ↗ |
| 26 | Root Financial Partners, LLC | 1,893,297 | $80M | +569,857 | +43.1% | 14Q | SEC ↗ |
| 27 | Pathstone Holdings, LLC | 1,847,579 | $78M | +58,236 | +3.3% | 11Q | SEC ↗ |
| 28 | Vise Technologies, Inc. | 1,846,253 | $78M | +818,159 | +79.6% | 4Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 1,745,434 | $74M | +80,536 | +4.8% | 7Q | SEC ↗ |
| 30 | Planning Center, Inc. | 1,673,148 | $71M | +20,923 | +1.3% | 15Q | SEC ↗ |
| 31 | High Probability Advisors, LLC | 1,609,605 | $68M | +92,595 | +6.1% | 17Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 1,499,680 | $63M | +73,517 | +5.2% | 14Q | SEC ↗ |
| 33 | Bouchey Financial Group, Ltd. | 1,393,666 | $59M | -767,643 | -35.5% | 14Q | SEC ↗ |
| 34 | Clearstead Advisors, LLC | 1,364,264 | $58M | -1,351,541 | -49.8% | 2Q | SEC ↗ |
| 35 | SATOVSKY ASSET MANAGEMENT LLC | 1,344,748 | $57M | +33,045 | +2.5% | 17Q | SEC ↗ |
| 36 | Retirement Solution LLC | 1,317,557 | $56M | +5,943 | +0.5% | 14Q | SEC ↗ |
| 37 | Vestmark Advisory Solutions, Inc. | 1,310,344 | $55M | -780 | -0.1% | 14Q | SEC ↗ |
| 38 | Leading Edge Financial Planning LLC | 1,286,243 | $54M | +86,170 | +7.2% | 15Q | SEC ↗ |
| 39 | Symmetry Partners, LLC | 1,263,811 | $53M | -26,299 | -2.0% | 3Q | SEC ↗ |
| 40 | DiNuzzo Private Wealth, Inc. | 1,236,979 | $52M | +11,958 | +1.0% | 11Q | SEC ↗ |
| 41 | MARKET STREET WEALTH MANAGEMENT ADVISO | 1,218,192 | $52M | +29,005 | +2.4% | 11Q | SEC ↗ |
| 42 | Burton Enright Welch | 1,194,965 | $51M | +81,552 | +7.3% | 13Q | SEC ↗ |
| 43 | Meredith Wealth Planning | 1,189,266 | $50M | -10,356 | -0.9% | 15Q | SEC ↗ |
| 44 | Catalyst Capital Advisors LLC | 1,172,200 | $50M | — | +0.0% | 12Q | SEC ↗ |
| 45 | Millburn Ridgefield LLC /DE | 1,172,200 | $50M | — | +0.0% | 12Q | SEC ↗ |
| 46 | Greenspring Advisors, LLC | 1,171,057 | $50M | +25,445 | +2.2% | 3Q | SEC ↗ |
| 47 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,166,460 | $49M | -82,246 | -6.6% | 14Q | SEC ↗ |
| 48 | Safeguard Investment Advisory Group, L | 1,164,049 | $49M | -66,211 | -5.4% | 15Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. | 1,140,749 | $48M | +45,097 | +4.1% | 14Q | SEC ↗ |
| 50 | Freedom Investment Management, Inc. | 1,124,058 | $48M | -61,856 | -5.2% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Timonier Family Office, LTD. | 1,072,005 | $45M |
| Aspen Private Advisors, LLC | 351,240 | $15M |
| FIDUCIARY FINANCIAL ADVISORS | 338,698 | $14M |
| AXXCESS WEALTH MANAGEMENT, LLC | 195,348 | $8M |
| Live Oak Private Wealth LLC | 103,223 | $4M |
| Evanson Financial, LLC | 98,271 | $4M |
| Mission Hills Financial Advisory, L | 75,513 | $3M |
| MARYLAND CAPITAL ADVISORS INC. | 48,974 | $2M |
| Mission Financial Group, LLC | 45,634 | $2M |
| Brand Asset Management Group, Inc. | 32,564 | $1M |
| Venture Visionary Partners LLC | 29,197 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 27,793 | $1M |
| Cresset Asset Management, LLC | 24,621 | $1M |
| Diversify Advisory Services, LLC | 18,751 | $793K |
| Global Retirement Partners, LLC | 18,372 | $777K |
| Waverly Advisors, LLC | 16,368 | $693K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 15,455 | $654K |
| Sanctuary Advisors, LLC | 12,763 | $540K |
| Foundations Investment Advisors, LL | 8,951 | $379K |
| Stratos Wealth Partners, LTD. | 8,613 | $364K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GK Wealth Management LLC | 309,770 | $13M |
| Ocean Park Asset Management, LLC | 299,351 | $13M |
