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Dimensional US High Profitability ETF

84 hedge funds and large institutions have $799M invested in Dimensional US High Profitability ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 9

67% more capital invested

Capital invested by funds: $479M → $799M (+$320M)

45% more funds holding

Funds holding: 5884 (+26)

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

9.01% more ownership

Funds ownership: 80.08%89.1% (+9%)

Holders
84
Holders Change
+26
Holders Change %
+44.83%
% of All Funds
1.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
28
Increased
45
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$3.64M +$2.68M +113,239 +271%
DY
27
Dowling & Yahnke
California
$3.44M +$3.81M +161,010 New
WCA
28
Waypoint Capital Advisors
Minnesota
$3.2M +$3.55M +149,940 New
TFA
29
Triad Financial Advisors
North Carolina
$3.18M +$1.2M +50,544 +51%
BPA
30
Beacon Pointe Advisors
California
$2.95M +$1.86M +78,550 +132%
AWM
31
AE Wealth Management
Kansas
$2.89M +$611K +25,810 +24%
HSG
32
Helen Stephens Group
Texas
$2.52M +$2.79M +117,959 New
Stifel Financial
33
Stifel Financial
Missouri
$2.4M +$2.66M +112,271 New
NL
34
NWAM LLC
Washington
$2.24M +$1.59M +67,087 +177%
SAM
35
Satovsky Asset Management
New York
$1.97M +$552K +23,314 +34%
LFA
36
Landmark Financial Advisors
Kentucky
$1.88M +$832K +35,144 +66%
PWM
37
PBMares Wealth Management
Virginia
$1.82M +$118K +5,002 +6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.81M +$717K +30,296 +55%
PW
39
Peninsula Wealth
California
$1.78M +$877K +37,061 +80%
TWA
40
TCI Wealth Advisors
Arizona
$1.57M +$488K +20,601 +39%
WP
41
WealthSource Partners
California
$1.3M +$713K +30,117 +97%
HCM
42
Hutchinson Capital Management
California
$1.16M +$564K +23,816 +78%
BSW
43
Buckingham Strategic Wealth
Missouri
$1.1M +$1.22M +51,476 New
Osaic Holdings
44
Osaic Holdings
Arizona
$1.04M +$528K +22,328 +85%
ALWM
45
Andrews Lucia Wealth Management
California
$959K +$1.06M +44,953 New
GTAM
46
Global Trust Asset Management
Florida
$863K +$248K +10,480 +35%
EWA
47
Exencial Wealth Advisors
Oklahoma
$861K +$955K +40,351 New
SFG
48
Steward Financial Group
Texas
$806K +$855K +36,115 +2,142%
FFS
49
Founders Financial Securities
Maryland
$790K +$840K +35,515 New
BDF
50
Balasa Dinverno & Foltz
$732K +$811K +34,279 New