DIMENSIONAL US HIGH PROFI ET (DUHP) Institutional Shareholders
DIMENSIONAL US HIGH PROFI ET (DUHP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.61B in DUHP holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DUHP tracked by InsiderSet, reporting ownership valued at approximately $2.14B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.17B, representing an estimated gain of +1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed DUHP value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Focus Partners Wealth, Forum Financial Management, Lp, and several other long-term asset managers with concentrated positions in DIMENSIONAL US HIGH PROFI ET (DUHP).
This page ranks the largest institutional DUHP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
546
Total Reported Value
$10.61B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$2.14B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 2.67% | 51,185,371 | $2,135,965,531 | $2,166,676,754 | +$30,711,223 | +1.44% | |
| Focus Partners Wealth | 0.92% | 21,465,179 | $895,741,950 | $908,621,027 | +$12,879,077 | +1.44% | |
| Forum Financial Management, Lp | 4.65% | 8,669,488 | $361,777,748 | $366,979,427 | +$5,201,679 | +1.44% | |
| Pure Financial Advisors, Llc | 4.39% | 8,256,614 | $344,548,490 | $349,502,471 | +$4,953,981 | +1.44% | |
| Envestnet Asset Management Inc | 0.04% | 4,104,606 | $171,285,212 | $173,747,972 | +$2,462,760 | +1.44% | |
| Apella Capital, Llc | 2.42% | 4,123,403 | $171,121,228 | $174,543,649 | +$3,422,421 | +2.00% | |
| Focus Partners Advisor Solutions, Llc | 1.36% | 3,851,505 | $160,723,314 | $163,034,207 | +$2,310,893 | +1.44% | |
| Allworth Financial Lp | 0.64% | 3,613,141 | $150,776,388 | $152,944,259 | +$2,167,871 | +1.44% | |
| Tci Wealth Advisors, Inc. | 6.06% | 3,354,088 | $139,966,105 | $141,978,545 | +$2,012,440 | +1.44% | |
| Foster Group, Inc. | 3.49% | 3,144,475 | $131,218,956 | $133,105,627 | +$1,886,671 | +1.44% | |
| Assetmark, Inc | 0.22% | 3,078,885 | $128,481,876 | $130,329,202 | +$1,847,326 | +1.44% | |
| Petersen Hastings Wealth Advisors Inc. | 10.56% | 3,014,121 | $125,779,257 | $127,587,742 | +$1,808,485 | +1.44% | |
| Bank Of Montreal | 0.04% | 2,871,276 | $119,818,335 | $121,541,113 | +$1,722,778 | +1.44% | |
| Corient Private Wealth Llc | 0.15% | 2,833,447 | $118,239,761 | $119,939,812 | +$1,700,051 | +1.44% | |
| Alesco Advisors, Llc, An Esl Co | 2.55% | 2,668,836 | $111,370,521 | $112,971,828 | +$1,601,307 | +1.44% | |
| Rw Investment Management Llc | 9.69% | 2,644,596 | $110,358,982 | $111,945,749 | +$1,586,767 | +1.44% | |
| Aprio Wealth Management, Llc | 4.85% | 2,354,573 | $98,256,340 | $99,669,075 | +$1,412,735 | +1.44% | |
| Hb Wealth Management, Llc | 0.52% | 2,227,918 | $92,971,052 | $94,307,769 | +$1,336,717 | +1.44% | |
| Financial Consulate, Inc | 9.80% | 2,109,650 | $88,035,709 | $89,301,485 | +$1,265,776 | +1.44% | |
| Ubs Group Ag | 0.01% | 2,100,442 | $87,651,445 | $88,911,710 | +$1,260,265 | +1.44% | |
| Hightower Advisors, Llc | 0.08% | 2,089,651 | $87,201,122 | $88,454,927 | +$1,253,805 | +1.44% | |
| Beaird Harris Wealth Management, Llc | 5.35% | 2,047,480 | $85,441,355 | $86,669,828 | +$1,228,473 | +1.44% | |
