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Dimensional International High Profitability ETF
DIHP

106 hedge funds and large institutions have $974M invested in Dimensional International High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 6

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

44% more capital invested

Capital invested by funds: $678M → $974M (+$296M)

31% more funds holding

Funds holding: 81 → 106 (+25)

0.37% more ownership

Funds ownership: 97.66% → 98.03% (+0.37%)

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.69%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
34
Increased
61
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$40M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.1M
3
CCM
Carlson Capital Management
Minnesota
+$20.1M
4
LGWM
Litman Gregory Wealth Management
California
+$19.7M
5
FFM
Forum Financial Management
Illinois
+$17.6M

Top Sellers

1
AP
Adero Partners
California
-$4.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.33M
3
NL
NWAM LLC
Washington
-$777K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$578K
5
Renaissance Technologies
Renaissance Technologies
New York
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
26
Sax Wealth Advisors
New Jersey
$6.52M +$1.15M +49,045 +22%
CAM
27
CPA Asset Management
Florida
$6.01M +$49.6K +2,106 +0.9%
AWM
28
AE Wealth Management
Kansas
$5.55M +$3.8M +161,231 +236%
WW
29
Waterfront Wealth
Kansas
$5.02M +$2.43M +103,183 +99%
SFA
30
Sequoia Financial Advisors
Ohio
$4.51M +$4.4M +186,686 New
BPA
31
Beacon Pointe Advisors
California
$4.47M +$1.13M +48,134 +35%
3LCM
32
3D/L Capital Management
Connecticut
$4.01M +$151K +6,430 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.53M +$383K +16,280 +13%
MWA
34
Mills Wealth Advisors
Texas
$3.4M +$460K +19,555 +16%
RS
35
Retirement Solution
Washington
$3.36M +$3.28M +139,159 New
FTUS
36
Flow Traders U.S.
New York
$3.16M +$70.7K +3,001 +2%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$2.71M +$2.63M +111,875 New
MWP
38
Meredith Wealth Planning
Illinois
$2.46M +$111K +4,735 +5%
AC
39
Applied Capital
Arkansas
$2.38M +$89.5K +3,802 +4%
PWM
40
PBMares Wealth Management
Virginia
$2.34M +$26K +1,106 +1%
RFP
41
RCS Financial Planning
Maryland
$1.98M +$67.9K +2,885 +4%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.94M +$364K +15,446 +24%
OMC
43
Old Mission Capital
Illinois
$1.51M +$1.47M +62,639 New
TIM
44
Tortoise Investment Management
New York
$1.48M +$188K +8,000 +15%
DAS
45
Dynamic Advisor Solutions
Arizona
$1.37M +$1.05M +44,588 +369%
MAA
46
Mraz Amerine & Associates
California
$1.36M +$109K +4,619 +9%
BSW
47
Buckingham Strategic Wealth
Missouri
$1.3M – – –
GTAM
48
Global Trust Asset Management
Florida
$1.26M +$53.1K +2,255 +5%
SHFA
49
SC&H Financial Advisors
Maryland
$1.24M – – –
HCM
50
Hutchinson Capital Management
California
$1.22M +$467K +19,826 +65%
1
2
3 4 5

DIHP Hedge Fund Activity: Q1 2023 in Review

106 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International High Profitability ETF (DIHP) for Q1 2023, worth a combined $974M — up 44% from $678M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DIHP positions and 4 closed out — a net gain of 30 holders — while 61 added to existing stakes and 6 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $40M. The largest seller was Adero Partners, cutting an estimated $4.43M.

  • 106 institutional investors held Dimensional International High Profitability ETF (DIHP) as of Q1 2023, up from 81 in Q4 2022.
  • Funds reported $974M of Dimensional International High Profitability ETF stock for Q1 2023, up 44% quarter-over-quarter.
  • 34 funds opened new Dimensional International High Profitability ETF positions in Q1 2023 and 4 closed out, a net change of +30 holders.
  • The largest Dimensional International High Profitability ETF buyer in Q1 2023 was Mercer Global Advisors, an estimated $40M added.
  • The largest Dimensional International High Profitability ETF seller in Q1 2023 was Adero Partners, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2023.