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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
26
Ullmann Wealth Partners Group
Florida
$31.3M +$2.39M +89,385 +9%
OIA
27
OneDigital Investment Advisors
Kansas
$31.2M +$28.2M +1,054,773 +2,977%
MSWMA
28
Market Street Wealth Management Advisors
Indiana
$30.9M +$28.9M +1,078,954 New
PWS
29
Paragon Wealth Strategies
Florida
$30.7M +$28.7M +1,072,575 New
CCA
30
Catalyst Capital Advisors
New York
$29.8M -$1.52M -56,782 -5%
MRC
31
Millburn Ridgefield Corp
New York
$29.8M -$1.52M -56,782 -5%
FC
32
Financial Consulate
Maryland
$28.3M -$318K -11,888 -1%
BEW
33
Burton Enright Welch
California
$26.9M -$1.19M -44,540 -5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$26.7M +$13.1M +489,957 +111%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$26.1M +$389K +14,524 +2%
CJH
36
Christopher J. Hasenberg
Wisconsin
$25.3M +$23.7M +884,687 New
LWM
37
Liberty Wealth Management
California
$23.7M -$212K -7,936 -1%
TWD
38
True Wealth Design
Ohio
$22.9M +$2.12M +79,229 +11%
GFA
39
Grunden Financial Advisory
Texas
$22.7M +$21.2M +792,246 New
SFA
40
Sequoia Financial Advisors
Ohio
$22.6M +$3.15M +117,565 +17%
B
41
BetterWealth
California
$22.1M -$224K -8,376 -1%
BSW
42
Buckingham Strategic Wealth
Missouri
$21.5M +$13.7M +513,525 +217%
BPA
43
Beacon Pointe Advisors
California
$21.4M +$3.19M +119,250 +19%
RS
44
Retirement Solution
Washington
$20.5M +$265K +9,914 +1%
CPIG
45
Chicago Partners Investment Group
Illinois
$19.4M +$1.34M +49,976 +8%
SWA
46
Sax Wealth Advisors
New Jersey
$18.5M +$4.75M +177,632 +38%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$18.3M +$2.95M +110,200 +21%
AF
48
Allworth Financial
California
$18.1M +$483K +18,053 +3%
FFS
49
Founders Financial Securities
Maryland
$17.5M +$577K +21,575 +4%
HI
50
Horizon Investments
North Carolina
$17.4M +$559K +20,913 +4%