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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.

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.07%
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 Market Value Shares Shares
Change
Shares
Change %
MWA
51
Mills Wealth Advisors
Texas
$3.79M 157,773 +157,773 New
TAM
52
TCP Asset Management
Ohio
$3.66M 152,400 +152,400 New
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$3.53M 147,080 +146,744 +43,674%
Stifel Financial
54
Stifel Financial
Missouri
$3.19M 132,681 +20,410 +18%
PWM
55
PBMares Wealth Management
Virginia
$3.05M 126,914 +41,500 +49%
MWP
56
Meredith Wealth Planning
Illinois
$2.97M 123,747 +123,747 New
HSG
57
Helen Stephens Group
Texas
$2.9M 120,763 +2,804 +2%
LWAC
58
Laurel Wealth Advisors (California)
California
$2.86M 119,219 +119,219 New
BA
59
Bridgewater Advisors
New York
$2.54M 105,842 +89,574 +551%
LFA
60
Landmark Financial Advisors
Kentucky
$2.51M 104,653 +16,570 +19%
KA
61
Kooman & Associates
Pennsylvania
$2.48M 103,445 +103,445 New
WAM
62
Weinberger Asset Management
California
$2.13M 88,749 +88,749 New
BSW
63
Buckingham Strategic Wealth
Missouri
$2.06M 85,758 +34,282 +67%
NL
64
NWAM LLC
Washington
$1.99M 82,709 -22,272 -21%
LFA
65
Level Financial Advisors
New York
$1.97M 82,230 +63,885 +348%
SFG
66
Steward Financial Group
Texas
$1.89M 78,736 +40,935 +108%
WP
67
WealthSource Partners
California
$1.89M 78,604 +17,439 +29%
HCM
68
Hutchinson Capital Management
California
$1.76M 73,509 +19,190 +35%
TIM
69
Tortoise Investment Management
New York
$1.73M 72,170 +42,380 +142%
NA
70
NewEdge Advisors
Louisiana
$1.63M 67,867 +53,102 +360%
SAG
71
SageView Advisory Group
California
$1.4M 58,498 +58,498 New
SFM
72
Signet Financial Management
New Jersey
$1.4M 58,134 +58,134 New
AWM
73
Align Wealth Management
Oklahoma
$1.24M 57,927 +57,927 New
Creative Planning
74
Creative Planning
Kansas
$1.17M 48,785 +35,520 +268%
MSFS
75
Main Street Financial Solutions
Pennsylvania
$1.17M 48,547 +19,526 +67%