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Dimensional US High Profitability ETF

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257288 (+31)

0.95% less ownership

Funds ownership: 99.59%98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
226
Rockbridge Investment Management
New York
$347K
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$347K -$1.27K -41 -0.4%
AAS
228
Avantax Advisory Services
Texas
$339K +$329K +10,594 New
HA
229
Hanover Advisors
South Carolina
$335K -$68.1K -2,192 -17%
HIG
230
Heritage Investment Group
Florida
$330K
PWM
231
Perigon Wealth Management
California
$329K +$320K +10,286 New
NRW
232
Nova R Wealth
Kansas
$313K +$995 +32 +0.3%
CSB
233
City State Bank
Iowa
$310K +$83.2K +2,675 +38%
BFA
234
Beacon Financial Advisory
Ohio
$309K +$301K +9,670 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$299K
BCA
236
Bay Colony Advisors
Massachusetts
$296K +$89.4K +2,876 +45%
IFG
237
Independent Financial Group
California
$273K +$2.3K +74 +0.9%
DWA
238
Delap Wealth Advisory
Oregon
$271K +$263K +8,470 New
Wells Fargo
239
Wells Fargo
California
$258K +$9.48K +305 +4%
GMA
240
Glassy Mountain Advisors
Maryland
$253K +$18.8K +605 +8%
APC
241
Aspire Private Capital
North Carolina
$240K +$17.2K +552 +8%
MWM
242
Modera Wealth Management
New Jersey
$238K
CCG
243
Capital CS Group
California
$236K
EWA
244
Elevate Wealth Advisory
Georgia
$236K +$4.17K +134 +2%
PWS
245
Physician Wealth Solutions
Nevada
$235K +$229K +7,358 New
DWS
246
Discipline Wealth Solutions
South Carolina
$233K +$226K +7,283 New
AWM
247
Aspire Wealth Management
Massachusetts
$220K
P
248
&Partners
Tennessee
$219K +$213K +6,857 New
MFGP
249
Marshall Financial Group (Pennsylvania)
Pennsylvania
$219K +$213K +6,850 New
CAM
250
Cresset Asset Management
Illinois
$202K +$196K +6,310 New