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Dimensional US High Profitability ETF

204 hedge funds and large institutions have $3.02B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
3.25%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.59%
New
32
Increased
122
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWMAG
51
Pinnacle Wealth Management Advisory Group
New Jersey
$9.85M 383,494 +10,229 +3%
SAM
52
Satovsky Asset Management
New York
$9.76M 380,015 +39,768 +12%
ACP
53
Aveo Capital Partners
Colorado
$8.78M 341,857 -5,203 -1%
CAM
54
CPA Asset Management
Florida
$8.75M 340,625 +16,785 +5%
WFA
55
West Financial Advisors
Iowa
$8.53M 331,993 +331,993 New
WFA
56
Websterrogers Financial Advisors
South Carolina
$8.45M 328,863 +62,784 +24%
RW
57
REDW Wealth
New Mexico
$7.7M 299,535 +56,289 +23%
ICM
58
Intrepid Capital Management
Florida
$7.36M 286,512 -4,484 -2%
TWA
59
TCI Wealth Advisors
Arizona
$7.3M 284,271 +29,755 +12%
RA
60
RFG Advisory
Alabama
$7.02M 273,371 +2,563 +0.9%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$7M 272,417 +14,478 +6%
WWA
62
WCG Wealth Advisors
Nevada
$6.86M 266,888 +266,888 New
LFGO
63
Legacy Financial Group (Oklahoma)
Oklahoma
$6.83M 265,781 +35,382 +15%
CWG
64
Crown Wealth Group
North Carolina
$6.74M 262,429 -40,907 -13%
TAM
65
TCP Asset Management
Ohio
$6.59M 256,424 -1,104 -0.4%
KAS
66
Kestra Advisory Services
Texas
$6.56M 255,176 +23,983 +10%
VA
67
Verdad Advisers
Massachusetts
$6.46M 251,500 +251,500 New
AC
68
Applied Capital
Arkansas
$6.44M 250,776 +11,861 +5%
Mariner
69
Mariner
Kansas
$6.12M 238,273 +132,592 +125%
BSW
70
Buckingham Strategic Wealth
Missouri
$6.09M 237,167 +71,513 +43%
Bank of America
71
Bank of America
North Carolina
$6.01M 233,878 +225,583 +2,720%
RFP
72
RCS Financial Planning
Maryland
$5.99M 233,121 +612 +0.3%
MWP
73
Meredith Wealth Planning
Illinois
$5.77M 224,417 +64,341 +40%
EWA
74
Exencial Wealth Advisors
Oklahoma
$5.63M 219,277 +20,282 +10%
CPA
75
Cardiff Park Advisors
California
$5.52M 214,749 +383 +0.2%