We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

161 hedge funds and large institutions have $1.87B invested in Dimensional US High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

533% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $1.34B → $1.87B (+$535M)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

26% more funds holding

Funds holding: 128161 (+33)

0.17% more ownership

Funds ownership: 93.08%93.24% (+0.17%)

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
2.57%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.53%
New
44
Increased
95
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
51
TCI Wealth Advisors
Arizona
$5.86M +$684K +27,644 +13%
AC
52
Applied Capital
Arkansas
$5.69M +$430K +17,385 +8%
KAS
53
Kestra Advisory Services
Texas
$5.6M +$4.71M +190,275 +585%
WW
54
Waterfront Wealth
Kansas
$5.41M +$5.32M +215,205 New
CPA
55
Cardiff Park Advisors
California
$5.38M +$36.2K +1,462 +0.7%
Stifel Financial
56
Stifel Financial
Missouri
$5.32M +$1.95M +78,773 +59%
WIM
57
Waycross Investment Management
Washington
$5.08M -$29.4K -1,188 -0.6%
TAM
58
TCP Asset Management
Ohio
$5.06M +$1.21M +48,811 +32%
JP Morgan Chase
59
JP Morgan Chase
New York
$4.99M +$835K +33,749 +20%
RFP
60
RCS Financial Planning
Maryland
$4.97M +$222K +8,988 +5%
LFGO
61
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M +$675K +27,295 +17%
RW
62
REDW Wealth
New Mexico
$4.79M -$2.5M -101,149 -35%
MWA
63
Mills Wealth Advisors
Texas
$4.78M +$802K +32,442 +21%
EWA
64
Exencial Wealth Advisors
Oklahoma
$4.44M +$437K +17,681 +11%
PW
65
Peninsula Wealth
California
$4.31M +$251K +10,164 +6%
WCA
66
Waypoint Capital Advisors
Minnesota
$4.21M +$69.8K +2,820 +2%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$3.7M
MWP
68
Meredith Wealth Planning
Illinois
$3.54M +$425K +17,171 +14%
BA
69
Bridgewater Advisors
New York
$3.41M +$734K +29,664 +28%
PWM
70
PBMares Wealth Management
Virginia
$3.39M +$198K +8,012 +6%
LFA
71
Landmark Financial Advisors
Kentucky
$3.27M +$629K +25,412 +24%
MHB
72
Midwest Heritage Bank
Iowa
$3.21M +$2.02M +81,724 +178%
HSG
73
Helen Stephens Group
Texas
$3.16M +$118K +4,788 +4%
LFA
74
Level Financial Advisors
New York
$3.12M +$1.04M +42,042 +51%
IWC
75
Integrated Wealth Concepts
Massachusetts
$3.06M +$3.01M +121,827 New