DUHP

Dimensional US High Profi Et$41.17 0.27%
UnclassifiedUSCUSIP 25434V831· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
414
-140 QoQ
13F Value (tracked)
$8.9B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)36 adding · 6 trimming
Insider net (180d)$0

Price & smart-money activity

$41.17 0.27%4Y +65.2%
$20.08$25.93$31.78$37.63$43.482022202320242025202625521321324427630103393018401766249031104371144211648139539739
Hover for who · click for detailEnd-of-day closing prices52w $35.76 – $41.87

Who owns DUHP?

414 tracked 13F filers

414 tracked 13F filers disclose a position in DUHP as of the latest SEC 13F filings, a combined $8.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MERCER GLOBAL ADVISORS INC /ADV
$1.8B
48.7M
+8.8%
Added · +3.9M sh
Q1 2026
2Focus Partners Wealth
$766.4M
20.4M
+5.6%
Added · +1.1M sh
Q1 2026
3Forum Financial Management, LP
$361.8M
8.7M
+2.5%
Added · +210K sh
Q2 2026
4Pure Financial Advisors, LLC
$287.7M
7.8M
+3.6%
Added · +276K sh
Q1 2026
5Allworth Financial LP
$164.2M
4.5M
+44%
Added · +1.4M sh
Q1 2026
6Apella Capital, LLC
$171.1M
4.1M
+5.9%
Added · +231K sh
Q2 2026
7Corient Private Wealth LLC
$138.1M
3.8M
+26%
Added · +778K sh
Q1 2026
8ENVESTNET ASSET MANAGEMENT INC
$134.4M
3.7M
+19%
Added · +588K sh
Q1 2026
9TCI Wealth Advisors, Inc.
$140.0M
3.4M
+33%
Added · +838K sh
Q2 2026
10Focus Partners Advisor Solutions, LLC
$121.3M
3.3M
+18%
Added · +510K sh
Q1 2026
11Foster Group, Inc.
$131.2M
3.1M
+2.3%
Added · +71K sh
Q2 2026
12ASSETMARK, INC
$128.5M
3.1M
899×
Added · +3.1M sh
Q2 2026
13Petersen Hastings Wealth Advisors Inc.
$125.8M
3.0M
+1.8%
Added · +54K sh
Q2 2026
14BANK OF MONTREAL /CAN/
$100.5M
2.7M
+5.3%
Added · +139K sh
Q1 2026
15Clearstead Advisors, LLC
$99.8M
2.7M
New
+2.7M sh
Q1 2026
16Alesco Advisors, LLC, An ESL Co
$96.7M
2.6M
+0.5%
Added · +14K sh
Q1 2026
17Aprio Wealth Management, LLC
$98.3M
2.4M
−4.1%
Reduced · −102K sh
Q2 2026
18HB Wealth Management, LLC
$93.0M
2.2M
+12%
Added · +240K sh
Q2 2026
19UBS Group AG
$79.0M
2.1M
+11%
Added · +206K sh
Q1 2026
20FINANCIAL CONSULATE, INC
$88.0M
2.1M
+3.5%
Added · +71K sh
Q2 2026
21HighTower Advisors, LLC
$77.5M
2.1M
−9.8%
Reduced · −229K sh
Q1 2026
22Beaird Harris Wealth Management, LLC
$85.4M
2.0M
−4.3%
Reduced · −92K sh
Q2 2026
23Root Financial Partners, LLC
$79.0M
1.9M
+43%
Added · +570K sh
Q2 2026
24Beacon Pointe Advisors, LLC
$69.3M
1.9M
+19%
Added · +308K sh
Q1 2026
25Pathstone Holdings, LLC
$65.8M
1.8M
+3.0%
Added · +52K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DUHP being bought or sold by institutions?

Last quarter, 1 fund opened a new position in DUHP and 35 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
35
funds
Reduced
6
funds
Exited
0
funds

Funds that own DUHP also own

CompanyCo-held byCombined value
APPLE INCAAPL216 funds$50.2B
MICROSOFT CORPMSFT210 funds$43.1B
AMAZON.COM INCAMZN209 funds$28.0B
NVIDIA CORPNVDA207 funds$58.4B
ALPHABET INC-CL AGOOGL200 funds$22.7B
SS SPDR S&P 500 ETF TRUST-USSPY199 funds$7.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B196 funds$9.0B
ALPHABET INC-CL CGOOG194 funds$18.9B
JPMORGAN CHASE & COJPM192 funds$10.7B
VANGUARD S&P 500 ETFVOO188 funds$11.6B
VANGUARD TOTAL STOCK MKT ETFVTI187 funds$11.0B
META PLATFORMS INC-CLASS AMETA186 funds$14.0B

Ranked by how many of DUHP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

256 funds+60 since Q3 2024
0198396Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.6B

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for DUHP

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Ask your agent what changed in DUHP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DUHP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DUHP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DUHP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.