| Beacon Pointe Advisors, Llc | 0.39% | 1,989,330 | $83,014,754 | $84,208,339 | +$1,193,585 | +1.44% | |
| Savant Capital, Llc | 0.24% | 1,938,510 | $81,548,736 | $82,057,128 | +$508,392 | +0.62% | |
| Root Financial Partners, Llc | 3.07% | 1,893,297 | $79,007,302 | $80,143,262 | +$1,135,960 | +1.44% | |
| Vise Technologies, Inc. | 0.87% | 1,846,253 | $77,044,152 | $78,151,889 | +$1,107,737 | +1.44% | |
| Raymond James Financial Inc | 0.02% | 1,745,434 | $72,836,977 | $73,884,221 | +$1,047,244 | +1.44% | |
| Planning Center, Inc. | 6.59% | 1,673,148 | $69,820,466 | $70,824,355 | +$1,003,889 | +1.44% | |
| High Probability Advisors, Llc | 7.18% | 1,609,605 | $67,168,827 | $68,134,580 | +$965,753 | +1.44% | |
| Pathstone Holdings, Llc | 0.26% | 1,789,343 | $65,776,210 | $75,742,889 | +$9,966,679 | +15.15% | |
| Bank Of America Corp | 0.00% | 1,499,680 | $62,581,625 | $63,481,454 | +$899,829 | +1.44% | |
| Bouchey Financial Group Ltd | 3.76% | 1,393,666 | $58,157,662 | $58,993,882 | +$836,220 | +1.44% | |
| Clearstead Advisors, Llc | 0.54% | 1,364,264 | $56,930,736 | $57,749,295 | +$818,559 | +1.44% | |
| Satovsky Asset Management Llc | 8.95% | 1,344,748 | $56,116,340 | $56,923,183 | +$806,843 | +1.44% | |
| Retirement Solution Llc | 10.75% | 1,317,557 | $54,981,644 | $55,772,188 | +$790,544 | +1.44% | |
| Vestmark Advisory Solutions, Inc. | 0.51% | 1,310,344 | $54,680,655 | $55,466,862 | +$786,207 | +1.44% | |
| Leading Edge Financial Planning Llc | 9.56% | 1,286,243 | $53,674,937 | $54,446,666 | +$771,729 | +1.44% | |
| Symmetry Partners, Llc | 2.69% | 1,263,811 | $52,738,837 | $53,497,120 | +$758,283 | +1.44% | |
| Dinuzzo Private Wealth, Inc. | 5.11% | 1,236,979 | $51,619,155 | $52,361,321 | +$742,166 | +1.44% | |
| Market Street Wealth Management Advisors Llc | 7.23% | 1,218,192 | $50,835,161 | $51,566,067 | +$730,906 | +1.44% | |
| Burton Enright Welch | 5.86% | 1,194,965 | $49,865,892 | $50,582,868 | +$716,976 | +1.44% | |
| Meredith Wealth Planning | 11.71% | 1,189,266 | $49,628,078 | $50,341,630 | +$713,552 | +1.44% | |
| Catalyst Capital Advisors Llc | 0.81% | 1,172,200 | $48,915,906 | $49,619,226 | +$703,320 | +1.44% | |
| Millburn Ridgefield Llc | 0.93% | 1,172,200 | $48,915,906 | $49,619,226 | +$703,320 | +1.44% | |
| Greenspring Advisors, Llc | 2.71% | 1,171,057 | $48,868,191 | $49,570,843 | +$702,652 | +1.44% | |
| Phillips Financial Management, Llc | 3.57% | 1,166,460 | $48,676,390 | $49,376,252 | +$699,862 | +1.44% | |
| Safeguard Investment Advisory Group, Llc | 11.22% | 1,164,049 | $48,575,380 | $49,274,194 | +$698,814 | +1.44% | |
| Harbour Investments, Inc. | 0.64% | 1,140,749 | $47,603,466 | $48,287,905 | +$684,439 | +1.44% | |
| Freedom Investment Management, Inc. | 13.06% | 1,124,058 | $46,906,914 | $47,581,375 | +$674,461 | +1.44% | |
| Chicago Partners Investment Group Llc | 0.93% | 1,118,988 | $46,180,635 | $47,366,762 | +$1,186,127 | +2.57% |
Frequently asked questions about DUHP
Who owns the most DUHP stock?
The largest holders of DUHP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US HIGH PROFI ET (DUHP).
Is DUHP widely held by superinvestors?
Many widely followed stocks like DUHP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DUHP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.