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Dimensional International High Profitability ETF

123 hedge funds and large institutions have $1.35B invested in Dimensional International High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 20

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

140% more call options, than puts

Call options by funds: $12K | Put options by funds: $5K

39% more capital invested

Capital invested by funds: $974M → $1.35B (+$380M)

16% more funds holding

Funds holding: 106123 (+17)

4.73% more ownership

Funds ownership: 98.03%102.75% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
123
Holders Change
+17
Holders Change %
+16.04%
% of All Funds
1.93%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
24
Increased
74
Reduced
20
Closed
7
Calls
$12K
Puts
$5K
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$6.43M +$811K +33,269 +14%
LWM
27
Liberty Wealth Management
California
$6.32M -$1.15M -47,357 -16%
CAM
28
CPA Asset Management
Florida
$6.12M +$37.8K +1,551 +0.6%
FWM
29
Fortress Wealth Management
California
$5.13M +$5.11M +209,697 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.06M +$4.28M +175,825 +568%
SFA
31
Sequoia Financial Advisors
Ohio
$5.03M +$461K +18,936 +10%
BPA
32
Beacon Pointe Advisors
California
$4.78M +$261K +10,701 +6%
OMC
33
Old Mission Capital
Illinois
$4.1M +$2.56M +104,930 +168%
3LCM
34
3D/L Capital Management
Connecticut
$4.08M +$14.9K +610 +0.4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4M +$3.63M +149,020 +1,025%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$3.99M +$1.24M +50,920 +46%
WW
37
Waterfront Wealth
Kansas
$3.83M -$1.32M -54,306 -26%
MWA
38
Mills Wealth Advisors
Texas
$3.63M +$194K +7,962 +6%
RS
39
Retirement Solution
Washington
$3.54M +$133K +5,462 +4%
BSW
40
Buckingham Strategic Wealth
Missouri
$3.2M +$1.75M +71,670 +121%
FTUS
41
Flow Traders U.S.
New York
$3.09M -$109K -4,482 -3%
FIS
42
Fischer Investment Strategies
California
$3.03M +$3.01M +123,638 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.78M +$1.52M +62,183 +121%
MWP
44
Meredith Wealth Planning
Illinois
$2.65M +$155K +6,347 +6%
AC
45
Applied Capital
Arkansas
$2.62M +$211K +8,642 +9%
PWM
46
PBMares Wealth Management
Virginia
$2.48M +$106K +4,363 +5%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.32M -$1.24M -51,074 -35%
JP Morgan Chase
48
JP Morgan Chase
New York
$2.25M +$288K +11,800 +15%
RFP
49
RCS Financial Planning
Maryland
$2.09M +$93.2K +3,824 +5%
VA
50
Verdad Advisers
Massachusetts
$1.97M +$1.96M +80,500 New

DIHP Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International High Profitability ETF (DIHP) for Q2 2023, worth a combined $1.35B — up 39% from $974M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DIHP positions and 7 closed out — a net gain of 17 holders — while 74 added to existing stakes and 20 trimmed.

The largest buyer was Merriman Wealth Management, adding an estimated $89.5M. The largest seller was Litman Gregory Wealth Management, exiting entirely with an estimated $20.4M sold.

  • 123 institutional investors held Dimensional International High Profitability ETF (DIHP) as of Q2 2023, up from 106 in Q1 2023.
  • Funds reported $1.35B of Dimensional International High Profitability ETF stock for Q2 2023, up 39% quarter-over-quarter.
  • 24 funds opened new Dimensional International High Profitability ETF positions in Q2 2023 and 7 closed out, a net change of +17 holders.
  • The largest Dimensional International High Profitability ETF buyer in Q2 2023 was Merriman Wealth Management, an estimated $89.5M added.
  • The largest Dimensional International High Profitability ETF seller in Q2 2023 was Litman Gregory Wealth Management, an estimated $20.4M sold.

Based on aggregated 13F filings for Q2 2023.