Lutz Financial Services LLC Has $21.25 Million Stake in Dimensional US High Profitability ETF $DUHP

Lutz Financial Services LLC lifted its position in Dimensional US High Profitability ETF (NYSEARCA:DUHP) by 2.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 578,161 shares of the company’s stock after buying an additional 15,786 shares during the quarter. Dimensional US High Profitability ETF comprises 1.4% of Lutz Financial Services LLC’s investment portfolio, making the stock its 18th largest holding. Lutz Financial Services LLC owned 0.20% of Dimensional US High Profitability ETF worth $21,253,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Petersen Hastings Wealth Advisors Inc. acquired a new stake in Dimensional US High Profitability ETF in the fourth quarter valued at approximately $108,832,000. Mercer Global Advisors Inc. ADV increased its stake in shares of Dimensional US High Profitability ETF by 6.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 42,604,612 shares of the company’s stock worth $1,609,176,000 after purchasing an additional 2,484,185 shares during the last quarter. Allworth Financial LP increased its stake in shares of Dimensional US High Profitability ETF by 187.4% during the 3rd quarter. Allworth Financial LP now owns 2,961,456 shares of the company’s stock worth $111,854,000 after purchasing an additional 1,931,114 shares during the last quarter. Corient Private Wealth LLC raised its holdings in shares of Dimensional US High Profitability ETF by 90.6% during the 4th quarter. Corient Private Wealth LLC now owns 3,310,640 shares of the company’s stock valued at $125,482,000 after purchasing an additional 1,573,405 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in shares of Dimensional US High Profitability ETF by 5,312.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,456,563 shares of the company’s stock valued at $55,393,000 after purchasing an additional 1,429,651 shares in the last quarter.

Dimensional US High Profitability ETF Trading Down 0.7%

DUHP stock opened at $41.58 on Tuesday. Dimensional US High Profitability ETF has a 1 year low of $35.59 and a 1 year high of $41.92. The company has a fifty day simple moving average of $40.87 and a 200 day simple moving average of $39.25. The firm has a market cap of $12.32 billion, a PE ratio of 24.91 and a beta of 0.94.

About Dimensional US High Profitability ETF

The Dimensional US High Profitability ETF (DUHP) is an exchange-traded fund that mostly invests in large cap equity. The fund invests in a broad and diverse group of large-cap US stocks actively selected based on perceived higher profitability relative to other US large-cap companies. DUHP was launched on Feb 23, 2022 and is managed by Dimensional.