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Dimensional US High Profitability ETF

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257288 (+31)

0.95% less ownership

Funds ownership: 99.59%98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$23.7M +$989K +31,800 +5%
Bank of America
52
Bank of America
North Carolina
$23.6M +$5.1M +164,190 +29%
RS
53
Retirement Solution
Washington
$22.6M -$118K -3,787 -0.5%
AG
54
AlTi Global
New York
$22.5M +$2.52M +81,200 +13%
LEFP
55
Leading Edge Financial Planning
Tennessee
$21.4M +$1.94M +62,287 +10%
MWP
56
Meredith Wealth Planning
Illinois
$21.2M +$2.64M +85,047 +15%
AF
57
Allworth Financial
California
$20.7M +$387K +12,438 +2%
KAS
58
Kestra Advisory Services
Texas
$20.4M +$1.43M +45,865 +8%
MGW
59
MB Generational Wealth
Washington
$17.5M +$283K +9,108 +2%
SSC
60
Syverson Strege & Co
Iowa
$16.8M +$170K +5,454 +1%
FIS
61
Fischer Investment Strategies
California
$16.7M -$323K -10,381 -2%
NA
62
NewEdge Advisors
Louisiana
$16.6M +$306K +9,837 +2%
EWA
63
Exencial Wealth Advisors
Oklahoma
$16.5M +$5.44M +174,877 +51%
OA
64
Oceanside Advisors
South Carolina
$16.4M +$339K +10,910 +2%
Stifel Financial
65
Stifel Financial
Missouri
$16.2M -$110K -3,541 -0.7%
AWM
66
AE Wealth Management
Kansas
$16.1M +$864K +27,804 +6%
TWA
67
TCI Wealth Advisors
Arizona
$15.7M +$4.24M +136,401 +38%
SIS
68
Strategic Investment Solutions
Illinois
$15.3M +$14.6M +469,015 New
OCG
69
Opus Capital Group
Ohio
$15.2M +$1.73M +55,703 +13%
FWM
70
Fortress Wealth Management
California
$15.1M -$59.5K -1,914 -0.4%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$14.7M +$531K +17,072 +4%
AFA
72
Arlington Financial Advisors
California
$14.4M +$121K +3,877 +0.9%
LFS
73
Lutz Financial Services
Nebraska
$14.3M +$1.05M +33,806 +8%
Mariner
74
Mariner
Kansas
$14M +$2.63M +84,641 +24%
FFS
75
Founders Financial Securities
Maryland
$13.5M +$710K +22,838 +6%