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Dimensional Emerging Markets High Profitability ETF

50 hedge funds and large institutions have $132M invested in Dimensional Emerging Markets High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4950 (+1)

5% more capital invested

Capital invested by funds: $126M → $132M (+$6.12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.8% less ownership

Funds ownership: 86.66%79.85% (-6.8%)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
34
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$543K -$2.13K -90 -0.4%
Betterment LLC
27
Betterment LLC
New York
$518K +$204K +8,621 +61%
LNC
28
Lincoln National Corp
Pennsylvania
$477K +$185K +7,812 +59%
SWA
29
Sax Wealth Advisors
New Jersey
$400K +$20.6K +872 +5%
EAM
30
Evanson Asset Management
California
$399K +$201K +8,513 +93%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$389K -$429K -18,147 -53%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$343K +$75.3K +3,189 +27%
HighTower Advisors
33
HighTower Advisors
Illinois
$341K +$13.1K +556 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$299K +$17.2K +726 +6%
Osaic Holdings
35
Osaic Holdings
Arizona
$283K +$123K +5,203 +72%
SC
36
Schubert & Co
Texas
$281K -$40.7K -1,724 -12%
Bank of America
37
Bank of America
North Carolina
$248K +$259K +10,948 New
GJIA
38
Glass Jacobson Investment Advisors
Maryland
$235K +$11.3K +477 +5%
Truist Financial
39
Truist Financial
North Carolina
$231K +$35.5K +1,503 +17%
WWM
40
Wolff Wiese Magana
California
$134K +$4.02K +170 +3%
UBS Group
41
UBS Group
Switzerland
$48.7K
NSG
42
Nalls Sherbakoff Group
Tennessee
$44.9K
FFA
43
Farther Finance Advisors
California
$40.5K +$2.67K +113 +7%
AWM
44
Aspire Wealth Management
Massachusetts
$31.6K
APC
45
Aspire Private Capital
North Carolina
$17K +$5.69K +241 +47%
LG
46
LAM Group
Oregon
$9.63K +$8.51K +360 +554%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$8K +$8.29K +351 New
SPIA
48
Steward Partners Investment Advisory
New York
$6.79K
CIAS
49
Capital Investment Advisory Services
North Carolina
$2.42K
US Bancorp
50
US Bancorp
Minnesota
$113 +$118 +5 New

DEHP Hedge Fund Activity: Q3 2023 in Review

50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets High Profitability ETF (DEHP) for Q3 2023, worth a combined $132M — up 4.9% from $126M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DEHP positions and 3 closed out — a net gain of 1 holder — while 34 added to existing stakes and 6 trimmed.

The largest buyer was Symmetry Partners, adding an estimated $3.63M. The largest seller was Unison Advisors, cutting an estimated $3.59M.

  • 50 institutional investors held Dimensional Emerging Markets High Profitability ETF (DEHP) as of Q3 2023, up from 49 in Q2 2023.
  • Funds reported $132M of Dimensional Emerging Markets High Profitability ETF stock for Q3 2023, up 4.9% quarter-over-quarter.
  • 4 funds opened new Dimensional Emerging Markets High Profitability ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Dimensional Emerging Markets High Profitability ETF buyer in Q3 2023 was Symmetry Partners, an estimated $3.63M added.
  • The largest Dimensional Emerging Markets High Profitability ETF seller in Q3 2023 was Unison Advisors, an estimated $3.59M sold.

Based on aggregated 13F filings for Q3 2023.