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Dimensional International High Profitability ETF

165 hedge funds and large institutions have $1.74B invested in Dimensional International High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
165
Holders Change
+26
Holders Change %
+18.71%
% of All Funds
2.42%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.31%
New
38
Increased
85
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
26
Websterrogers Financial Advisors
South Carolina
$10.1M +$333K +12,970 +3%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$9.33M +$6.43M +250,414 +221%
AWM
28
AE Wealth Management
Kansas
$8.53M +$953K +37,276 +13%
GFA
29
Grunden Financial Advisory
Texas
$8.42M +$8.42M +328,284 New
GOCP
30
Great Oak Capital Partners
Massachusetts
$8.03M +$8.03M +313,033 New
WWP
31
Walden Wealth Partners
Ohio
$7.89M +$7.89M +307,447 New
WA
32
Waverly Advisors
Alabama
$7.7M +$699K +27,244 +10%
FIS
33
Fischer Investment Strategies
California
$7.62M +$4.73M +184,491 +164%
SFA
34
Sequoia Financial Advisors
Ohio
$7.09M +$1.51M +58,700 +27%
CAM
35
CPA Asset Management
Florida
$6.92M +$271K +10,557 +4%
MWP
36
Meredith Wealth Planning
Illinois
$6.85M +$3.14M +122,447 +85%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$6.8M +$1.2M +46,675 +21%
LWM
38
Liberty Wealth Management
California
$6.67M -$18.7K -730 -0.3%
NA
39
NewEdge Advisors
Louisiana
$6.33M +$4.81M +191,358 +317%
OA
40
Oceanside Advisors
South Carolina
$6.1M +$6.1M +237,645 New
BPA
41
Beacon Pointe Advisors
California
$6.03M -$59.2K -2,307 -1%
FWM
42
Fortress Wealth Management
California
$4.81M -$1.17M -45,572 -20%
MWA
43
Mills Wealth Advisors
Texas
$4.43M +$365K +14,233 +9%
MGW
44
MB Generational Wealth
Washington
$4.34M +$4.34M +168,999 New
WW
45
Waterfront Wealth
Kansas
$4.15M -$46.9K -1,827 -1%
DAS
46
Dynamic Advisor Solutions
Arizona
$4.02M +$550K +21,839 +16%
RS
47
Retirement Solution
Washington
$3.96M +$84.7K +3,301 +2%
PWM
48
PBMares Wealth Management
Virginia
$3.87M +$1.25M +48,678 +48%
FIM
49
Freedom Investment Management
Connecticut
$3.77M +$3.77M +147,073 New
Bank of America
50
Bank of America
North Carolina
$3.29M +$1.24M +48,177 +60%