Who Owns DFA US HIGH PROFITABILITY ETF (DUHP)? -- Institutional Holders (2026-06-30)

591 institutions reported holding $10.96B of DFA US HIGH PROFITABILITY ETF (DUHP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($2.16B), Focus Partners Wealth ($895.7M), Forum Financial Management, LP ($361.8M), Pure Financial Advisors, LLC ($344.5M), ENVESTNET ASSET MANAGEMENT INC ($171.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MERCER GLOBAL ADVISORS INC /ADV$2.16B51.7MAdded
2Focus Partners Wealth$895.7M21.5MAdded
3Forum Financial Management, LP$361.8M8.7MAdded
4Pure Financial Advisors, LLC$344.5M8.3MAdded
5ENVESTNET ASSET MANAGEMENT INC$171.3M4.1MAdded
6Apella Capital, LLC$171.1M4.1MAdded
7Focus Partners Advisor Solutions, LLC$160.7M3.9MAdded
8Allworth Financial LP$150.8M3.6MTrimmed
9TCI Wealth Advisors, Inc.$140.0M3.4MAdded
10Foster Group, Inc.$131.2M3.1MAdded
11ASSETMARK, INC$128.5M3.1MAdded
12Petersen Hastings Wealth Advisors Inc.$125.8M3.0MAdded
13BANK OF MONTREAL /CAN/$119.8M2.9MAdded
14Corient Private Wealth LLC$118.2M2.8MTrimmed
15Alesco Advisors LLC$111.4M2.7MAdded
16PARK AVENUE SECURITIES LLC$110.5M2.6MAdded
17RW Investment Management LLC$110.4M2.6MAdded
18Aprio Wealth Management, LLC$98.3M2.4MTrimmed
19HB Wealth Management, LLC$93.0M2.2MAdded
20FINANCIAL CONSULATE, INC$88.0M2.1MAdded
21UBS Group AG$87.7M2.1MTrimmed
22HighTower Advisors, LLC$87.2M2.1MTrimmed
23Beaird Harris Wealth Management, LLC$85.4M2.0MTrimmed
24Beacon Pointe Advisors, LLC$83.0M2.0MAdded
25Savant Capital, LLC$81.5M1.9MAdded

Source: SEC Form 13F filings · as of 2026-06-30