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Dimensional Emerging Markets High Profitability ETF

58 hedge funds and large institutions have $150M invested in Dimensional Emerging Markets High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 8

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

16% more funds holding

Funds holding: 5058 (+8)

14% more capital invested

Capital invested by funds: $132M → $150M (+$18.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 79.85%79.49% (-0.37%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
32
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.06M +$397K +17,191 +65%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.01M +$225K +9,739 +29%
LWM
28
Lodestone Wealth Management
Washington
$935K +$79.1K +3,431 +10%
MWA
29
Mills Wealth Advisors
Texas
$933K +$157K +6,807 +21%
TIM
30
Tortoise Investment Management
New York
$769K +$23.1K +1,000 +3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$683K +$2.79K +121 +0.4%
Betterment LLC
32
Betterment LLC
New York
$596K +$39.8K +1,724 +8%
UBS Group
33
UBS Group
Switzerland
$550K +$474K +20,545 +956%
EAM
34
Evanson Asset Management
California
$550K +$117K +5,060 +29%
LNC
35
Lincoln National Corp
Pennsylvania
$544K +$31.1K +1,350 +6%
WP
36
WealthSource Partners
California
$539K -$40.7K -1,764 -7%
AFO
37
Arrowroot Family Office
California
$493K +$469K +20,328 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$446K +$74.1K +3,212 +21%
SWA
39
Sax Wealth Advisors
New Jersey
$444K +$15.8K +685 +4%
GJIA
40
Glass Jacobson Investment Advisors
Maryland
$440K +$179K +7,751 +75%
Bank of America
41
Bank of America
North Carolina
$430K +$157K +6,801 +62%
Citadel Advisors
42
Citadel Advisors
Florida
$382K +$363K +15,741 New
HighTower Advisors
43
HighTower Advisors
Illinois
$359K -$5.28K -229 -2%
Osaic Holdings
44
Osaic Holdings
Arizona
$329K +$25.4K +1,102 +9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$323K +$2.81K +122 +0.9%
SC
46
Schubert & Co
Texas
$312K +$10.2K +441 +4%
Truist Financial
47
Truist Financial
North Carolina
$301K +$51.4K +2,229 +22%
EFP
48
Envision Financial Planning
Tennessee
$219K +$209K +9,049 New
FWP
49
Firethorn Wealth Partners
Georgia
$214K +$204K +8,829 New
NSG
50
Nalls Sherbakoff Group
Tennessee
$48.1K

DEHP Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets High Profitability ETF (DEHP) for Q4 2023, worth a combined $150M — up 14% from $132M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DEHP positions and 7 closed out — a net gain of 8 holders — while 32 added to existing stakes and 8 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $2.47M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $4.53M sold.

  • 58 institutional investors held Dimensional Emerging Markets High Profitability ETF (DEHP) as of Q4 2023, up from 50 in Q3 2023.
  • Funds reported $150M of Dimensional Emerging Markets High Profitability ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new Dimensional Emerging Markets High Profitability ETF positions in Q4 2023 and 7 closed out, a net change of +8 holders.
  • The largest Dimensional Emerging Markets High Profitability ETF buyer in Q4 2023 was Savant Capital, an estimated $2.47M added.
  • The largest Dimensional Emerging Markets High Profitability ETF seller in Q4 2023 was Dimensional Fund Advisors, an estimated $4.53M sold.

Based on aggregated 13F filings for Q4 2023.