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Dimensional US High Profitability ETF

255 hedge funds and large institutions have $5B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.7%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
37
Increased
148
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Aspire Wealth Management
Massachusetts
$217K +$3.76K +119 +2%
Fisher Asset Management
227
Fisher Asset Management
Washington
$210K +$210K +6,639 New
Comerica Bank
228
Comerica Bank
Texas
$207K +$160K +5,070 +345%
HIC
229
Hartline Investment Corp
Illinois
$202K +$202K +6,378 New
BCA
230
Bay Colony Advisors
Massachusetts
$202K +$202K +6,378 New
ACA
231
Aptus Capital Advisors
Alabama
$163K +$162K +5,120 +21,333%
GWANC
232
Guardian Wealth Advisors (North Carolina)
North Carolina
$157K +$157K +4,978 New
GM
233
GeoWealth Management
Illinois
$145K +$145K +4,575 New
PB
234
Pinnacle Bancorp
Nebraska
$140K +$44.2K +1,398 +46%
WP
235
WealthShield Partners
North Carolina
$124K -$29.2K -923 -19%
GRP
236
Global Retirement Partners
California
$69.8K
MG
237
Mather Group
Illinois
$59.3K +$59.3K +2,072 New
LWA
238
Lowe Wealth Advisors
Maryland
$56.3K
SIM
239
Studio Investment Management
Illinois
$49.2K +$49.2K +1,557 New
LG
240
LAM Group
Oregon
$28.1K +$158 +5 +0.6%
TRCT
241
Tower Research Capital (TRC)
New York
$26.3K -$84K -2,657 -76%
LC
242
Lindbrook Capital
California
$22.9K
OLVIG
243
Oliver Lagore Vanvalin Investment Group
Michigan
$20.3K -$22.4K -710 -53%
ACA
244
American Capital Advisory
Idaho
$16.8K -$2.06K -82 -11%
PCA
245
Providence Capital Advisors
North Carolina
$15.6K +$15.6K +493 New
TAM
246
Tucker Asset Management
Colorado
$9.17K
VCM
247
Versant Capital Management
Arizona
$8.57K -$8.72K -276 -50%
AssetMark Inc
248
AssetMark Inc
California
$7.02K +$7.02K +222 New
CMP
249
Coston McIsaac & Partners
Maine
$7K +$7K +222 New
PCM
250
Penserra Capital Management
California
$7K +$7K +246 New