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Dimensional US High Profitability ETF

84 hedge funds and large institutions have $799M invested in Dimensional US High Profitability ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 9

67% more capital invested

Capital invested by funds: $479M → $799M (+$320M)

45% more funds holding

Funds holding: 5884 (+26)

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

9.01% more ownership

Funds ownership: 80.08%89.1% (+9%)

Holders
84
Holders Change
+26
Holders Change %
+44.83%
% of All Funds
1.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
28
Increased
45
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Schubert & Co
Texas
$659K +$396K +16,737 +118%
TIM
52
Tortoise Investment Management
New York
$636K +$705K +29,790 New
MSFS
53
Main Street Financial Solutions
Pennsylvania
$619K +$259K +10,956 +61%
WWM
54
Wolff Wiese Magana
California
$599K -$24.8K -1,050 -4%
OPS
55
Orion Portfolio Solutions
Nebraska
$587K -$24.4K -1,031 -4%
1WM
56
1900 Wealth Management
Texas
$582K +$646K +27,284 New
MHB
57
Midwest Heritage Bank
Iowa
$578K +$149K +6,282 +30%
KAS
58
Kestra Advisory Services
Texas
$545K +$391K +16,521 +183%
GAM
59
Gemmer Asset Management
California
$542K +$602K +25,418 New
EP
60
Equius Partners
California
$479K +$99.7K +4,213 +23%
IAG
61
Investmark Advisory Group
Connecticut
$431K +$215K +9,079 +82%
Truist Financial
62
Truist Financial
North Carolina
$399K +$443K +18,701 New
EH
63
Equitable Holdings
New York
$397K +$441K +18,622 New
LFA
64
Level Financial Advisors
New York
$391K +$279K +11,771 +179%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$389K +$431K +18,223 New
SHFA
66
SC&H Financial Advisors
Maryland
$383K +$425K +17,966 New
BA
67
Bridgewater Advisors
New York
$347K -$302K -12,771 -44%
NA
68
NewEdge Advisors
Louisiana
$315K +$349K +14,765 New
FOA
69
Five Oceans Advisors
California
$312K +$615 +26 +0.2%
BWM
70
Birchcreek Wealth Management
Ohio
$303K +$336K +14,201 New
Creative Planning
71
Creative Planning
Kansas
$283K +$314K +13,265 New
RIM
72
Rockbridge Investment Management
New York
$227K
IA
73
IFP Advisors
Florida
$190K +$117K +4,929 +181%
WFA
74
Wipfli Financial Advisors
Wisconsin
$44K +$49.1K +2,076 New
BC
75
Burleson & Co
California
$43K +$47.3K +1,998 New