We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
51
Leading Edge Financial Planning
Tennessee
$19.2M +$1.89M +62,991 +12%
EF
52
Empowered Funds
Pennsylvania
$19M +$18M +600,621 New
KAS
53
Kestra Advisory Services
Texas
$18.7M +$1.62M +54,106 +10%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$18.5M +$5.49M +183,277 +46%
MWP
55
Meredith Wealth Planning
Illinois
$18.3M +$1.65M +54,941 +10%
Bank of America
56
Bank of America
North Carolina
$18.1M +$6.04M +201,429 +54%
MGW
57
MB Generational Wealth
Washington
$17M +$2.19M +72,909 +16%
FIS
58
Fischer Investment Strategies
California
$16.9M +$1.59M +53,074 +11%
SSC
59
Syverson Strege & Co
Iowa
$16.4M +$156K +5,215 +1%
Stifel Financial
60
Stifel Financial
Missouri
$16.1M +$2.9M +96,788 +23%
NA
61
NewEdge Advisors
Louisiana
$16.1M +$2.15M +71,753 +16%
OA
62
Oceanside Advisors
South Carolina
$15.9M +$200K +6,663 +1%
AWM
63
AE Wealth Management
Kansas
$15.1M -$21.8M -728,567 -60%
FWM
64
Fortress Wealth Management
California
$14.9M +$343K +11,434 +2%
AFA
65
Arlington Financial Advisors
California
$14.1M +$13.3M +445,157 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$14M +$12.4M +414,452 +1,496%
OCG
67
Opus Capital Group
Ohio
$13.3M +$12.6M +420,306 New
HCM
68
Hutchinson Capital Management
California
$13.1M +$7.9M +263,590 +175%
LFS
69
Lutz Financial Services
Nebraska
$13.1M +$1.88M +62,588 +18%
WWA
70
WCG Wealth Advisors
Nevada
$12.7M +$3.44M +114,688 +40%
FFS
71
Founders Financial Securities
Maryland
$12.6M -$6.42M -214,277 -35%
WFA
72
Websterrogers Financial Advisors
South Carolina
$12.6M -$1.7M -56,800 -13%
KA
73
Kooman & Associates
Pennsylvania
$12.4M +$65K +2,168 +0.6%
HI
74
Horizon Investments
North Carolina
$12.4M -$6.42M -213,985 -35%
PA
75
Pinnacle Associates
New York
$12.1M -$70.9K -2,366 -0.6%