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Dimensional Emerging Markets High Profitability ETF

64 hedge funds and large institutions have $161M invested in Dimensional Emerging Markets High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

12% more funds holding

Funds holding: 5764 (+7)

7.39% more ownership

Funds ownership: 74.73%82.13% (+7.4%)

7% more capital invested

Capital invested by funds: $150M → $161M (+$10.6M)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
36
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UA
1
Unison Advisors
District of Columbia
$32.8M -$32.8M -1,292,715 -51%
EFP
2
Elser Financial Planning
Indiana
$24M +$22.8M +896,368 New
BPA
3
Beacon Pointe Advisors
California
$12.1M +$476K +18,730 +4%
SP
4
Symmetry Partners
Connecticut
$11.1M -$2.76M -108,592 -20%
Jane Street
5
Jane Street
New York
$7.93M +$4.85M +190,812 +168%
RS
6
Retirement Solution
Washington
$5.81M +$2.99M +117,861 +112%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$5.69M +$81.4K +3,205 +1%
QWM
8
Quadcap Wealth Management
Texas
$5.67M +$1.13M +44,603 +26%
RA
9
RFG Advisory
Alabama
$5.36M +$147K +5,796 +3%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$4.01M -$214K -8,439 -5%
CPIG
11
Chicago Partners Investment Group
Illinois
$3.2M +$359K +14,122 +13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.98M +$188K +7,396 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.91M +$165K +6,508 +6%
NA
14
NewEdge Advisors
Louisiana
$2.9M +$43.4K +1,710 +2%
WWP
15
Walden Wealth Partners
Ohio
$2.9M +$76.1K +2,995 +3%
SFA
16
Sequoia Financial Advisors
Ohio
$2.14M +$274K +10,795 +15%
MWP
17
Meredith Wealth Planning
Illinois
$1.78M +$230K +9,045 +15%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.66M +$800K +31,505 +99%
AC
19
Applied Capital
Arkansas
$1.64M -$33.6K -1,323 -2%
SAG
20
SageView Advisory Group
California
$1.59M +$1.34M +52,909 +634%
AFA
21
Alpha Financial Advisors
North Carolina
$1.55M +$5.56K +219 +0.4%
LWM
22
Lodestone Wealth Management
Washington
$1.36M +$304K +11,988 +31%
AHL
23
Abel Hall LLC
Louisiana
$1.34M +$52.7K +2,074 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.31M +$6.02K +237 +0.5%
YCG
25
Yeomans Consulting Group
Georgia
$1.26M +$29.7K +1,169 +2%

DEHP Hedge Fund Activity: Q2 2024 in Review

64 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets High Profitability ETF (DEHP) for Q2 2024, worth a combined $161M — up 7.1% from $150M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DEHP positions and 4 closed out — a net gain of 7 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $4.85M. The largest seller was Unison Advisors, cutting an estimated $32.8M.

  • 64 institutional investors held Dimensional Emerging Markets High Profitability ETF (DEHP) as of Q2 2024, up from 57 in Q1 2024.
  • Funds reported $161M of Dimensional Emerging Markets High Profitability ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 11 funds opened new Dimensional Emerging Markets High Profitability ETF positions in Q2 2024 and 4 closed out, a net change of +7 holders.
  • The largest Dimensional Emerging Markets High Profitability ETF buyer in Q2 2024 was Jane Street, an estimated $4.85M added.
  • The largest Dimensional Emerging Markets High Profitability ETF seller in Q2 2024 was Unison Advisors, an estimated $32.8M sold.

Based on aggregated 13F filings for Q2 2024.