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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$181M +$84.3M +3,459,330 +88%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$175M +$85.1M +3,493,283 +95%
MWM
3
Merriman Wealth Management
Washington
$149M +$89.5M +3,671,261 +152%
AP
4
Adero Partners
California
$138M +$186K +7,635 +0.1%
FFM
5
Forum Financial Management
Illinois
$126M +$61.3M +2,514,126 +95%
CCM
6
Carlson Capital Management
Minnesota
$108M +$12.4M +507,305 +13%
HighTower Advisors
7
HighTower Advisors
Illinois
$44.3M +$1.71M +70,355 +4%
PCI
8
Planning Center Inc
Illinois
$37.4M +$694K +28,489 +2%
HPA
9
High Probability Advisors
New York
$32.5M +$2.04M +83,845 +7%
AWM
10
Aprio Wealth Management
Georgia
$30M -$407K -16,711 -1%
Corient Private Wealth
11
Corient Private Wealth
Florida
$28.7M +$3.07M +126,050 +12%
BA
12
Bridgewater Advisors
New York
$25.5M +$1.05M +42,930 +4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$21.2M +$2.08M +85,378 +11%
SAM
14
Satovsky Asset Management
New York
$20.7M +$272K +11,169 +1%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$16.6M +$1.15M +47,356 +8%
Jane Street
16
Jane Street
New York
$11.1M -$1.97M -80,952 -15%
EA
17
Efficient Advisors
Ohio
$10.9M -$23.4K -960 -0.2%
B
18
BetterWealth
California
$10.4M +$47.7K +1,957 +0.5%
PAS
19
Park Avenue Securities
New York
$9.59M +$1.26M +51,587 +15%
SWA
20
Sax Wealth Advisors
New Jersey
$8.99M +$2.37M +97,394 +36%
WFA
21
Websterrogers Financial Advisors
South Carolina
$8.46M +$317K +13,004 +4%
TWA
22
TCI Wealth Advisors
Arizona
$8.44M +$173K +7,086 +2%
TWD
23
True Wealth Design
Ohio
$8.2M +$874K +35,853 +12%
SHWM
24
Silicon Hills Wealth Management
Texas
$6.61M -$28.5K -1,168 -0.4%
WA
25
Waverly Advisors
Alabama
$6.5M +$6.47M +265,498 New

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.