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Dimensional US High Profitability ETF

311 hedge funds and large institutions have $6.84B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 175 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
311
Holders Change
+26
Holders Change %
+9.12%
% of All Funds
4.5%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
49
Increased
175
Reduced
64
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
276
Clearstead Advisors
Ohio
$176K 5,179 +5,179 New
S
277
SignatureFD
Georgia
$164K 4,803
CPA
278
Capital Performance Advisors
California
$155K 4,550 +4,550 New
WP
279
WealthShield Partners
North Carolina
$134K 3,940 +11 +0.3%
ACA
280
American Capital Advisory
Idaho
$116K 3,415 +2,664 +355%
ACA
281
Aptus Capital Advisors
Alabama
$93.2K 2,735 +2,235 +447%
FFO
282
Fortitude Family Office
Arizona
$91.1K 2,673 +2,673 New
GRP
283
Global Retirement Partners
California
$81.4K 2,389 +711 +42%
CAS
284
Coppell Advisory Solutions
Texas
$68.3K 2,011 -65 -3%
LWA
285
Lowe Wealth Advisors
Maryland
$60.7K 1,781
FC
286
Fairscale Capital
New Hampshire
$53.6K 1,572
ADL
287
Asset Dedication LLC
California
$40.2K 1,179 +1,179 New
LG
288
LAM Group
Oregon
$38.8K 1,140
OLVIG
289
Oliver Lagore Vanvalin Investment Group
Michigan
$32.9K 967 +85 +10%
AF
290
Advisornet Financial
Minnesota
$32.5K 955 +955 New
GWM
291
Geneos Wealth Management
Colorado
$31.5K 924 +924 New
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$30K 859 +730 +566%
CT
293
Colonial Trust
South Carolina
$27.5K 806 +806 New
PCA
294
Providence Capital Advisors
North Carolina
$16.8K 493
PA
295
Parallel Advisors
California
$14.4K 423 +423 New
PAG
296
Paladin Advisory Group
Iowa
$13.5K 395 +395 New
SIM
297
Studio Investment Management
Illinois
$11.7K 344
GWANC
298
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4K 334
PS
299
Principal Securities
Iowa
$11.1K 326 +326 New
TAM
300
Tucker Asset Management
Colorado
$9.88K 290