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Dimensional International High Profitability ETF

106 hedge funds and large institutions have $974M invested in Dimensional International High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.7%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
34
Increased
61
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AP
1
Adero Partners
California
$136M 5,613,073 -188,285 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$94.7M 3,917,136 +1,618,275 +70%
CCM
3
Carlson Capital Management
Minnesota
$94.5M 3,909,057 +855,118 +28%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$88.5M 3,659,506 +1,697,312 +87%
FFM
5
Forum Financial Management
Illinois
$64M 2,646,671 +747,634 +39%
MWM
6
Merriman Wealth Management
Washington
$58.2M 2,407,895 +112,414 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$42M 1,739,957 +734,846 +73%
PCI
8
Planning Center Inc
Illinois
$37.2M 1,500,954 +335,010 +29%
HPA
9
High Probability Advisors
New York
$30.1M 1,244,674 +131,510 +12%
AWM
10
Aprio Wealth Management
Georgia
$30.1M 1,243,818 +450,290 +57%
Corient Private Wealth
11
Corient Private Wealth
Florida
$25.3M 1,048,056 +116,843 +13%
BA
12
Bridgewater Advisors
New York
$24.1M 998,249 +112,533 +13%
SAM
13
Satovsky Asset Management
New York
$20.4M 834,694 +112,030 +16%
LGWM
14
Litman Gregory Wealth Management
California
$20.4M 834,694 +834,694 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$18.4M 762,918 +81,117 +12%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$15.2M 630,239 +39,167 +7%
Jane Street
17
Jane Street
New York
$12.9M 534,346 +142,298 +36%
EA
18
Efficient Advisors
Ohio
$10.8M 448,135 +4,090 +0.9%
B
19
BetterWealth
California
$10.3M 424,834 +14,425 +4%
PAS
20
Park Avenue Securities
New York
$8.23M 340,212 +36,411 +12%
TWA
21
TCI Wealth Advisors
Arizona
$8.17M 337,850 +7,411 +2%
WFA
22
Websterrogers Financial Advisors
South Carolina
$8.05M 332,752 +27,036 +9%
LWM
23
Liberty Wealth Management
California
$7.35M 305,480 +305,480 New
TWD
24
True Wealth Design
Ohio
$7.24M 299,302 +12,916 +5%
SHWM
25
Silicon Hills Wealth Management
Texas
$6.56M 271,170 +200,657 +285%