DIMENSIONAL US HIGH PROFI ET DUHP
$41.59
+0.1% 52w: $35.75 – $41.73
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data35.7538.7441.73
Aug 18, 2025 Jul 2, 2026
Institutional holders
541
+30 QoQ
13F value
$9.27B
+2.7% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns DUHP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 48.7M | $1.79B | 2.7% | +8.8% |
| Focus Partners Wealth | Wealth advisor | 20.4M | $766.4M | 0.9% | +5.6% |
| Forum Financial Management, LP | Wealth advisor | 8.5M | $311.0M | 4.4% | +5.5% |
| Pure Financial Advisors, LLC | Wealth advisor | 7.8M | $287.7M | 4.1% | +3.7% |
| Allworth Financial LP | Wealth advisor | 4.5M | $164.2M | 0.7% | +43.7% |
| Apella Capital, LLC | Wealth advisor | 3.9M | $153.3M | 2.3% | +49.8% |
| Corient Private Wealth LLC | Diversified mechanical | 3.8M | $138.1M | 0.2% | -40.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.7M | $134.4M | 0.0% | +19.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 3.3M | $121.3M | 1.2% | +18.3% |
| Foster Group, Inc. | Wealth advisor | 3.1M | $113.0M | 3.4% | +3.3% |
| Petersen Hastings Wealth Advisors Inc. | Wealth advisor | 3.0M | $108.8M | 10.0% | +3.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 2.7M | $100.5M | 0.0% | +5.4% |
| Clearstead Advisors, LLC | Wealth advisor | 2.7M | $99.8M | 0.9% | New |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 2.6M | $96.7M | 2.5% | +0.5% |
| RW Investment Management LLC | Wealth advisor | 2.6M | $95.1M | 9.2% | — |
| TCI Wealth Advisors, Inc. | Wealth advisor | 2.5M | $92.5M | 4.9% | +14.8% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 2.5M | $91.2M | — | +8.5% |
| Aprio Wealth Management, LLC | Wealth advisor | 2.5M | $90.3M | 4.9% | -0.2% |
| Bouchey Financial Group Ltd | Wealth advisor | 2.2M | $82.3M | 6.0% | +0.8% |
| UBS Group AG | Bank broker | 2.1M | $79.0M | 0.0% | +10.6% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 2.1M | $78.6M | 5.3% | +4.4% |
| HighTower Advisors, LLC | Diversified mechanical | 2.1M | $77.5M | 0.1% | -9.8% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 2.0M | $74.9M | 9.3% | +2.5% |
| HB Wealth Management, LLC | Wealth advisor | 2.0M | $73.1M | 0.5% | +8.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.9M | $69.3M | 0.4% | +19.5% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.8M | $65.8M | 0.3% | +3.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.7M | $61.2M | 0.0% | -11.1% |
| Planning Center, Inc. | Wealth advisor | 1.7M | $60.7M | 6.2% | +2.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.6M | $57.4M | — | -44.8% |
| High Probability Advisors, LLC | Wealth advisor | 1.5M | $55.8M | 7.1% | -0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.4M | $52.4M | 0.0% | +6.5% |
| Root Financial Partners, LLC | Wealth advisor | 1.3M | $48.6M | 2.2% | +20.9% |
| Mariner, LLC | Diversified mechanical | 1.3M | $48.6M | 0.1% | +9.2% |
| SATOVSKY ASSET MANAGEMENT LLC | Wealth advisor | 1.3M | $48.2M | 8.5% | +3.1% |
| Retirement Solution LLC | Wealth advisor | 1.3M | $48.2M | 11.4% | +1.0% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.3M | $48.2M | 0.5% | +5.3% |
| Symmetry Partners, LLC | Wealth advisor | 1.3M | $47.4M | 2.7% | +5.6% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 1.2M | $45.9M | 3.3% | -7.3% |
| Safeguard Investment Advisory Group, LLC | Wealth advisor | 1.2M | $45.2M | 12.5% | -3.0% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 1.2M | $45.0M | — | +0.4% |
| Leading Edge Financial Planning LLC | Wealth advisor | 1.2M | $44.1M | 9.3% | +14.1% |
| Meredith Wealth Planning | Wealth advisor | 1.2M | $44.1M | — | +36.9% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Wealth advisor | 1.2M | $43.7M | 6.9% | -0.5% |
| Freedom Investment Management, Inc. | Wealth advisor | 1.2M | $43.6M | 12.9% | -14.1% |
| Millburn Ridgefield LLC /DE/ | Wealth advisor | 1.2M | $43.1M | 0.9% | +18.9% |
| Catalyst Capital Advisors LLC | Wealth advisor | 1.2M | $43.1M | 0.8% | +18.9% |
| Chicago Partners Investment Group LLC | Wealth advisor | 1.1M | $42.8M | 1.0% | +2.5% |
| Greenspring Advisors, LLC | Wealth advisor | 1.1M | $42.1M | 2.6% | +3.3% |
| Burton Enright Welch | Wealth advisor | 1.1M | $40.9M | 5.6% | +3.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.1M | $40.3M | 0.6% | +80.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.