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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
HWA
251
HMV Wealth Advisors
Louisiana
$767K +$785K +22,700 New
SC
252
Scratch Capital
Idaho
$761K +$779K +22,521 New
HKIMG
253
Hutchens & Kramer Investment Management Group
Indiana
$761K -$45.7K -1,321 -6%
SHFA
254
SC&H Financial Advisors
Maryland
$735K +$2.21K +64 +0.3%
AWM
255
Angeles Wealth Management
California
$726K -$208K -6,024 -22%
PAM
256
Pacific Asset Management
Washington
$718K +$735K +21,256 New
HA
257
Herold Advisors
New York
$681K
2L
258
25 LLC
Missouri
$667K -$14.8K -428 -2%
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$652K +$67.6K +1,953 +11%
AIM
260
Archer Investment Management
Texas
$641K +$657K +18,977 New
EFP
261
EnRich Financial Partners
Wisconsin
$633K -$21.5K -621 -3%
Cerity Partners
262
Cerity Partners
New York
$621K
CA
263
Clune & Associates
Illinois
$604K +$618K +17,872 New
AL
264
Aspiriant LLC
California
$585K
MWG
265
Martin Worley Group
Utah
$584K +$598K +17,281 New
MOS
266
MGO One Seven
Ohio
$560K +$9.79K +283 +2%
BFA
267
Beacon Financial Advisory
Ohio
$560K +$151K +4,365 +36%
BWIA
268
Bryant Woods Investment Advisors
New York
$543K +$556K +16,061 New
MECA
269
Miller Equity Capital Advisors
Texas
$533K +$281K +8,130 +107%
NWM
270
Navigoe Wealth Management
California
$529K +$542K +15,664 New
GMA
271
Glassy Mountain Advisors
Maryland
$524K +$231K +6,686 +76%
CSB
272
City State Bank
Iowa
$522K +$47.3K +1,366 +10%
IWM
273
IHT Wealth Management
Illinois
$512K +$25.3K +730 +5%
CA
274
CGN Advisors
Kansas
$499K
KAM
275
KEB Asset Management
Illinois
$497K +$509K +14,718 New