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Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
26
Market Street Wealth Management Advisors
Indiana
$36.2M +$2.03M +67,805 +6%
EA
27
Efficient Advisors
Ohio
$35.9M +$255K +8,518 +0.8%
UWPG
28
Ullmann Wealth Partners Group
Florida
$35.9M +$1.23M +41,050 +4%
CCA
29
Catalyst Capital Advisors
New York
$33M
MRC
30
Millburn Ridgefield Corp
New York
$33M
FIM
31
Freedom Investment Management
Connecticut
$32.7M -$3.02M -100,736 -9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$32.4M +$3.42M +114,006 +13%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$31.9M +$2.29M +76,486 +8%
FC
34
Financial Consulate
Maryland
$31.7M +$357K +11,899 +1%
BEW
35
Burton Enright Welch
California
$29.6M -$33.8K -1,127 -0.1%
TWD
36
True Wealth Design
Ohio
$29.2M +$3.66M +122,130 +15%
SFA
37
Sequoia Financial Advisors
Ohio
$26.2M +$1.13M +37,664 +5%
BPA
38
Beacon Pointe Advisors
California
$25.7M +$1.99M +66,336 +9%
CJH
39
Christopher J. Hasenberg
Wisconsin
$25.7M -$2.16M -72,208 -8%
LWM
40
Liberty Wealth Management
California
$25.5M -$617K -20,574 -2%
SWA
41
Sax Wealth Advisors
New Jersey
$25.1M +$4.47M +149,229 +23%
GFA
42
Grunden Financial Advisory
Texas
$25.1M +$52.4K +1,749 +0.2%
B
43
BetterWealth
California
$24.3M -$135K -4,510 -0.6%
RS
44
Retirement Solution
Washington
$22.5M -$141K -4,701 -0.7%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$21.9M +$1.6M +53,345 +8%
CPIG
46
Chicago Partners Investment Group
Illinois
$21.3M +$1.26M +41,928 +6%
GOCP
47
Great Oak Capital Partners
Massachusetts
$21.1M +$5.26M +175,487 +36%
AF
48
Allworth Financial
California
$19.8M -$98.8K -3,295 -0.5%
AG
49
AlTi Global
New York
$19.7M +$4.41M +147,200 +31%
CGL
50
Clarius Group LLC
Washington
$19.2M +$17.1M +571,911 +1,572%