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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
DWT
326
Dorsey & Whitney Trust
South Dakota
$232K +$237K +6,863 New
SWP
327
Stratos Wealth Partners
Ohio
$225K +$230K +6,658 New
MSAM
328
Moloney Securities Asset Management
Missouri
$218K +$224K +6,460 New
RFA
329
Reyes Financial Architecture
California
$214K +$219K +6,329 New
Wells Fargo
330
Wells Fargo
California
$213K +$212K +6,136 +3,652%
SWM
331
Stark Wealth Management
Pennsylvania
$211K +$216K +6,252 New
HPC
332
HM Payson & Co
Maine
$206K
KIM
333
Kestra Investment Management
Texas
$188K +$193K +5,575 New
MWA
334
Medallion Wealth Advisors
Connecticut
$153K +$156K +4,521 New
WP
335
WealthShield Partners
North Carolina
$127K -$5.92K -171 -4%
FFO
336
Fortitude Family Office
Arizona
$121K +$31.1K +900 +34%
WTFG
337
Wood Tarver Financial Group
Idaho
$120K +$123K +3,564 New
UB
338
UMB Bank
Missouri
$114K +$117K +3,367 New
ACA
339
American Capital Advisory
Idaho
$113K -$2.84K -82 -2%
WMS
340
Wealth Management Strategies
Pennsylvania
$103K +$10.6M +305,861 New
OLVIG
341
Oliver Lagore Vanvalin Investment Group
Michigan
$83.8K +$52.4K +1,513 +156%
MAM
342
Morse Asset Management
Connecticut
$79.4K +$81.3K +2,351 New
Fidelity Investments
343
Fidelity Investments
Massachusetts
$78.2K +$80K +2,311 +115,550%
RWM
344
Rialto Wealth Management
New York
$73.9K +$75.7K +2,188 New
GRP
345
Global Retirement Partners
California
$70.8K -$10.1K -293 -12%
CAS
346
Coppell Advisory Solutions
Texas
$68K
LWA
347
Lowe Wealth Advisors
Maryland
$60.2K
FC
348
Fairscale Capital
New Hampshire
$53.1K
VWA
349
VSM Wealth Advisory
Maryland
$47.4K +$48.5K +1,403 New
LG
350
LAM Group
Oregon
$40.4K +$1.9K +55 +5%