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Dimensional Emerging Markets High Profitability ETF

67 hedge funds and large institutions have $138M invested in Dimensional Emerging Markets High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
10
Increased
30
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UA
1
Unison Advisors
District of Columbia
$33.1M -$854K -31,784 -3%
BPA
2
Beacon Pointe Advisors
California
$12.9M +$329K +12,248 +3%
QWM
3
Quadcap Wealth Management
Texas
$6.54M +$688K +25,602 +12%
WANY
4
Wealthspire Advisors (New York)
New York
$6.44M +$6.44M +239,708 New
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$5.96M +$80.4K +2,994 +1%
RA
6
RFG Advisory
Alabama
$5.96M +$423K +15,724 +8%
RS
7
Retirement Solution
Washington
$5.93M -$71.2K -2,647 -1%
NA
8
NewEdge Advisors
Louisiana
$4.94M +$1.95M +72,421 +65%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$4.66M +$515K +19,184 +12%
FWM
10
Fortress Wealth Management
California
$3.46M +$3.46M +128,743 New
VBA
11
von Borstel & Associates
Oregon
$3.4M +$3.4M +126,530 New
CPIG
12
Chicago Partners Investment Group
Illinois
$3.37M +$38.2K +1,451 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.16M +$159K +5,926 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.14M +$58.2K +2,165 +2%
SFA
15
Sequoia Financial Advisors
Ohio
$2.39M +$176K +6,541 +8%
SC
16
Savant Capital
Illinois
$2.25M +$2.25M +83,831 New
MWP
17
Meredith Wealth Planning
Illinois
$2.01M +$173K +6,432 +9%
Jane Street
18
Jane Street
New York
$1.99M -$6.2M -230,682 -76%
AC
19
Applied Capital
Arkansas
$1.75M +$51.3K +1,908 +3%
AFA
20
Alpha Financial Advisors
North Carolina
$1.6M -$1.85K -69 -0.1%
LWM
21
Lodestone Wealth Management
Washington
$1.39M -$46.3K -1,646 -3%
AHL
22
Abel Hall LLC
Louisiana
$1.37M -$14.2K -530 -1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.34M -$10.5K -389 -0.8%
YCG
24
Yeomans Consulting Group
Georgia
$1.33M +$30.9K +1,149 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.28M +$293K +10,917 +30%