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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
26
Beaird Harris Wealth Management
Texas
$46.1M +$3.78M +109,194 +9%
FIM
27
Freedom Investment Management
Connecticut
$45.9M -$2.88M -83,222 -6%
SAM
28
Satovsky Asset Management
New York
$43.6M -$483K -13,969 -1%
AG
29
AlTi Global
New York
$42.6M +$18.9M +547,350 +78%
HPA
30
High Probability Advisors
New York
$42.5M +$2.24M +64,809 +5%
DPW
31
DiNuzzo Private Wealth
Pennsylvania
$41.5M -$1.56M -45,095 -4%
UWPG
32
Ullmann Wealth Partners Group
Florida
$40.7M -$225K -6,506 -0.5%
OIA
33
OneDigital Investment Advisors
Kansas
$40.2M -$4.14M -119,703 -9%
EA
34
Efficient Advisors
Ohio
$39.6M +$1.11M +32,125 +3%
MSWMA
35
Market Street Wealth Management Advisors
Indiana
$39.4M -$318K -9,195 -0.8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$35.2M +$1.37M +39,607 +4%
CCA
37
Catalyst Capital Advisors
New York
$34.6M
MRC
38
Millburn Ridgefield Corp
New York
$34.6M
Bank of America
39
Bank of America
North Carolina
$34.4M +$5.78M +167,000 +20%
FC
40
Financial Consulate
Maryland
$34.2M -$245K -7,081 -0.7%
WA
41
Wealthstream Advisors
New York
$33.7M +$2.98M +86,110 +9%
CPIG
42
Chicago Partners Investment Group
Illinois
$33.3M +$1.17M +33,852 +4%
SFA
43
Sequoia Financial Advisors
Ohio
$32.7M +$82.1K +2,372 +0.2%
BEW
44
Burton Enright Welch
California
$31.7M +$82.9K +2,397 +0.3%
CGL
45
Clarius Group LLC
Washington
$31.6M +$2.72M +78,620 +9%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$31.4M +$1.93M +55,891 +6%
GOCP
47
Great Oak Capital Partners
Massachusetts
$30.9M +$427K +12,349 +1%
NA
48
NewEdge Advisors
Louisiana
$30.2M -$22K -637 -0.1%
GFA
49
Grunden Financial Advisory
Texas
$28.8M +$1.09M +31,453 +4%
PFM
50
Phillips Financial Management
Indiana
$28.5M +$12.1M +350,604 +71%