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Dimensional US High Profitability ETF

183 hedge funds and large institutions have $2.62B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 30

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $1.87B → $2.62B (+$744M)

14% more funds holding

Funds holding: 161183 (+22)

5.68% more ownership

Funds ownership: 93.24%98.92% (+5.7%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
2.87%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
33
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
51
Intrepid Capital Management
Florida
$7.72M +$7.34M +290,996 New
Stifel Financial
52
Stifel Financial
Missouri
$7.51M +$1.8M +71,360 +34%
RA
53
RFG Advisory
Alabama
$7.19M +$125K +4,952 +2%
WFA
54
Websterrogers Financial Advisors
South Carolina
$7.06M -$2.32M -91,755 -26%
JP Morgan Chase
55
JP Morgan Chase
New York
$6.85M +$1.5M +59,334 +30%
TAM
56
TCP Asset Management
Ohio
$6.83M +$1.42M +56,317 +28%
TWA
57
TCI Wealth Advisors
Arizona
$6.75M +$536K +21,226 +9%
RW
58
REDW Wealth
New Mexico
$6.46M +$1.33M +52,608 +28%
AC
59
Applied Capital
Arkansas
$6.34M +$314K +12,450 +5%
RFP
60
RCS Financial Planning
Maryland
$6.17M +$875K +34,672 +18%
KAS
61
Kestra Advisory Services
Texas
$6.14M +$212K +8,389 +4%
LFGO
62
Legacy Financial Group (Oklahoma)
Oklahoma
$6.11M +$992K +39,314 +21%
CPA
63
Cardiff Park Advisors
California
$5.69M +$7.87K +312 +0.1%
MWA
64
Mills Wealth Advisors
Texas
$5.41M +$344K +13,644 +7%
Jane Street
65
Jane Street
New York
$5.39M +$2.38M +94,479 +87%
WIM
66
Waycross Investment Management
Washington
$5.29M -$72.3K -2,864 -1%
EWA
67
Exencial Wealth Advisors
Oklahoma
$5.28M +$563K +22,329 +13%
PW
68
Peninsula Wealth
California
$4.63M +$77.2K +3,059 +2%
WCA
69
Waypoint Capital Advisors
Minnesota
$4.53M +$86.6K +3,432 +2%
WW
70
Waterfront Wealth
Kansas
$4.53M -$1.24M -49,151 -23%
BSW
71
Buckingham Strategic Wealth
Missouri
$4.4M +$2.02M +79,896 +93%
MWP
72
Meredith Wealth Planning
Illinois
$4.25M +$483K +19,158 +14%
BA
73
Bridgewater Advisors
New York
$4.1M +$483K +19,140 +14%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$3.9M
LPL Financial
75
LPL Financial
California
$3.9M +$937K +37,136 +34%