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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
BL
301
BFSG LLC
California
$8.76K +$8.76K +257 New
AssetMark Inc
302
AssetMark Inc
California
$7.56K
KPP
303
Kings Path Partners
Texas
$6.51K +$238 +7 +4%
AP
304
Aspect Partners
Virginia
$6.24K
Wells Fargo
305
Wells Fargo
California
$5.72K -$269K -7,894 -98%
NB
306
NBT Bank
New York
$3.85K +$3.85K +113 New
SRCM
307
Signature Resources Capital Management
California
$3.75K
CFD
308
Creative Financial Designs
Indiana
$2.69K +$2.69K +79 New
NP
309
NorthRock Partners
Minnesota
$1.53K
Fidelity Investments
310
Fidelity Investments
Massachusetts
$68 +$34 +1 +100%
CMP
311
Coston McIsaac & Partners
Maine
$20 +$13 +375 +169%
Goldman Sachs
312
Goldman Sachs
New York
-$9.57M -299,103 Closed
QC
313
Quadrature Capital
United Kingdom
-$588K -18,372 Closed
SWM
314
Spire Wealth Management
Virginia
-$531K -16,587 Closed
GS
315
GTS Securities
New York
-$468K -14,644 Closed
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
-$347K -10,844 Closed
AAS
317
Avantax Advisory Services
Texas
-$339K -10,594 Closed
DWA
318
Delap Wealth Advisory
Oregon
-$271K -8,470 Closed
DWS
319
Discipline Wealth Solutions
South Carolina
-$233K -7,283 Closed
MFGP
320
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$219K -6,850 Closed
TCWA
321
Turtle Creek Wealth Advisors
Texas
-$115K -3,593 Closed
LIA
322
Lynx Investment Advisory
District of Columbia
-$82.9K -2,590 Closed
MG
323
Mather Group
Illinois
-$39.6K -1,252 Closed
AFWM
324
Abich Financial Wealth Management
Virginia
-$32.4K -1,013 Closed
US Bancorp
325
US Bancorp
Minnesota
-$18.6K -580 Closed