| Blue Trust, Inc. | 115,577 | $5M |
| Wealthcare Advisory Partners LLC | 46,595 | $2M |
| Balance Wealth, LLC | 45,620 | $2M |
| Broadhurst Jeffrey B | 35,785 | $2M |
| Ascentis Independent Advisors | 35,488 | $2M |
| GTS SECURITIES LLC | 31,747 | $1M |
| GEN Financial Management, INC. | 30,356 | $1M |
| Integrated Advisors Network LLC | 27,561 | $1M |
| Tower Research Capital LLC (TRC) | 22,463 | $950K |
| Westwood Wealth Management | 18,141 | $768K |
| CGN Advisors LLC | 12,600 | $533K |
| HRT FINANCIAL LP | 12,264 | $519K |
| XTX Topco Ltd | 11,907 | $504K |
| Noble Family Wealth, LLC | 10,917 | $462K |
| SEGALL BRYANT & HAMILL, LLC | 10,659 | $451K |
| Pioneer Wealth Management Group | 9,308 | $394K |
| JANE STREET GROUP, LLC | 8,775 | $371K |
| FIRST AMERICAN TRUST, FSB | 8,289 | $351K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +3,075,461 | +89820.7% | 3,078,885 |
| MERCER GLOBAL ADVISORS INC /ADV | +2,924,177 | +6.0% | 51,655,115 |
| Savant Capital, LLC | +1,303,554 | +205.3% | 1,938,510 |
| Focus Partners Wealth | +1,077,532 | +5.3% | 21,465,179 |
| TCI Wealth Advisors, Inc. | +837,787 | +33.3% | 3,354,088 |
| Vise Technologies, Inc. | +818,159 | +79.6% | 1,846,253 |
| Root Financial Partners, LLC | +569,857 | +43.1% | 1,893,297 |
| Focus Partners Advisor Solutions, L | +550,494 | +16.7% | 3,851,505 |
| ENVESTNET ASSET MANAGEMENT INC | +447,111 | +12.2% | 4,104,606 |
| Pure Financial Advisors, LLC | +430,878 | +5.5% | 8,256,614 |
| Private Advisor Group, LLC | +304,711 | +155.9% | 500,172 |
| HB Wealth Management, LLC | +240,193 | +12.1% | 2,227,918 |
| Apella Capital, LLC | +231,456 | +5.9% | 4,123,403 |
| Forum Financial Management, LP | +209,814 | +2.5% | 8,669,488 |
| GOLDMAN SACHS GROUP INC | +199,316 | +3372.5% | 205,226 |
| EXENCIAL WEALTH ADVISORS, LLC | +193,137 | +23.5% | 1,014,748 |
| PARK AVENUE SECURITIES LLC | +167,875 | +6.8% | 2,647,486 |
| Quantinno Capital Management LP | +166,890 | +80.1% | 375,308 |
| Cambridge Investment Research Advis | +146,519 | +42.3% | 492,776 |
| BANK OF MONTREAL /CAN | +138,183 | +5.1% | 2,871,276 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Clearstead Advisors, LLC | -1,351,541 | -49.8% | 1,364,264 |
| Corient Private Wealth LP | -922,234 | -24.6% | 2,833,446 |
| Allworth Financial LP | -853,512 | -19.1% | 3,613,141 |
| Bouchey Financial Group, Ltd. | -767,643 | -35.5% | 1,393,666 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -653,471 | -42.1% | 898,765 |
| Bridgewater Advisors Inc. | -419,081 | -43.3% | 548,221 |
| Efficient Advisors, LLC | -414,462 | -36.7% | 715,575 |
| Kooman & Associates | -401,799 | -71.1% | 162,967 |
| Mariner, LLC | -297,265 | -22.5% | 1,024,210 |
| CPA Asset Management Group, LLC | -200,397 | -61.9% | 123,579 |
| ArborFi Advisors, LLC | -146,575 | -79.8% | 37,189 |
| Forvis Mazars Wealth Advisors, LLC | -122,932 | -12.6% | 853,116 |
| Aprio Wealth Management, LLC | -101,850 | -4.1% | 2,354,573 |
| WEBSTERROGERS FINANCIAL ADVISORS, L | -96,045 | -22.4% | 331,798 |
| Beaird Harris Wealth Management, LL | -91,847 | -4.3% | 2,047,480 |
| ROYAL BANK OF CANADA | -84,002 | -20.8% | 319,502 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | -82,246 | -6.6% | 1,166,460 |
| CreativeOne Wealth, LLC | -72,156 | -56.0% | 56,675 |
| M Holdings Securities, Inc. | -70,858 | -23.5% | 231,062 |
| Kestra Investment Management, LLC | -69,777 | -35.2% | 128,485 |