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Dimensional US High Profitability ETF

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257288 (+31)

0.95% less ownership

Funds ownership: 99.59%98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
26
DiNuzzo Private Wealth
Pennsylvania
$41.6M -$921K -29,629 -2%
SAM
27
Satovsky Asset Management
New York
$41.4M +$28.6M +918,575 +245%
UWPG
28
Ullmann Wealth Partners Group
Florida
$37.3M +$993K +31,950 +3%
MSWMA
29
Market Street Wealth Management Advisors
Indiana
$37.1M +$443K +14,248 +1%
EA
30
Efficient Advisors
Ohio
$36.5M +$209K +6,709 +0.6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$34.6M +$2.22M +71,521 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$34.6M +$1.7M +54,795 +5%
BHWM
33
Beaird Harris Wealth Management
Texas
$34M +$33.1M +1,063,655 New
FIM
34
Freedom Investment Management
Connecticut
$33.3M +$188K +6,047 +0.6%
CCA
35
Catalyst Capital Advisors
New York
$32.9M -$501K -16,108 -2%
MRC
36
Millburn Ridgefield Corp
New York
$32.9M -$501K -16,108 -2%
FC
37
Financial Consulate
Maryland
$32.2M +$92.4K +2,972 +0.3%
BEW
38
Burton Enright Welch
California
$30.3M +$269K +8,663 +0.9%
TWD
39
True Wealth Design
Ohio
$30.1M +$525K +16,897 +2%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$30.1M +$11M +355,184 +61%
SWA
41
Sax Wealth Advisors
New Jersey
$29.4M +$3.84M +123,564 +16%
GOCP
42
Great Oak Capital Partners
Massachusetts
$27.7M +$6.32M +203,218 +30%
SFA
43
Sequoia Financial Advisors
Ohio
$27.6M +$1.04M +33,445 +4%
CJH
44
Christopher J. Hasenberg
Wisconsin
$27.6M +$1.54M +49,469 +6%
GFA
45
Grunden Financial Advisory
Texas
$26.1M +$683K +21,973 +3%
BPA
46
Beacon Pointe Advisors
California
$26.1M +$65.3K +2,100 +0.3%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$25.5M +$3.3M +106,131 +15%
CGL
48
Clarius Group LLC
Washington
$25.4M +$5.74M +184,792 +30%
LWM
49
Liberty Wealth Management
California
$25.1M +$21.6M +695,576 +86%
B
50
BetterWealth
California
$24.5M -$79.9K -2,570 -0.3%