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Dimensional International High Profitability ETF

190 hedge funds and large institutions have $2.45B invested in Dimensional International High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
2.76%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
27
Increased
120
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
101
Blue Trust Inc
Georgia
$950K
AI
102
Atria Investments
North Carolina
$944K -$392K -14,905 -29%
RFP
103
RCS Financial Planning
Maryland
$907K -$1.19M -45,332 -57%
TWCA
104
Two West Capital Advisors
Kansas
$894K +$894K +33,950 New
KLCM
105
KG&L Capital Management
Louisiana
$870K +$870K +33,072 New
Creative Planning
106
Creative Planning
Kansas
$839K +$186K +7,069 +28%
WP
107
Wealthspan Partners
Iowa
$836K +$145K +5,494 +21%
Truist Financial
108
Truist Financial
North Carolina
$798K +$125K +4,760 +19%
MWM
109
Mattern Wealth Management
Kansas
$791K +$575K +21,839 +266%
IAG
110
Investmark Advisory Group
Connecticut
$750K +$3.79K +144 +0.5%
ALWM
111
Andrews Lucia Wealth Management
California
$737K
FWP
112
Firethorn Wealth Partners
Georgia
$708K +$92K +3,494 +15%
KAS
113
Kestra Advisory Services
Texas
$698K +$222K +8,452 +47%
JTWM
114
Jackson Thornton Wealth Management
Alabama
$672K +$672K +25,516 New
SAG
115
SageView Advisory Group
California
$647K -$132 -5 -0%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$634K +$15.3K +583 +2%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$596K +$103K +3,914 +21%
Morgan Stanley
118
Morgan Stanley
New York
$588K -$1.15M -43,559 -66%
AWM
119
Angeles Wealth Management
California
$556K +$93K +3,535 +20%
CPA
120
Cardiff Park Advisors
California
$547K +$842 +32 +0.2%
CG
121
Caprock Group
Idaho
$532K
DWM
122
Dopkins Wealth Management
New York
$527K +$1.55K +59 +0.3%
LNWWM
123
Laird Norton Wetherby Wealth Management
California
$471K
UBS Group
124
UBS Group
Switzerland
$402K +$7.66K +291 +2%
DI
125
Disciplined Investments
Oklahoma
$401K +$164K +6,232 +69%