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Dimensional US High Profitability ETF

235 hedge funds and large institutions have $3.91B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
3.45%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
49
Increased
131
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$15.4M 537,182 +282,006 +111%
MWP
52
Meredith Wealth Planning
Illinois
$15M 523,887 +299,470 +133%
SSC
53
Syverson Strege & Co
Iowa
$14.7M 515,051 -11,520 -2%
OA
54
Oceanside Advisors
South Carolina
$14.2M 495,346 +495,346 New
GOCP
55
Great Oak Capital Partners
Massachusetts
$14.1M 491,980 +491,980 New
FIS
56
Fischer Investment Strategies
California
$13.7M 480,245 +420,054 +698%
AG
57
AlTi Global
New York
$13.6M 475,150 +475,150 New
MGW
58
MB Generational Wealth
Washington
$13.3M 463,479 +463,479 New
FWM
59
Fortress Wealth Management
California
$13.2M 461,045 +327,342 +245%
SIS
60
Strategic Investment Solutions
Illinois
$13.1M 458,407 -5,915,349 -93%
WFA
61
Websterrogers Financial Advisors
South Carolina
$13M 453,872 +125,009 +38%
NA
62
NewEdge Advisors
Louisiana
$12.8M 438,649 +267,753 +157%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$12.2M 427,711 -6,327 -1%
Stifel Financial
64
Stifel Financial
Missouri
$11.8M 413,815 +17,356 +4%
SAM
65
Satovsky Asset Management
New York
$11.5M 402,005 +21,990 +6%
FPAS
66
Focus Partners Advisor Solutions
Missouri
$11.5M 401,126 +211,900 +112%
KA
67
Kooman & Associates
Pennsylvania
$11.2M 391,070 +6,941 +2%
PWMAG
68
Pinnacle Wealth Management Advisory Group
New Jersey
$11.1M 386,562 +3,068 +0.8%
PA
69
Pinnacle Associates
New York
$11.1M 386,562 +3,068 +0.8%
WFA
70
West Financial Advisors
Iowa
$10.7M 372,729 +40,736 +12%
Bank of America
71
Bank of America
North Carolina
$10.6M 371,189 +137,311 +59%
CAM
72
CPA Asset Management
Florida
$10.5M 365,828 +25,203 +7%
ACP
73
Aveo Capital Partners
Colorado
$10.2M 357,470 +15,613 +5%
LFS
74
Lutz Financial Services
Nebraska
$10M 350,311 +142,345 +68%
RW
75
REDW Wealth
New Mexico
$9.29M 324,722 +25,187 +8%