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Dimensional International High Profitability ETF

139 hedge funds and large institutions have $1.42B invested in Dimensional International High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 14

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

140% more call options, than puts

Call options by funds: $12K | Put options by funds: $5K

13% more funds holding

Funds holding: 123139 (+16)

5% more capital invested

Capital invested by funds: $1.35B → $1.42B (+$69.2M)

0.35% less ownership

Funds ownership: 102.75%102.4% (-0.35%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
139
Holders Change
+16
Holders Change %
+13.01%
% of All Funds
2.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
22
Increased
95
Reduced
14
Closed
5
Calls
$12K
Puts
$5K
Net Calls
+$7K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$211M +$41.4M +1,709,028 +23%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$205M +$41.4M +1,707,759 +24%
FFM
3
Forum Financial Management
Illinois
$137M +$18.3M +754,781 +15%
AP
4
Adero Partners
California
$132M +$1.79M +73,952 +1%
CCM
5
Carlson Capital Management
Minnesota
$107M +$5.07M +209,389 +5%
MWM
6
Merriman Wealth Management
Washington
$65.2M -$79.2M -3,267,911 -54%
Jane Street
7
Jane Street
New York
$55.9M +$47.5M +1,959,115 +432%
HighTower Advisors
8
HighTower Advisors
Illinois
$41.1M -$876K -36,174 -2%
PCI
9
Planning Center Inc
Illinois
$37.6M +$2.27M +93,725 +6%
HPA
10
High Probability Advisors
New York
$31.7M +$896K +37,004 +3%
AWM
11
Aprio Wealth Management
Georgia
$30M +$1.57M +64,904 +5%
Corient Private Wealth
12
Corient Private Wealth
Florida
$29.4M +$2.23M +92,245 +8%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$26.9M +$6.38M +263,362 +31%
BA
14
Bridgewater Advisors
New York
$25.1M +$1.04M +43,079 +4%
SAM
15
Satovsky Asset Management
New York
$20.4M +$821K +33,896 +4%
SIS
16
Strategic Investment Solutions
Illinois
$18.7M +$18.7M +770,770 +23,392%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$16.6M +$978K +40,369 +6%
EA
18
Efficient Advisors
Ohio
$10.9M +$530K +21,885 +5%
PAS
19
Park Avenue Securities
New York
$10.4M +$1.37M +56,711 +14%
SWA
20
Sax Wealth Advisors
New Jersey
$10.1M +$1.71M +70,491 +19%
B
21
BetterWealth
California
$9.9M -$363 -15 -0%
TWD
22
True Wealth Design
Ohio
$9.41M +$1.71M +70,464 +21%
WFA
23
Websterrogers Financial Advisors
South Carolina
$8.85M +$873K +36,052 +10%
TWA
24
TCI Wealth Advisors
Arizona
$8.52M +$547K +22,564 +7%
VA
25
Verdad Advisers
Massachusetts
$7.05M +$5.41M +223,500 +278%

DIHP Hedge Fund Activity: Q3 2023 in Review

139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional International High Profitability ETF (DIHP) for Q3 2023, worth a combined $1.42B — up 5.1% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DIHP positions and 5 closed out — a net gain of 17 holders — while 95 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $47.5M. The largest seller was Merriman Wealth Management, cutting an estimated $79.2M.

  • 139 institutional investors held Dimensional International High Profitability ETF (DIHP) as of Q3 2023, up from 123 in Q2 2023.
  • Funds reported $1.42B of Dimensional International High Profitability ETF stock for Q3 2023, up 5.1% quarter-over-quarter.
  • 22 funds opened new Dimensional International High Profitability ETF positions in Q3 2023 and 5 closed out, a net change of +17 holders.
  • The largest Dimensional International High Profitability ETF buyer in Q3 2023 was Jane Street, an estimated $47.5M added.
  • The largest Dimensional International High Profitability ETF seller in Q3 2023 was Merriman Wealth Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q3 2023.