DIMENSIONAL US HIGH PROFI ET (DUHP) Institutional Ownership Changes & 13F Activity
DIMENSIONAL US HIGH PROFI ET (DUHP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Corient Private Wealth Llc, Pure Financial Advisors, Llc, Action Point Financial Planning, Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +30,025 | +24.2% | 153,960 | $6.42M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +13,465 | +2.5% | 545,024 | $22.74M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -922,234 | -24.6% | 2,833,446 | $118.24M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -671 | -1.7% | 39,162 | $1.63M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +2,924,177 | +6.0% | 51,655,115 | $2.16B | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -28 | -0.1% | 21,301 | $888.89K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +103,183 | +5.5% | 1,989,330 | $83.01M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +430,878 | +5.5% | 8,256,614 | $344.55M | Q2 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Buy | +13,175 | +7.3% | 192,898 | $8.05M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Buy | +8,240 | +4.0% | 212,437 | $8.86M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +6,791 | — | 6,791 | $283.39K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +6,552 | — | 6,552 | $273.42K | Q2 2026 | Aug 17, 2026 |
| Wealth Management Strategies, Inc. | Buy | +4,131 | +3.7% | 116,224 | $4.85M | Q2 2026 | Aug 17, 2026 |
| Action Point Financial Planning, Llc | Buy | +322,156 | — | 322,156 | $13.44M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +199,316 | +3372.5% | 205,226 | $8.56M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +98,314 | +1320.0% | 105,762 | $4.41M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -84,002 | -20.8% | 319,502 | $13.33M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +80,536 | +4.8% | 1,745,434 | $72.84M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +76,420 | +75.0% | 178,294 | $7.44M | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, Llc | Buy | +75,513 | — | 75,513 | $3.15M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +73,517 | +5.2% | 1,499,680 | $62.58M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +68,812 | +3671.9% | 70,686 | $2.95M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +66,176 | +450.7% | 80,858 | $3.37M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +54,650 | +12.7% | 485,589 | $20.27M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +53,360 | +35.7% | 202,826 | $8.31M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +25,261 | +42.7% | 84,487 | $3.53M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +24,621 | — | 24,621 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +22,729 | +6.6% | 366,690 | $15.31M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -18,946 | -7.4% | 237,898 | $9.93M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +18,609 | +8.3% | 242,967 | $10.14M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about DUHP activity
Which institutional owners are buying DUHP?
Institutional owners buying DUHP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DUHP activity?
"Buy" means an investor increased their reported position in DUHP compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US HIGH PROFI ET (DUHP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DUHP increasing?
Institutional interest in DUHP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.