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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
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
Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$1.06M +$417K +17,191 +65%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.01M +$230K +9,739 +29%
LWM
28
Lodestone Wealth Management
Washington
$935K +$85.6K +3,431 +10%
MWA
29
Mills Wealth Advisors
Texas
$933K +$165K +6,807 +21%
TIM
30
Tortoise Investment Management
New York
$769K +$24.2K +1,000 +3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$683K +$2.93K +121 +0.4%
Betterment LLC
32
Betterment LLC
New York
$596K +$41.8K +1,724 +8%
UBS Group
33
UBS Group
Switzerland
$550K +$498K +20,545 +956%
EAM
34
Evanson Asset Management
California
$550K +$123K +5,060 +29%
LNC
35
Lincoln National Corp
Pennsylvania
$544K +$32.7K +1,350 +6%
WP
36
WealthSource Partners
California
$539K -$42.8K -1,764 -7%
AFO
37
Arrowroot Family Office
California
$493K +$493K +20,328 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$446K +$77.9K +3,212 +21%
SWA
39
Sax Wealth Advisors
New Jersey
$444K +$16.6K +685 +4%
GJIA
40
Glass Jacobson Investment Advisors
Maryland
$440K +$188K +7,751 +75%
Bank of America
41
Bank of America
North Carolina
$430K +$165K +6,801 +62%
Citadel Advisors
42
Citadel Advisors
Florida
$382K +$382K +15,741 New
HighTower Advisors
43
HighTower Advisors
Illinois
$359K -$5.56K -229 -2%
Osaic Holdings
44
Osaic Holdings
Arizona
$329K +$26.7K +1,102 +9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$323K +$2.96K +122 +0.9%
SC
46
Schubert & Co
Texas
$312K +$10.7K +441 +4%
Truist Financial
47
Truist Financial
North Carolina
$301K +$54K +2,229 +22%
EFP
48
Envision Financial Planning
Tennessee
$219K +$219K +9,049 New
FWP
49
Firethorn Wealth Partners
Georgia
$214K +$214K +8,829 New
NSG
50
Nalls Sherbakoff Group
Tennessee
$48.1K