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Dimensional US High Profitability ETF

204 hedge funds and large institutions have $3.02B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
3.25%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.59%
New
32
Increased
122
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$25.8M 1,004,077 +477,069 +91%
FC
27
Financial Consulate
Maryland
$25.7M 1,002,335 +16,501 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$23M 896,784 +188,402 +27%
Corient Private Wealth
29
Corient Private Wealth
Florida
$22.8M 886,386 -254,673 -22%
LWM
30
Liberty Wealth Management
California
$21.4M 834,413 -11,014 -1%
B
31
BetterWealth
California
$20M 780,090 -13,611 -2%
TWD
32
True Wealth Design
Ohio
$18.6M 722,440 +109,091 +18%
RS
33
Retirement Solution
Washington
$18.1M 706,428 +22,895 +3%
SFA
34
Sequoia Financial Advisors
Ohio
$17.3M 673,478 +75,494 +13%
BPA
35
Beacon Pointe Advisors
California
$16.1M 627,052 +98,072 +19%
AF
36
Allworth Financial
California
$15.7M 613,032 +52,647 +9%
CPIG
37
Chicago Partners Investment Group
Illinois
$15.6M 613,661 +96,438 +19%
FFS
38
Founders Financial Securities
Maryland
$15.2M 591,131 +50,949 +9%
HI
39
Horizon Investments
North Carolina
$15.1M 586,095 +50,298 +9%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$13.6M 528,788 +128,665 +32%
SSC
41
Syverson Strege & Co
Iowa
$13.5M 526,571 -17,493 -3%
LEFP
42
Leading Edge Financial Planning
Tennessee
$13.4M 522,017 +230 +0%
TFA
43
Triad Financial Advisors
North Carolina
$13.1M 511,060 +164,225 +47%
SWA
44
Sax Wealth Advisors
New Jersey
$12M 468,227 +66,389 +17%
Osaic Holdings
45
Osaic Holdings
Arizona
$11.6M 452,764 -62,241 -12%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$11.4M 442,968 +442,968 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$11.2M 434,038 +434,038 New
Stifel Financial
48
Stifel Financial
Missouri
$10.2M 396,459 +113,645 +40%
KA
49
Kooman & Associates
Pennsylvania
$9.87M 384,129 -231,970 -38%
PA
50
Pinnacle Associates
New York
$9.85M 383,494 +10,229 +3%