证券记录 · 已归档季度
DUHP
Dimensional - US High Profitability ETF · Financial Services · Asset Management
51被追踪持有人
+6Δ持有人
96.07M持有股份
$3.55B报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +13.3% ·
股份流向 +2.8% ·
净新建仓位 +11.8%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 4.30M | $180.99M | n/a | n/a |
| Q2 2026 | 52 | +2 | 102.83M | $4.29B | +4 | −2 |
| 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $450,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 12.05K | 新增 | $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 | 新增 | $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 | 新增 | $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 ✦ (被动) | 6.08K | 0.0% | $223,501 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 5.91K | 新增 | $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 | 新增 | $119,249 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Renaissance Technologies | $1.02M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 530 持有人, 249.63M 股份, $9.02B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据