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Dimensional International High Profitability ETF

81 hedge funds and large institutions have $678M invested in Dimensional International High Profitability ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

111% more capital invested

Capital invested by funds: $322M → $678M (+$356M)

97.66% more ownership

Funds ownership: 0%97.66% (+98%)

45% more funds holding

Funds holding: 5681 (+25)

Holders
81
Holders Change
+25
Holders Change %
+44.64%
% of All Funds
1.3%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.21%
New
34
Increased
36
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Adero Partners
California
$128M +$26.3M +1,236,087 +27%
CCM
2
Carlson Capital Management
Minnesota
$67.3M +$14.9M +701,218 +30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.7M +$46.1M +2,164,205 +1,607%
MWM
4
Merriman Wealth Management
Washington
$50.6M +$4.87M +228,902 +11%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$43.3M +$38.9M +1,827,533 +1,357%
FFM
6
Forum Financial Management
Illinois
$41.9M +$28.5M +1,337,683 +238%
PCI
7
Planning Center Inc
Illinois
$25.7M +$24.8M +1,165,944 New
HPA
8
High Probability Advisors
New York
$24.5M +$10.4M +486,406 +78%
HighTower Advisors
9
HighTower Advisors
Illinois
$22.2M -$9.48M -445,343 -31%
Corient Private Wealth
10
Corient Private Wealth
Florida
$20.5M +$19.8M +931,213 New
BA
11
Bridgewater Advisors
New York
$19.5M +$17.1M +803,103 +972%
AWM
12
Aprio Wealth Management
Georgia
$17.5M +$9.64M +452,624 +133%
SAM
13
Satovsky Asset Management
New York
$16M +$4.44M +208,599 +41%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$15.5M +$4.17M +195,870 +40%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$13M +$4.23M +198,567 +51%
EA
16
Efficient Advisors
Ohio
$9.79M +$9.46M +444,045 New
B
17
BetterWealth
California
$9.05M +$646K +30,346 +8%
Jane Street
18
Jane Street
New York
$8.64M +$8.35M +392,048 New
TWA
19
TCI Wealth Advisors
Arizona
$7.29M +$4.89M +229,528 +227%
WFA
20
Websterrogers Financial Advisors
South Carolina
$6.74M +$6.51M +305,716 New
PAS
21
Park Avenue Securities
New York
$6.7M +$6.47M +303,801 New
TWD
22
True Wealth Design
Ohio
$6.31M +$6.1M +286,386 New
CAM
23
CPA Asset Management
Florida
$5.43M +$5.25M +246,369 New
SWA
24
Sax Wealth Advisors
New Jersey
$4.87M +$2.09M +98,012 +80%
3LCM
25
3D/L Capital Management
Connecticut
$3.52M +$192K +9,030 +6%

DIHP Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International High Profitability ETF (DIHP) for Q4 2022, worth a combined $678M — up 111% from $322M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DIHP positions and 7 closed out — a net gain of 27 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $46.1M. The largest seller was HighTower Advisors, cutting an estimated $9.48M.

  • 81 institutional investors held Dimensional International High Profitability ETF (DIHP) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $678M of Dimensional International High Profitability ETF stock for Q4 2022, up 111% quarter-over-quarter.
  • 34 funds opened new Dimensional International High Profitability ETF positions in Q4 2022 and 7 closed out, a net change of +27 holders.
  • The largest Dimensional International High Profitability ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $46.1M added.
  • The largest Dimensional International High Profitability ETF seller in Q4 2022 was HighTower Advisors, an estimated $9.48M sold.

Based on aggregated 13F filings for Q4 2022.