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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
UA
1
Unison Advisors
District of Columbia
$60.2M +$434K +18,803 +0.8%
SP
2
Symmetry Partners
Connecticut
$15.1M -$1.5M -65,088 -9%
BPA
3
Beacon Pointe Advisors
California
$10.3M +$611K +26,467 +7%
Jane Street
4
Jane Street
New York
$6.25M -$1.41M -60,983 -19%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$5.19M +$4.94M +214,034 New
RA
6
RFG Advisory
Alabama
$4.68M -$1.58M -68,323 -26%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$3.33M +$642K +27,830 +25%
QWM
8
Quadcap Wealth Management
Texas
$3.29M +$3.13M +135,848 New
SC
9
Savant Capital
Illinois
$2.59M +$2.47M +107,007 New
RS
10
Retirement Solution
Washington
$2.53M +$60.6K +2,628 +3%
AWM
11
AE Wealth Management
Kansas
$2.49M +$77.7K +3,367 +3%
WWP
12
Walden Wealth Partners
Ohio
$2.43M +$2.31M +100,016 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.26M +$58.6K +2,542 +3%
NA
14
NewEdge Advisors
Louisiana
$2.19M +$1.39M +60,177 +180%
SFA
15
Sequoia Financial Advisors
Ohio
$1.56M +$249K +10,775 +20%
AC
16
Applied Capital
Arkansas
$1.51M +$25.7K +1,115 +2%
AFA
17
Alpha Financial Advisors
North Carolina
$1.46M +$175K +7,593 +14%
OMC
18
Old Mission Capital
Illinois
$1.35M -$1.78M -77,383 -58%
MWP
19
Meredith Wealth Planning
Illinois
$1.28M +$1.22M +52,905 New
SAG
20
SageView Advisory Group
California
$1.25M +$1.23M +53,470 New
RFP
21
RCS Financial Planning
Maryland
$1.23M +$61.8K +2,678 +6%
AHL
22
Abel Hall LLC
Louisiana
$1.17M +$1.12M +48,453 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.17M -$360K -15,602 -24%
YCG
24
Yeomans Consulting Group
Georgia
$1.12M +$1.06M +46,002 New
Morgan Stanley
25
Morgan Stanley
New York
$1.1M +$1.05M +45,480 New

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.