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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
SFO
301
Stenger Family Office
Illinois
$342K +$350K +10,117 New
Comerica Bank
302
Comerica Bank
Texas
$342K -$4.64K -134 -1%
CAM
303
Clark Asset Management
New Hampshire
$332K +$340K +9,814 New
LI
304
LRI Investments
Florida
$330K +$1K +29 +0.3%
EWA
305
EP Wealth Advisors
California
$329K -$24.1K -696 -7%
CPA
306
Capital Performance Advisors
California
$328K +$179K +5,164 +113%
ATI
307
ARK & TLK Investments
Oklahoma
$317K +$324K +9,368 New
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$315K
IFG
309
Independent Financial Group
California
$305K +$11.8K +341 +4%
EWA
310
Elevate Wealth Advisory
Georgia
$304K +$56.5K +1,632 +22%
PL
311
Plancorp LLC
Missouri
$294K +$50.5K +1,460 +20%
ACS
312
Archford Capital Strategies
Illinois
$289K +$296K +8,548 New
AIA
313
AssuredPartners Investment Advisors
Florida
$282K +$289K +8,347 New
S
314
SignatureFD
Georgia
$276K +$116K +3,360 +70%
APC
315
Aspire Private Capital
North Carolina
$272K +$7.72K +223 +3%
DFG
316
Delta Financial Group
New Jersey
$269K +$796 +23 +0.3%
SIC
317
Samalin Investment Counsel
New York
$266K +$272K +7,866 New
MEG
318
Millstone Evans Group
Colorado
$263K +$269K +7,788 New
QCM
319
QRG Capital Management
Illinois
$254K +$260K +7,508 New
CCG
320
Capital CS Group
California
$249K
PWS
321
Physician Wealth Solutions
Nevada
$249K
WJA
322
Willis Johnson & Associates
Texas
$240K
LFA
323
Lauterbach Financial Advisors
Texas
$237K +$29.8K +860 +14%
PB
324
Pinnacle Bancorp
Nebraska
$236K +$46.2K +1,334 +24%
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$235K +$241K +6,969 New