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Dimensional US High Profitability ETF

255 hedge funds and large institutions have $5B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 53 reducing their positions, and 12 closing their positions.

Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.7%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
37
Increased
148
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EF
51
Empowered Funds
Pennsylvania
$19M 600,621 +600,621 New
KAS
52
Kestra Advisory Services
Texas
$18.7M 591,288 +54,106 +10%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$18.5M 584,403 +183,277 +46%
MWP
54
Meredith Wealth Planning
Illinois
$18.3M 578,828 +54,941 +10%
Bank of America
55
Bank of America
North Carolina
$18.1M 572,618 +201,429 +54%
MGW
56
MB Generational Wealth
Washington
$17M 536,388 +72,909 +16%
FIS
57
Fischer Investment Strategies
California
$16.9M 533,319 +53,074 +11%
SSC
58
Syverson Strege & Co
Iowa
$16.4M 520,266 +5,215 +1%
Stifel Financial
59
Stifel Financial
Missouri
$16.1M 510,603 +96,788 +23%
NA
60
NewEdge Advisors
Louisiana
$16.1M 510,402 +71,753 +16%
OA
61
Oceanside Advisors
South Carolina
$15.9M 502,009 +6,663 +1%
AWM
62
AE Wealth Management
Kansas
$15.1M 476,142 -728,567 -60%
FWM
63
Fortress Wealth Management
California
$14.9M 472,479 +11,434 +2%
AFA
64
Arlington Financial Advisors
California
$14.1M 445,157 +445,157 New
Baird Financial Group
65
Baird Financial Group
Wisconsin
$14M 442,162 +414,452 +1,496%
OCG
66
Opus Capital Group
Ohio
$13.3M 420,306 +420,306 New
HCM
67
Hutchinson Capital Management
California
$13.1M 414,426 +263,590 +175%
LFS
68
Lutz Financial Services
Nebraska
$13.1M 412,899 +62,588 +18%
WWA
69
WCG Wealth Advisors
Nevada
$12.7M 400,339 +114,688 +40%
FFS
70
Founders Financial Securities
Maryland
$12.6M 398,429 -214,277 -35%
WFA
71
Websterrogers Financial Advisors
South Carolina
$12.6M 397,072 -56,800 -13%
KA
72
Kooman & Associates
Pennsylvania
$12.4M 393,238 +2,168 +0.6%
HI
73
Horizon Investments
North Carolina
$12.4M 393,023 -213,985 -35%
PA
74
Pinnacle Associates
New York
$12.1M 384,196 -2,366 -0.6%
PWMAG
75
Pinnacle Wealth Management Advisory Group
New Jersey
$12.1M 384,196 -2,366 -0.6%