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Dimensional US High Profitability ETF

235 hedge funds and large institutions have $3.91B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
3.45%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
49
Increased
131
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$31.3M 1,093,462 +89,385 +9%
OIA
27
OneDigital Investment Advisors
Kansas
$31.2M 1,090,200 +1,054,773 +2,977%
MSWMA
28
Market Street Wealth Management Advisors
Indiana
$30.9M 1,078,954 +1,078,954 New
PWS
29
Paragon Wealth Strategies
Florida
$30.7M 1,072,575 +1,072,575 New
MRC
30
Millburn Ridgefield Corp
New York
$29.8M 1,043,052 -56,782 -5%
CCA
31
Catalyst Capital Advisors
New York
$29.8M 1,043,052 -56,782 -5%
FC
32
Financial Consulate
Maryland
$28.3M 990,447 -11,888 -1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$26.7M 932,925 +489,957 +111%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$26.1M 911,308 +14,524 +2%
CJH
35
Christopher J. Hasenberg
Wisconsin
$25.3M 884,687 +884,687 New
LWM
36
Liberty Wealth Management
California
$23.7M 826,477 -7,936 -1%
TWD
37
True Wealth Design
Ohio
$22.9M 801,669 +79,229 +11%
GFA
38
Grunden Financial Advisory
Texas
$22.7M 792,246 +792,246 New
SFA
39
Sequoia Financial Advisors
Ohio
$22.6M 791,043 +117,565 +17%
B
40
BetterWealth
California
$22.1M 771,714 -8,376 -1%
BSW
41
Buckingham Strategic Wealth
Missouri
$21.5M 750,692 +513,525 +217%
BPA
42
Beacon Pointe Advisors
California
$21.4M 746,302 +119,250 +19%
RS
43
Retirement Solution
Washington
$20.5M 716,342 +9,914 +1%
CPIG
44
Chicago Partners Investment Group
Illinois
$19.4M 663,637 +49,976 +8%
SWA
45
Sax Wealth Advisors
New Jersey
$18.5M 645,859 +177,632 +38%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$18.3M 638,988 +110,200 +21%
AF
47
Allworth Financial
California
$18.1M 631,085 +18,053 +3%
FFS
48
Founders Financial Securities
Maryland
$17.5M 612,706 +21,575 +4%
HI
49
Horizon Investments
North Carolina
$17.4M 607,008 +20,913 +4%
LEFP
50
Leading Edge Financial Planning
Tennessee
$15.6M 543,964 +21,947 +4%