Dimensional US High Profitability

DUHP • ARCA

Dimensional US High Profitability is an exchange-traded fund on ARCA. As of Q3 2025, 440 institutional investors hold shares in this ETF, with total holdings valued at $8.1B. MERCER GLOBAL ADVISORS INC /ADV is the largest holder with a position valued at $1.6B.

Overview

Overview of institutional ownership in DUHP as of Q3 2025

All Institutions

Institutions: 440
Value Held: $8.1B
Shares Held: 214.4M
Avg Position: $18.4M
Median Position: $2.7M

Hedge Funds

Hedge Funds: 6
Value Held: $64.6M
Shares Held: 1.7M
Avg Position: $10.8M
Median Position: $3.9M

Biggest Investors

Institutions with the largest positions in DUHP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$1.6B 2.69% of portfolio	42.6M shares	Q3 2022 Held for 3y 3m	$59.9B
C Colony Group, LLC Institution	-	$702.5M 1.15% of portfolio	18.6M shares	Q3 2024 Held for 1y 3m	$61.0B
Forum Financial Management, LP RIA/Wealth	Jonathan Marichal Rogers CIO	$285.0M 3.90% of portfolio	7.5M shares	Q2 2022 Held for 3y 6m	$7.3B
Pure Financial Advisors, Inc. RIA/Wealth	Joseph Dennis Anderson CEO	$261.6M 4.18% of portfolio	6.9M shares	Q1 2023 Held for 2y 9m	$6.3B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$113.8M 0.03% of portfolio	3.0M shares	Q2 2022 Held for 3y 6m	$342.01B
Hanson McClain, Inc. RIA/Wealth	Jordan Jacob Bastable Managing Partner	$111.9M 0.50% of portfolio	3.0M shares	Q2 2022 Held for 3y 6m	$22.6B
Foster Group, Inc. RIA/Wealth	Gregory John Olsen CEO	$108.3M 3.40% of portfolio	2.9M shares	Q1 2024 Held for 1y 9m	$3.2B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$106.7M 0.16% of portfolio	2.8M shares	Q3 2023 Held for 2y 3m	$65.5B
ALESCO ADVISORS LLC RIA/Wealth	James George Gould CEO	$98.8M 2.68% of portfolio	2.6M shares	Q4 2023 Held for 2 years	$3.7B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	$94.4M 0.04% of portfolio	2.5M shares	Q1 2022 Held for 3y 9m	$227.19B

Net Capital Flow

Institutional buying and selling activity for DUHP in Q3 2025

Traded: +$561.0M
Buyers: 290
Sellers: 121
Total Bought: +$817.6M
Total Sold: −$256.6M
Avg Position: $17.6M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$113.8M +-33.5M shares	$113.8M 3.0M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$93.8M +2.5M shares	$1.6B 42.6M shares
Hanson McClain, Inc. RIA/Wealth	+$72.9M +1.9M shares	$111.9M 3.0M shares
RW Investment Management LLC RIA/Wealth	+$51.5M +1.4M shares	$92.2M 2.4M shares
Foster Group, Inc. RIA/Wealth	+$29.9M +791.8K shares	$108.3M 2.9M shares
H HB Wealth Management, LLC Institution	+$25.2M +667.9K shares	$57.9M 1.5M shares
Mach-1 Financial Group, Inc. RIA/Wealth	+$23.5M +621.2K shares	$23.5M 621.2K shares
Integrity Advisory Solutions, LLC RIA/Wealth	+$23.5M +621.2K shares	$23.5M 621.2K shares
C Colony Group, LLC Institution	+$22.1M +585.1K shares	$702.5M 18.6M shares
Pure Financial Advisors, Inc. RIA/Wealth	+$21.2M +561.9K shares	$261.6M 6.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
C CI Private Wealth, LLC RIA/Wealth	−$43.9M −1.2M shares	$65.6M 1.7M shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$39.2M −1.0M shares	$44.7M 1.2M shares
AlTi Global, Inc. Institution	−$18.7M −495.7K shares	$41.5M 1.1M shares
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth	−$18.2M −511.1K shares	Sold Off 0 shares
Abacus Planning Group, Inc. RIA/Wealth	−$17.8M −500.9K shares	Sold Off 0 shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$12.4M −350.1K shares	Sold Off 0 shares
Ullmann Financial Group, Inc. Institution	−$9.9M −262.8K shares	$21.7M 574.0K shares
LVZ Advisors, Inc. RIA/Wealth	−$9.6M −253.5K shares	$67.7M 1.8M shares
Wealth Management Strategies, Inc. RIA/Wealth	−$8.8M −231.9K shares	$3.7M 99.2K shares
Eqis Capital Management, Inc. RIA/Wealth	−$4.9M −130.2K shares	$55.0M 1.5M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DUHP in Q3 2025

