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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
226
Capital Investment Advisory Services
North Carolina
$23.8K +$5.51K +206 +33%
ACA
227
American Capital Advisory
Idaho
$21.5K +$20.1K +751 New
LC
228
Lindbrook Capital
California
$20.7K
VCM
229
Versant Capital Management
Arizona
$15.7K -$6.45K -241 -31%
S
230
SignatureFD
Georgia
$13.8K
AWM
231
Able Wealth Management
New Jersey
$12.6K +$11.8K +440 New
RCM
232
Richardson Capital Management
Wisconsin
$11.4K +$10.7K +400 New
TAM
233
Tucker Asset Management
Colorado
$8.3K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$3K -$61.5K -2,297 -95%
ACA
235
Aptus Capital Advisors
Alabama
$687 -$14.5K -541 -96%
LF
236
Lee Financial
Texas
$687
Fidelity Investments
237
Fidelity Investments
Massachusetts
$29
3LCM
238
3D/L Capital Management
Connecticut
-$30.7M -1,194,035 Closed
VA
239
Verdad Advisers
Massachusetts
-$6.46M -251,500 Closed
WWM
240
Wolff Wiese Magana
California
-$693K -26,977 Closed
MA
241
Mutual Advisors
Nebraska
-$382K -14,875 Closed
BWM
242
Birchcreek Wealth Management
Ohio
-$215K -8,378 Closed
LA
243
Lifeworks Advisors
Michigan
-$207K -8,066 Closed
QCM
244
Quantinno Capital Management
New York
-$203K -7,900 Closed
William Blair & Company
245
William Blair & Company
Illinois
-$197K -7,661 Closed
AT
246
Avalon Trust
New Mexico
-$72.9K -2,836 Closed
SIC
247
SJS Investment Consulting
Ohio
-$66K -2,570 Closed
VWM
248
Valley Wealth Managers
New Jersey
-$14.7K -572 Closed
PCM
249
Penserra Capital Management
California
-$7K -275 Closed
US Bancorp
250
US Bancorp
Minnesota
-$771 -30 Closed