Effectdossier · gearchiveerd kwartaal
DUHP
Dimensional - US High Profitability ETF · Financial Services · Asset Management
51Gevolgde houders
+6Δ houders
96.07MGehouden aandelen
$3.55BGerapporteerde waarde
+7Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.3% ·
aandelenstroom +2.8% ·
netto nieuwe posities +11.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.12M | $47.70M | n/a | −1 |
| Q2 2026 | 51 | +2 | 100.74M | $4.20B | +4 | −3 |
| Q1 2026 | 51 | +6 | 96.07M | $3.55B | +7 | −1 |
| Q4 2025 | 45 | 0 | 93.42M | $3.55B | n/a | n/a |
| Q3 2025 | 6 | 0 | 1.21M | $44.69M | +1 | −1 |
| Q2 2025 | 4 | 0 | 97.85K | $3.48M | +1 | −1 |
| Q1 2025 | 3 | +2 | 72.15K | $2.39M | +2 | n/a |
| Q4 2024 | 1 | -2 | 12.81K | $432,816 | n/a | −2 |
| Q3 2024 | 3 | +1 | 196.30K | $6.69M | +1 | n/a |
| Q2 2024 | 2 | n/a | 66.20K | $2.12M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 48.73M | +8.8% | $1.79B | 2.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 20.39M | +5.6% | $766.43M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 3 | Corient Private Wealth LP | 3.76M | -40.3% | $138.09M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 3.66M | +19.1% | $134.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 2.73M | +5.3% | $100.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 2.15M | +10.6% | $78.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 2.11M | -9.8% | $77.48M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.66M | -11.1% | $61.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Wealth Enhancement Advisory… | 1.55M | -44.8% | $57.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 1.43M | +6.5% | $52.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Mariner, LLC | 1.32M | +9.2% | $48.58M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Baird Financial Group, Inc. | 835.00K | +3.7% | $30.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 654.86K | +2.7% | $24.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 642.11K | +28.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | LPL Financial LLC | 613.66K | -0.3% | $22.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 457.07K | -2.5% | $16.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Osaic Holdings, Inc. | 430.94K | -25.5% | $15.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Royal Bank Of Canada | 403.50K | -12.1% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 19 | Cerity Partners LLC | 343.96K | +1771.8% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | UBS AM, a distinct business unit of… | 287.88K | Nieuw | $10.58M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 258.22K | +14.9% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Financial Engines Advisors L.L.C. | 256.84K | -1.8% | $9.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 208.42K | +16.6% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 168.60K | +3.1% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Jones Financial Companies Lllp | 149.47K | +38.0% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Creative Planning | 123.72K | +60.4% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 101.87K | +27.3% | $3.74M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 98.32K | -5.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 29 | Northwestern Mutual Wealth… | 93.41K | +33.8% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 79.89K | -14.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 68.89K | -12.4% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citigroup Inc | 66.67K | +33.9% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Qube Research & Technologies Ltd | 59.23K | -42.5% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Sei Investments Co | 36.93K | +41.4% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 15.05K | +283.4% | $553,074 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | Cetera Investment Advisers | 14.99K | -0.4% | $551,147 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 14.68K | +7.1% | $539,710 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Hrt Financial Lp | 12.26K | Nieuw | $450,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 12.05K | Nieuw | $443,105 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 9.64K | +0.7% | $354,514 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Brown Advisory Inc | 8.83K | 0.0% | $324,701 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Jane Street Group, Llc | 8.78K | Nieuw | $322,569 | 0.0% | New | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 7.45K | +2.9% | $273,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 6.87K | +7.2% | $252,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 6.44K | Nieuw | $236,856 | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | Pnc Financial Services Group, Inc. | 6.35K | -32.0% | $233,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 6.08K | 0.0% | $223,501 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 5.91K | Nieuw | $217,252 | 0.0% | New | 1 | SEC ↗ |
| 49 | Cwm, Llc | 3.90K | -92.2% | $143,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 3.42K | +1442.3% | $125,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Blair William & Co/Il | 3.24K | Nieuw | $119,249 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS AM, a distinct business… | $10.58M | 0.0% |
| Hrt Financial Lp | $450,000 | 0.0% |
| Fifth Third Bancorp | $443,105 | 0.0% |
| Jane Street Group, Llc | $322,569 | 0.0% |
| Bank of New York Mellon Corp | $236,856 | 0.0% |
| Goldman Sachs Group | $217,252 | 0.0% |
| Blair William & Co/Il | $119,249 | 0.0% |
Verlaten
| Renaissance Technologies | $1.02M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 530 houders, 249.63M aandelen, $9.02B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API