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Dimensional International High Profitability ETF
DIHP

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.

New
Increased
Maintained
Reduced
Closed

917% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 6

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

44% more capital invested

Capital invested by funds: $678M → $974M (+$296M)

31% more funds holding

Funds holding: 81 → 106 (+25)

0.37% more ownership

Funds ownership: 97.66% → 98.03% (+0.37%)

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.69%
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
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$40M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.1M
3
CCM
Carlson Capital Management
Minnesota
+$20.1M
4
LGWM
Litman Gregory Wealth Management
California
+$19.7M
5
FFM
Forum Financial Management
Illinois
+$17.6M

Top Sellers

1
AP
Adero Partners
California
-$4.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.33M
3
NL
NWAM LLC
Washington
-$777K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$578K
5
Renaissance Technologies
Renaissance Technologies
New York
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Adero Partners
California
$136M -$4.43M -188,285 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$94.7M +$38.1M +1,618,275 +70%
CCM
3
Carlson Capital Management
Minnesota
$94.5M +$20.1M +855,118 +28%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$88.5M +$40M +1,697,312 +87%
FFM
5
Forum Financial Management
Illinois
$64M +$17.6M +747,634 +39%
MWM
6
Merriman Wealth Management
Washington
$58.2M +$2.65M +112,414 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$42M +$17.3M +734,846 +73%
PCI
8
Planning Center Inc
Illinois
$37.2M +$7.89M +335,010 +29%
HPA
9
High Probability Advisors
New York
$30.1M +$3.1M +131,510 +12%
AWM
10
Aprio Wealth Management
Georgia
$30.1M +$10.6M +450,290 +57%
Corient Private Wealth
11
Corient Private Wealth
Florida
$25.3M +$2.75M +116,843 +13%
BA
12
Bridgewater Advisors
New York
$24.1M +$2.65M +112,533 +13%
SAM
13
Satovsky Asset Management
New York
$20.4M +$2.64M +112,030 +16%
LGWM
14
Litman Gregory Wealth Management
California
$20.4M +$19.7M +834,694 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$18.4M +$1.91M +81,117 +12%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$15.2M +$922K +39,167 +7%
Jane Street
17
Jane Street
New York
$12.9M +$3.35M +142,298 +36%
EA
18
Efficient Advisors
Ohio
$10.8M +$96.3K +4,090 +0.9%
B
19
BetterWealth
California
$10.3M +$340K +14,425 +4%
PAS
20
Park Avenue Securities
New York
$8.23M +$857K +36,411 +12%
TWA
21
TCI Wealth Advisors
Arizona
$8.17M +$174K +7,411 +2%
WFA
22
Websterrogers Financial Advisors
South Carolina
$8.05M +$637K +27,036 +9%
LWM
23
Liberty Wealth Management
California
$7.35M +$7.19M +305,480 New
TWD
24
True Wealth Design
Ohio
$7.24M +$304K +12,916 +5%
SHWM
25
Silicon Hills Wealth Management
Texas
$6.56M +$4.72M +200,657 +285%
1
2 3 4 5

DIHP Hedge Fund Activity: Q1 2023 in Review

106 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International High Profitability ETF (DIHP) for Q1 2023, worth a combined $974M — up 44% from $678M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DIHP positions and 4 closed out — a net gain of 30 holders — while 61 added to existing stakes and 6 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $40M. The largest seller was Adero Partners, cutting an estimated $4.43M.

  • 106 institutional investors held Dimensional International High Profitability ETF (DIHP) as of Q1 2023, up from 81 in Q4 2022.
  • Funds reported $974M of Dimensional International High Profitability ETF stock for Q1 2023, up 44% quarter-over-quarter.
  • 34 funds opened new Dimensional International High Profitability ETF positions in Q1 2023 and 4 closed out, a net change of +30 holders.
  • The largest Dimensional International High Profitability ETF buyer in Q1 2023 was Mercer Global Advisors, an estimated $40M added.
  • The largest Dimensional International High Profitability ETF seller in Q1 2023 was Adero Partners, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2023.