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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
51
Leading Edge Financial Planning
Tennessee
$15.6M +$587K +21,947 +4%
KAS
52
Kestra Advisory Services
Texas
$15.4M +$7.54M +282,006 +111%
MWP
53
Meredith Wealth Planning
Illinois
$15M +$8.01M +299,470 +133%
SSC
54
Syverson Strege & Co
Iowa
$14.7M -$308K -11,520 -2%
OA
55
Oceanside Advisors
South Carolina
$14.2M +$13.3M +495,346 New
GOCP
56
Great Oak Capital Partners
Massachusetts
$14.1M +$13.2M +491,980 New
FIS
57
Fischer Investment Strategies
California
$13.7M +$11.2M +420,054 +698%
AG
58
AlTi Global
New York
$13.6M +$12.7M +475,150 New
MGW
59
MB Generational Wealth
Washington
$13.3M +$12.4M +463,479 New
FWM
60
Fortress Wealth Management
California
$13.2M +$8.76M +327,342 +245%
SIS
61
Strategic Investment Solutions
Illinois
$13.1M -$158M -5,915,349 -93%
WFA
62
Websterrogers Financial Advisors
South Carolina
$13M +$3.34M +125,009 +38%
NA
63
NewEdge Advisors
Louisiana
$12.8M +$7.16M +267,753 +157%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$169K -6,327 -1%
Stifel Financial
65
Stifel Financial
Missouri
$11.8M +$464K +17,356 +4%
SAM
66
Satovsky Asset Management
New York
$11.5M +$588K +21,990 +6%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$11.5M +$5.67M +211,900 +112%
KA
68
Kooman & Associates
Pennsylvania
$11.2M +$186K +6,941 +2%
PA
69
Pinnacle Associates
New York
$11.1M +$82.1K +3,068 +0.8%
PWMAG
70
Pinnacle Wealth Management Advisory Group
New Jersey
$11.1M +$82.1K +3,068 +0.8%
WFA
71
West Financial Advisors
Iowa
$10.7M +$1.09M +40,736 +12%
Bank of America
72
Bank of America
North Carolina
$10.6M +$3.67M +137,311 +59%
CAM
73
CPA Asset Management
Florida
$10.5M +$674K +25,203 +7%
ACP
74
Aveo Capital Partners
Colorado
$10.2M +$418K +15,613 +5%
LFS
75
Lutz Financial Services
Nebraska
$10M +$3.81M +142,345 +68%