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Dimensional Emerging Markets High Profitability ETF

57 hedge funds and large institutions have $150M invested in Dimensional Emerging Markets High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
37
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UA
1
Unison Advisors
District of Columbia
$63.4M +$1.81M +72,731 +3%
SP
2
Symmetry Partners
Connecticut
$13.3M -$2.19M -88,397 -14%
BPA
3
Beacon Pointe Advisors
California
$11.1M +$527K +21,217 +5%
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$5.35M +$35K +1,409 +0.7%
RA
5
RFG Advisory
Alabama
$4.97M +$177K +7,129 +4%
QWM
6
Quadcap Wealth Management
Texas
$4.3M +$928K +37,379 +28%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$4.04M +$631K +25,424 +19%
Jane Street
8
Jane Street
New York
$2.82M -$3.57M -143,916 -56%
CPIG
9
Chicago Partners Investment Group
Illinois
$2.74M +$1.7M +69,727 +163%
NA
10
NewEdge Advisors
Louisiana
$2.73M +$403K +16,238 +17%
WWP
11
Walden Wealth Partners
Ohio
$2.71M +$207K +8,295 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.66M +$348K +14,028 +15%
RS
13
Retirement Solution
Washington
$2.61M +$19.9K +803 +0.8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.61M +$2.15M +86,772 +472%
SFA
15
Sequoia Financial Advisors
Ohio
$1.77M +$175K +7,046 +11%
AC
16
Applied Capital
Arkansas
$1.6M +$56.5K +2,275 +4%
AFA
17
Alpha Financial Advisors
North Carolina
$1.47M -$25.9K -1,042 -2%
MWP
18
Meredith Wealth Planning
Illinois
$1.47M +$160K +6,427 +12%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.25M +$50K +2,015 +4%
AHL
20
Abel Hall LLC
Louisiana
$1.23M +$22.5K +908 +2%
YCG
21
Yeomans Consulting Group
Georgia
$1.17M +$32.8K +1,322 +3%
RFP
22
RCS Financial Planning
Maryland
$1.1M -$155K -6,264 -12%
MWA
23
Mills Wealth Advisors
Texas
$1.06M +$108K +4,371 +11%
LWM
24
Lodestone Wealth Management
Washington
$993K +$38.3K +1,504 +4%
TIM
25
Tortoise Investment Management
New York
$855K +$68.3K +2,750 +9%