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Dimensional US High Profitability ETF

205 hedge funds and large institutions have $3.04B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

215% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 39

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

16% more capital invested

Capital invested by funds: $2.62B → $3.04B (+$427M)

12% more funds holding

Funds holding: 183205 (+22)

1.95% more ownership

Funds ownership: 98.92%100.88% (+2%)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
3.25%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.6%
New
32
Increased
123
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Pinnacle Associates
New York
$9.85M +$273K +10,229 +3%
PWMAG
52
Pinnacle Wealth Management Advisory Group
New Jersey
$9.85M +$273K +10,229 +3%
SAM
53
Satovsky Asset Management
New York
$9.76M +$1.06M +39,768 +12%
ACP
54
Aveo Capital Partners
Colorado
$8.78M -$139K -5,203 -1%
CAM
55
CPA Asset Management
Florida
$8.75M +$449K +16,785 +5%
WFA
56
West Financial Advisors
Iowa
$8.53M +$8.87M +331,993 New
WFA
57
Websterrogers Financial Advisors
South Carolina
$8.45M +$1.68M +62,784 +24%
RW
58
REDW Wealth
New Mexico
$7.7M +$1.5M +56,289 +23%
ICM
59
Intrepid Capital Management
Florida
$7.36M -$120K -4,484 -2%
TWA
60
TCI Wealth Advisors
Arizona
$7.3M +$795K +29,755 +12%
RA
61
RFG Advisory
Alabama
$7.02M +$68.5K +2,563 +0.9%
JP Morgan Chase
62
JP Morgan Chase
New York
$7M +$387K +14,478 +6%
WWA
63
WCG Wealth Advisors
Nevada
$6.86M +$7.13M +266,888 New
LFGO
64
Legacy Financial Group (Oklahoma)
Oklahoma
$6.83M +$946K +35,382 +15%
CWG
65
Crown Wealth Group
North Carolina
$6.74M -$1.09M -40,907 -13%
TAM
66
TCP Asset Management
Ohio
$6.59M -$29.5K -1,104 -0.4%
KAS
67
Kestra Advisory Services
Texas
$6.56M +$641K +23,983 +10%
VA
68
Verdad Advisers
Massachusetts
$6.46M +$6.72M +251,500 New
AC
69
Applied Capital
Arkansas
$6.44M +$317K +11,861 +5%
Mariner
70
Mariner
Kansas
$6.12M +$3.54M +132,592 +125%
BSW
71
Buckingham Strategic Wealth
Missouri
$6.09M +$1.91M +71,513 +43%
Bank of America
72
Bank of America
North Carolina
$6.01M +$6.03M +225,583 +2,720%
RFP
73
RCS Financial Planning
Maryland
$5.99M +$16.4K +612 +0.3%
MWP
74
Meredith Wealth Planning
Illinois
$5.77M +$1.72M +64,341 +40%
EWA
75
Exencial Wealth Advisors
Oklahoma
$5.63M +$542K +20,282 +10%