New Positions: 38
New Value: $105.3M
Exited Positions: 20
Exited Value: $55.2M

New Positions

Institution	Position Value
Mach-1 Financial Group, Inc. RIA/Wealth	$23.5M 621.2K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$23.5M 621.2K shares
V Vise Technologies, Inc. Institution	$12.3M 325.5K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$12.1M 321.2K shares
M My Personal CFO, LLC RIA/Wealth	$10.7M 284.0K shares
Miracle Mile Advisors, LLC RIA/Wealth	$7.8M 206.4K shares
Washington Trust Advisors, Inc. RIA/Wealth	$2.4M 64.0K shares
Focus Financial Network, Inc. RIA/Wealth	$2.4M 62.9K shares
International Private Wealth Advisors LLC RIA/Wealth	$1.3M 34.6K shares
Tandem Financial, LLC RIA/Wealth	$1.2M 31.6K shares

Exited Positions

Institution	Previous Position
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth	$18.2M 511.1K shares
Abacus Planning Group, Inc. RIA/Wealth	$17.8M 500.9K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$12.4M 350.1K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$2.3M 64.0K shares
SRS Capital Advisors, Inc. RIA/Wealth	$1.1M 30.6K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$803.0K 22.6K shares
IHT Wealth Management, LLC RIA/Wealth	$661.0K 18.6K shares
D D. E. Shaw & Co., Inc. Institution	$320.0K 9.0K shares
Janney Montgomery Scott LLC RIA/Wealth	$264.9K 7.4K shares
Geneos Wealth Management Inc. RIA/Wealth	$258.8K 7.3K shares

Options Activity

Institutions with the largest Call and Put options positions in DUHP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DUHP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Grunden Financial Advisory, Inc. RIA/Wealth	Ricky Lee Grunden CEO	14.90% $36.6M	970.3K shares	Q4 2023 Held for 2 years	$246.0M
Eqis Capital Management, Inc. RIA/Wealth	Robert Philip Herrmann CEO	14.61% $55.0M	1.5M shares	Q4 2023 Held for 2 years	$376.9M
Hippocratic Financial Advisors, LLC RIA/Wealth	Ravi Davis President	12.93% $26.9M	711.6K shares	Q4 2024 Held for 1 year	$207.9M
Oceanside Advisors LLC RIA/Wealth	Johann Robert Kroll Managing Partner	12.75% $20.4M	540.2K shares	Q4 2023 Held for 2 years	$160.0M
M MB Generational Wealth, LLC RIA/Wealth	David Lee Wilson President	12.59% $19.8M	525.0K shares	Q3 2025 Held for 3 months	$157.4M
Timonier Family Office, LTD. Family Office	Nicholas C Baker President	12.42% $37.9M	1.0M shares	Q4 2024 Held for 1 year	$305.2M
Safeguard Investment Advisory Group, LLC RIA/Wealth	James P. Murray CCO	12.40% $50.0M	1.3M shares	Q4 2022 Held for 3 years	$403.1M
R Retirement Solution Inc. Institution	-	11.56% $48.5M	1.3M shares	Q1 2023 Held for 2y 9m	$419.3M
Tassel Capital Management, Inc. RIA/Wealth	William Boroughs Ertel President	11.08% $17.3M	457.2K shares	Q4 2024 Held for 1 year	$155.8M
FINANCIAL CONSULATE, INC RIA/Wealth	Michael Patrick Mccarthy CEO	10.65% $74.6M	2.0M shares	Q2 2023 Held for 2y 6m	$701.1M

Hedge Fund Spotlight

Discover hedge funds investing in DUHP

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerDavid Allen Lippe

Portfolio Value: $75.8B
Positions: 3,421
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional US High Profitability

Market Value: $3.9M
Shares Held: 103.1K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%