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Dimensional US High Profitability ETF

205 hedge funds and large institutions have $3.04B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

215% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 39

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

16% more capital invested

Capital invested by funds: $2.62B → $3.04B (+$427M)

12% more funds holding

Funds holding: 183205 (+22)

1.95% more ownership

Funds ownership: 98.92%100.88% (+2%)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
3.25%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.6%
New
32
Increased
123
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
26
Ullmann Wealth Partners Group
Florida
$25.8M +$12.8M +477,069 +91%
FC
27
Financial Consulate
Maryland
$25.7M +$441K +16,501 +2%
BEW
28
Burton Enright Welch
California
$25.3M +$1.26M +47,199 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$23M +$5.04M +188,402 +27%
Corient Private Wealth
30
Corient Private Wealth
Florida
$22.8M -$6.81M -254,673 -22%
LWM
31
Liberty Wealth Management
California
$21.4M -$294K -11,014 -1%
B
32
BetterWealth
California
$20M -$364K -13,611 -2%
TWD
33
True Wealth Design
Ohio
$18.6M +$2.92M +109,091 +18%
RS
34
Retirement Solution
Washington
$18.1M +$612K +22,895 +3%
SFA
35
Sequoia Financial Advisors
Ohio
$17.3M +$2.02M +75,494 +13%
BPA
36
Beacon Pointe Advisors
California
$16.1M +$2.62M +98,072 +19%
AF
37
Allworth Financial
California
$15.7M +$1.41M +52,647 +9%
CPIG
38
Chicago Partners Investment Group
Illinois
$15.6M +$2.58M +96,438 +19%
FFS
39
Founders Financial Securities
Maryland
$15.2M +$1.36M +50,949 +9%
HI
40
Horizon Investments
North Carolina
$15.1M +$1.34M +50,298 +9%
VAS
41
Vestmark Advisory Solutions
Massachusetts
$13.6M +$3.44M +128,665 +32%
SSC
42
Syverson Strege & Co
Iowa
$13.5M -$468K -17,493 -3%
LEFP
43
Leading Edge Financial Planning
Tennessee
$13.4M +$6.15K +230 +0%
TFA
44
Triad Financial Advisors
North Carolina
$13.1M +$4.39M +164,225 +47%
SWA
45
Sax Wealth Advisors
New Jersey
$12M +$1.77M +66,389 +17%
Osaic Holdings
46
Osaic Holdings
Arizona
$11.6M -$1.66M -62,241 -12%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$11.4M +$11.8M +442,968 New
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$11.6M +434,038 New
Stifel Financial
49
Stifel Financial
Missouri
$10.2M +$3.04M +113,645 +40%
KA
50
Kooman & Associates
Pennsylvania
$9.87M -$6.2M -231,970 -38%