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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+30,025+24.2%153,960$6.42MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+13,465+2.5%545,024$22.74MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-922,234-24.6%2,833,446$118.24MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-671-1.7%39,162$1.63MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+2,924,177+6.0%51,655,115$2.16BQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-28-0.1%21,301$888.89KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+103,183+5.5%1,989,330$83.01MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+430,878+5.5%8,256,614$344.55MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcBuy+13,175+7.3%192,898$8.05MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+8,240+4.0%212,437$8.86MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+6,7916,791$283.39KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+6,5526,552$273.42KQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+4,131+3.7%116,224$4.85MQ2 2026Aug 17, 2026
Action Point Financial Planning, LlcBuy+322,156322,156$13.44MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+199,316+3372.5%205,226$8.56MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+98,314+1320.0%105,762$4.41MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-84,002-20.8%319,502$13.33MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+80,536+4.8%1,745,434$72.84MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+76,420+75.0%178,294$7.44MQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcBuy+75,51375,513$3.15MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+73,517+5.2%1,499,680$62.58MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+68,812+3671.9%70,686$2.95MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+66,176+450.7%80,858$3.37MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+54,650+12.7%485,589$20.27MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+53,360+35.7%202,826$8.31MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+25,261+42.7%84,487$3.53MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+24,62124,621$1.03MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+22,729+6.6%366,690$15.31MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-18,946-7.4%237,898$9.93MQ2 2026Aug 14, 2026
Betterment LlcBuy+18,609+8.3%242,967$10.14MQ2 2026Aug 14, 2026
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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.