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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$1.17M -$54.3K -1,569 -4%
SEIA
227
Signature Estate & Investment Advisors
California
$1.13M +$1.16M +33,557 New
GTAM
228
Global Trust Asset Management
Florida
$1.13M -$32K -925 -3%
GM
229
GeoWealth Management
Illinois
$1.12M +$423K +12,226 +59%
MCA
230
Maryland Capital Advisors
Maryland
$1.07M +$195K +5,628 +22%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$447K +12,927 +69%
Citigroup
232
Citigroup
New York
$1.02M +$656K +18,951 +167%
APW
233
Austin Private Wealth
Texas
$1.01M +$1.04M +29,944 New
FFG
234
First Financial Group
North Carolina
$983K +$1.01M +29,079 New
MWM
235
Modera Wealth Management
New Jersey
$980K +$743K +21,463 +285%
BJL
236
Brighton Jones LLC
Washington
$952K +$104 +3 +0%
IFA
237
Index Fund Advisors
California
$933K +$76.9K +2,221 +9%
AWS
238
Atria Wealth Solutions
New York
$919K +$11.6K +336 +1%
LWM
239
Lionshead Wealth Management
New York
$915K +$937K +27,084 New
TWM
240
TCFG Wealth Management
California
$900K +$11K +317 +1%
SF
241
Strategent Financial
Virginia
$895K +$917K +26,495 New
VPF
242
Vantage Point Financial
Illinois
$895K +$916K +26,478 New
Jones Financial Companies
243
Jones Financial Companies
Missouri
$882K +$270K +7,801 +43%
MCM
244
Mattern Capital Management
Colorado
$834K +$544K +15,720 +175%
SWM
245
SpringVest Wealth Management
Texas
$815K +$835K +24,120 New
Northern Trust
246
Northern Trust
Illinois
$793K -$12.1K -351 -1%
WP
247
Wealthspan Partners
Iowa
$789K
CW
248
Curio Wealth
Maryland
$789K +$808K +23,362 New
EMC
249
Everest Management Corp
California
$777K +$796K +23,007 New
SPIA
250
Steward Partners Investment Advisory
New York
$774K +$310K +8,964 +64%