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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.

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
2.58%
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 Market Value Shares Shares
Change
Shares
Change %
TWA
51
TCI Wealth Advisors
Arizona
$5.86M 233,290 +27,644 +13%
AC
52
Applied Capital
Arkansas
$5.69M 226,465 +17,385 +8%
KAS
53
Kestra Advisory Services
Texas
$5.6M 222,804 +190,275 +585%
WW
54
Waterfront Wealth
Kansas
$5.41M 215,205 +215,205 New
CPA
55
Cardiff Park Advisors
California
$5.38M 214,054 +1,462 +0.7%
Stifel Financial
56
Stifel Financial
Missouri
$5.32M 211,454 +78,773 +59%
WIM
57
Waycross Investment Management
Washington
$5.08M 202,101 -1,188 -0.6%
TAM
58
TCP Asset Management
Ohio
$5.06M 201,211 +48,811 +32%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$4.99M 198,605 +33,749 +20%
RFP
60
RCS Financial Planning
Maryland
$4.97M 197,837 +8,988 +5%
LFGO
61
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M 191,085 +27,295 +17%
RW
62
REDW Wealth
New Mexico
$4.79M 190,638 -101,149 -35%
MWA
63
Mills Wealth Advisors
Texas
$4.78M 190,215 +32,442 +21%
EWA
64
Exencial Wealth Advisors
Oklahoma
$4.44M 176,666 +17,681 +11%
PW
65
Peninsula Wealth
California
$4.31M 171,439 +10,164 +6%
WCA
66
Waypoint Capital Advisors
Minnesota
$4.21M 167,373 +2,820 +2%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$3.7M 147,080
MWP
68
Meredith Wealth Planning
Illinois
$3.54M 140,918 +17,171 +14%
BA
69
Bridgewater Advisors
New York
$3.41M 135,506 +29,664 +28%
PWM
70
PBMares Wealth Management
Virginia
$3.39M 134,926 +8,012 +6%
LFA
71
Landmark Financial Advisors
Kentucky
$3.27M 130,065 +25,412 +24%
MHB
72
Midwest Heritage Bank
Iowa
$3.21M 127,580 +81,724 +178%
HSG
73
Helen Stephens Group
Texas
$3.16M 125,551 +4,788 +4%
LFA
74
Level Financial Advisors
New York
$3.12M 124,272 +42,042 +51%
IWC
75
Integrated Wealth Concepts
Massachusetts
$3.06M 121,827 +121,827 New