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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
KAS
101
Kestra Advisory Services
Texas
$203K +$202K +8,306 New
2L
102
25 LLC
Missouri
$192K +$63.1K +2,589 +51%
UBS Group
103
UBS Group
Switzerland
$169K +$103K +4,246 +160%
NSG
104
Nalls Sherbakoff Group
Tennessee
$153K
DI
105
Disciplined Investments
Oklahoma
$132K -$148K -6,092 -53%
PFM
106
Phillips Financial Management
Indiana
$80.9K +$80.5K +3,304 New
SIS
107
Strategic Investment Solutions
Illinois
$78.8K -$55.8K -2,289 -41%
AWM
108
Aspire Wealth Management
Massachusetts
$64.2K +$9.38K +385 +17%
Morgan Stanley
109
Morgan Stanley
New York
$61.6K +$61.4K +2,518 New
FFA
110
Farther Finance Advisors
California
$55K +$45.5K +1,866 +488%
WP
111
WealthShield Partners
North Carolina
$43.4K -$1.39K -57 -3%
AF
112
Allworth Financial
California
$40.7K +$40.5K +1,663 New
APC
113
Aspire Private Capital
North Carolina
$24.1K +$24K +984 New
Bank of America
114
Bank of America
North Carolina
$14.5K +$11.6K +478 +412%
LG
115
LAM Group
Oregon
$13.1K +$6.09K +250 +88%
CCA
116
Column Capital Advisors
Indiana
$10.2K +$2.92K +120 +41%
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$8.71K +$512 +21 +6%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$5.9K -$950 -39 -14%
EWA
119
EverSource Wealth Advisors
Alabama
$4.48K +$4.46K +183 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$4.24K +$3K +123 +246%
MCA
121
Maryland Capital Advisors
Maryland
$2.2K
IA
122
IFP Advisors
Florida
$1.81K +$1.8K +74 New
LF
123
Lee Financial
Texas
$270 +$268 +11 New
LGWM
124
Litman Gregory Wealth Management
California
-$20.4M -834,694 Closed
Renaissance Technologies
125
Renaissance Technologies
New York
-$665K -27,500 Closed

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.