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Dimensional US High Profitability ETF

128 hedge funds and large institutions have $1.34B invested in Dimensional US High Profitability ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.07%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.4%
New
50
Increased
68
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
26
Websterrogers Financial Advisors
South Carolina
$7.85M +$7.85M +326,747 New
CAM
27
CPA Asset Management
Florida
$7.58M +$7.58M +315,578 New
FFS
28
Founders Financial Securities
Maryland
$7.42M +$6.57M +273,672 +771%
HI
29
Horizon Investments
North Carolina
$7.42M +$1.65M +68,679 +29%
ACP
30
Aveo Capital Partners
Colorado
$7.15M +$193K +8,053 +3%
SWA
31
Sax Wealth Advisors
New Jersey
$7.13M +$565K +23,538 +9%
RW
32
REDW Wealth
New Mexico
$7.01M +$941K +39,188 +16%
CPIG
33
Chicago Partners Investment Group
Illinois
$6.74M +$2.78M +108,781 +70%
TFA
34
Triad Financial Advisors
North Carolina
$6.15M +$2.57M +106,898 +72%
RA
35
RFG Advisory
Alabama
$6.13M +$6.13M +240,554 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$5.59M +$3.55M +147,785 +174%
BPA
37
Beacon Pointe Advisors
California
$5.58M +$2.27M +94,476 +68%
Jane Street
38
Jane Street
New York
$5.53M -$478K -19,896 -8%
CPA
39
Cardiff Park Advisors
California
$5.1M -$2.74M -114,154 -35%
AC
40
Applied Capital
Arkansas
$5.02M +$682K +28,425 +16%
TWA
41
TCI Wealth Advisors
Arizona
$4.94M +$3.17M +131,990 +179%
WIM
42
Waycross Investment Management
Washington
$4.88M +$4.88M +203,289 New
SAM
43
Satovsky Asset Management
New York
$4.57M +$2.35M +97,410 +105%
RFP
44
RCS Financial Planning
Maryland
$4.53M +$4.53M +188,849 New
AWM
45
AE Wealth Management
Kansas
$4.21M +$957K +39,873 +29%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$3.96M +$3.96M +164,856 New
WCA
47
Waypoint Capital Advisors
Minnesota
$3.95M +$351K +14,613 +10%
LFGO
48
Legacy Financial Group (Oklahoma)
Oklahoma
$3.93M +$3.93M +163,790 New
PW
49
Peninsula Wealth
California
$3.87M +$1.87M +77,834 +93%
EWA
50
Exencial Wealth Advisors
Oklahoma
$3.82M +$2.85M +118,634 +294%