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Dimensional US High Profitability ETF

161 hedge funds and large institutions have $1.87B invested in Dimensional US High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

533% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $1.34B → $1.87B (+$535M)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

26% more funds holding

Funds holding: 128161 (+33)

0.17% more ownership

Funds ownership: 93.08%93.24% (+0.17%)

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
2.57%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.53%
New
44
Increased
95
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
26
Retirement Solution
Washington
$16.6M +$16.3M +659,489 New
KA
27
Kooman & Associates
Pennsylvania
$14.3M +$11.5M +465,101 +450%
SSC
28
Syverson Strege & Co
Iowa
$14.1M +$243K +9,811 +2%
CWG
29
Crown Wealth Group
North Carolina
$14.1M +$781K +31,579 +6%
TWD
30
True Wealth Design
Ohio
$14M +$1.33M +53,765 +11%
AF
31
Allworth Financial
California
$12M +$11.8M +475,995 +23,552%
SIS
32
Strategic Investment Solutions
Illinois
$11.6M +$227K +9,172 +2%
LEFP
33
Leading Edge Financial Planning
Tennessee
$11.1M +$1.58M +63,906 +17%
FFS
34
Founders Financial Securities
Maryland
$11M +$3.14M +126,893 +41%
HI
35
Horizon Investments
North Carolina
$10.7M +$2.92M +118,015 +38%
SFA
36
Sequoia Financial Advisors
Ohio
$10.3M +$9.18M +370,947 +1,003%
CPIG
37
Chicago Partners Investment Group
Illinois
$10.2M +$3.46M +140,075 +53%
BPA
38
Beacon Pointe Advisors
California
$9.57M +$3.67M +148,244 +64%
PFA
39
Pure Financial Advisors
California
$9.57M +$9.41M +380,625 New
WFA
40
Websterrogers Financial Advisors
South Carolina
$9M +$769K +31,087 +10%
SWA
41
Sax Wealth Advisors
New Jersey
$8.76M +$1.28M +51,612 +17%
PA
42
Pinnacle Associates
New York
$8.31M +$8.18M +330,565 New
PWMAG
43
Pinnacle Wealth Management Advisory Group
New Jersey
$8.31M +$8.18M +330,565 New
TFA
44
Triad Financial Advisors
North Carolina
$8.17M +$1.7M +68,715 +27%
ACP
45
Aveo Capital Partners
Colorado
$8.03M +$527K +21,296 +7%
CAM
46
CPA Asset Management
Florida
$8M +$61.8K +2,500 +0.8%
SAM
47
Satovsky Asset Management
New York
$7.42M +$2.57M +103,875 +55%
LGWM
48
Litman Gregory Wealth Management
California
$7.42M +$7.26M +293,632 New
VAS
49
Vestmark Advisory Solutions
Massachusetts
$7.25M +$7.13M +288,275 New
RA
50
RFG Advisory
Alabama
$6.68M +$626K +25,302 +11%