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Dimensional US High Profitability ETF

375 hedge funds and large institutions have $7.18B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+64
Holders Change %
+20.58%
% of All Funds
4.99%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.13%
New
83
Increased
178
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
351
Principal Securities
Iowa
$30.2K +$19.2K +568 +174%
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$29K
CT
353
Colonial Trust
South Carolina
$27.2K
MG
354
MilWealth Group
Wisconsin
$27K +$27K +798 New
LWANC
355
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.5K +$21.5K +635 New
PA
356
Parallel Advisors
California
$18.6K +$4.33K +128 +30%
GWM
357
Geneos Wealth Management
Colorado
$18.1K -$13.1K -388 -42%
ACA
358
Aptus Capital Advisors
Alabama
$16.9K -$75.5K -2,235 -82%
BlackRock
359
BlackRock
New York
$16.4K +$16.4K +485 New
IA
360
IFP Advisors
Florida
$15.8K +$15.8K +467 New
AP
361
Aspect Partners
Virginia
$15.7K +$9.56K +283 +155%
PAG
362
Paladin Advisory Group
Iowa
$13.3K
SIM
363
Studio Investment Management
Illinois
$11.6K
GWANC
364
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.3K
HGERS
365
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +349 New
TAM
366
Tucker Asset Management
Colorado
$9.8K
BL
367
BFSG LLC
California
$8.69K
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$7.84K +$7.84K +232 New
AssetMark Inc
369
AssetMark Inc
California
$7.5K
KPP
370
Kings Path Partners
Texas
$6.45K
SAS
371
Spurstone Advisory Services
Connecticut
$4.12K +$4.12K +122 New
NB
372
NBT Bank
New York
$3.82K
SRCM
373
Signature Resources Capital Management
California
$3.72K
CFD
374
Creative Financial Designs
Indiana
$2.67K
NP
375
NorthRock Partners
Minnesota
$1.52K