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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
ADL
351
Asset Dedication LLC
California
$39.8K
SAM
352
Synergy Asset Management
Washington
$35.1K +$35.6K +1,029 New
PFT
353
Providence First Trust
Arizona
$34.3K +$35.1K +1,015 New
HFS
354
Hantz Financial Services
Michigan
$31K +$31.7K +917 New
PS
355
Principal Securities
Iowa
$30.2K +$19.7K +568 +174%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$29K
CT
357
Colonial Trust
South Carolina
$27.2K
MG
358
MilWealth Group
Wisconsin
$27K +$27.6K +798 New
LWANC
359
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.5K +$22K +635 New
PA
360
Parallel Advisors
California
$18.6K +$4.43K +128 +30%
GWM
361
Geneos Wealth Management
Colorado
$18.1K -$13.4K -388 -42%
ACA
362
Aptus Capital Advisors
Alabama
$16.9K -$77.3K -2,235 -82%
BlackRock
363
BlackRock
New York
$16.4K +$16.8K +485 New
IA
364
IFP Advisors
Florida
$15.8K +$16.2K +467 New
AP
365
Aspect Partners
Virginia
$15.7K +$9.79K +283 +155%
PAG
366
Paladin Advisory Group
Iowa
$13.3K
SIM
367
Studio Investment Management
Illinois
$11.6K
GWANC
368
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.3K
HGERS
369
Householder Group Estate & Retirement Specialist
Arizona
$11K +$12.1K +349 New
TAM
370
Tucker Asset Management
Colorado
$9.8K
BL
371
BFSG LLC
California
$8.69K
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$7.84K +$8.03K +232 New
AssetMark Inc
373
AssetMark Inc
California
$7.5K
KPP
374
Kings Path Partners
Texas
$6.45K
SAS
375
Spurstone Advisory Services
Connecticut
$4.12K +$4.22K +122 New