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Dimensional US High Profitability ETF

128 hedge funds and large institutions have $1.34B invested in Dimensional US High Profitability ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 2

580% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 10

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

67% more capital invested

Capital invested by funds: $799M → $1.34B (+$538M)

52% more funds holding

Funds holding: 84128 (+44)

3.98% more ownership

Funds ownership: 89.1%93.08% (+4%)

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.06%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.4%
New
50
Increased
68
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
51
Mills Wealth Advisors
Texas
$3.79M +$3.74M +157,773 New
TAM
52
TCP Asset Management
Ohio
$3.66M +$3.61M +152,400 New
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$3.53M +$3.48M +146,744 +43,674%
Stifel Financial
54
Stifel Financial
Missouri
$3.19M +$484K +20,410 +18%
PWM
55
PBMares Wealth Management
Virginia
$3.05M +$984K +41,500 +49%
MWP
56
Meredith Wealth Planning
Illinois
$2.97M +$2.93M +123,747 New
HSG
57
Helen Stephens Group
Texas
$2.9M +$66.5K +2,804 +2%
LWAC
58
Laurel Wealth Advisors (California)
California
$2.86M +$2.83M +119,219 New
BA
59
Bridgewater Advisors
New York
$2.54M +$2.12M +89,574 +551%
LFA
60
Landmark Financial Advisors
Kentucky
$2.51M +$393K +16,570 +19%
KA
61
Kooman & Associates
Pennsylvania
$2.48M +$2.45M +103,445 New
WAM
62
Weinberger Asset Management
California
$2.13M +$2.1M +88,749 New
BSW
63
Buckingham Strategic Wealth
Missouri
$2.06M +$813K +34,282 +67%
NL
64
NWAM LLC
Washington
$1.99M -$528K -22,272 -21%
LFA
65
Level Financial Advisors
New York
$1.97M +$1.51M +63,885 +348%
SFG
66
Steward Financial Group
Texas
$1.89M +$970K +40,935 +108%
WP
67
WealthSource Partners
California
$1.89M +$413K +17,439 +29%
HCM
68
Hutchinson Capital Management
California
$1.76M +$455K +19,190 +35%
TIM
69
Tortoise Investment Management
New York
$1.73M +$1M +42,380 +142%
NA
70
NewEdge Advisors
Louisiana
$1.63M +$1.26M +53,102 +360%
SAG
71
SageView Advisory Group
California
$1.4M +$1.39M +58,498 New
SFM
72
Signet Financial Management
New Jersey
$1.4M +$1.38M +58,134 New
AWM
73
Align Wealth Management
Oklahoma
$1.24M +$1.37M +57,927 New
Creative Planning
74
Creative Planning
Kansas
$1.17M +$842K +35,520 +268%
MSFS
75
Main Street Financial Solutions
Pennsylvania
$1.17M +$463K +19,526 +67%