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Dimensional US High Profitability ETF

183 hedge funds and large institutions have $2.62B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 30

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $1.87B → $2.62B (+$744M)

14% more funds holding

Funds holding: 161183 (+22)

5.68% more ownership

Funds ownership: 93.24%98.92% (+5.7%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
2.87%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
33
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
Liberty Wealth Management
California
$22.4M -$3.47M -137,551 -14%
B
27
BetterWealth
California
$21.1M +$58K +2,299 +0.3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$18.8M +$10.8M +426,380 +151%
RS
29
Retirement Solution
Washington
$18.1M +$607K +24,044 +4%
KA
30
Kooman & Associates
Pennsylvania
$16.4M +$1.2M +47,553 +8%
TWD
31
True Wealth Design
Ohio
$16.3M +$1.47M +58,276 +10%
SFA
32
Sequoia Financial Advisors
Ohio
$15.9M +$4.8M +190,046 +47%
AF
33
Allworth Financial
California
$14.9M +$2.08M +82,369 +17%
SSC
34
Syverson Strege & Co
Iowa
$14.4M -$456K -18,068 -3%
FFS
35
Founders Financial Securities
Maryland
$14.3M +$2.63M +104,102 +24%
HI
36
Horizon Investments
North Carolina
$14.2M +$2.74M +108,680 +25%
BPA
37
Beacon Pointe Advisors
California
$14M +$3.74M +148,313 +39%
UWPG
38
Ullmann Wealth Partners Group
Florida
$14M +$11.7M +464,670 +745%
CPIG
39
Chicago Partners Investment Group
Illinois
$14M +$2.86M +113,305 +28%
LEFP
40
Leading Edge Financial Planning
Tennessee
$13.8M +$2.01M +79,508 +18%
Osaic Holdings
41
Osaic Holdings
Arizona
$13.7M -$7.67M -304,049 -37%
SWA
42
Sax Wealth Advisors
New Jersey
$10.7M +$1.34M +53,203 +15%
VAS
43
Vestmark Advisory Solutions
Massachusetts
$10.6M +$2.82M +111,848 +39%
PA
44
Pinnacle Associates
New York
$9.91M +$1.08M +42,700 +13%
PWMAG
45
Pinnacle Wealth Management Advisory Group
New Jersey
$9.91M +$1.08M +42,700 +13%
ACP
46
Aveo Capital Partners
Colorado
$9.21M +$702K +27,815 +9%
TFA
47
Triad Financial Advisors
North Carolina
$9.21M +$556K +22,030 +7%
SAM
48
Satovsky Asset Management
New York
$9.03M +$1.18M +46,615 +16%
CAM
49
CPA Asset Management
Florida
$8.59M +$145K +5,762 +2%
CWG
50
Crown Wealth Group
North Carolina
$8.05M -$6.46M -256,174 -46%