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Dimensional US High Profitability ETF

311 hedge funds and large institutions have $6.84B invested in Dimensional US High Profitability ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 175 increasing their positions, 64 reducing their positions, and 19 closing their positions.

Holders
311
Holders Change
+26
Holders Change %
+9.12%
% of All Funds
4.5%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
49
Increased
175
Reduced
64
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWM
51
Liberty Wealth Management
California
$27M 791,209 -710,270 -47%
AF
52
Allworth Financial
California
$26.7M 782,391 +142,163 +22%
B
53
BetterWealth
California
$26.4M 774,087 +9,453 +1%
TWD
54
True Wealth Design
Ohio
$26.3M 770,937 -169,759 -18%
LEFP
55
Leading Edge Financial Planning
Tennessee
$26.1M 767,529 +98,287 +15%
AG
56
AlTi Global
New York
$23.9M 700,750 -2,800 -0.4%
RS
57
Retirement Solution
Washington
$23.5M 689,267 -18,587 -3%
MWP
58
Meredith Wealth Planning
Illinois
$23.4M 687,818 +23,943 +4%
KAS
59
Kestra Advisory Services
Texas
$22.4M 658,878 +21,725 +3%
TWA
60
TCI Wealth Advisors
Arizona
$20.5M 601,099 +110,056 +22%
FWM
61
Fortress Wealth Management
California
$19.6M 574,819 +104,254 +22%
EWA
62
Exencial Wealth Advisors
Oklahoma
$19.1M 560,920 +45,396 +9%
AWM
63
AE Wealth Management
Kansas
$18.7M 548,512 +44,566 +9%
MGW
64
MB Generational Wealth
Washington
$18.5M 544,316 -1,180 -0.2%
OA
65
Oceanside Advisors
South Carolina
$17.8M 522,383 +9,464 +2%
OCG
66
Opus Capital Group
Ohio
$17.8M 521,404 +45,395 +10%
Mariner
67
Mariner
Kansas
$17.5M 514,307 +77,918 +18%
SSC
68
Syverson Strege & Co
Iowa
$17.2M 505,249 -20,471 -4%
Stifel Financial
69
Stifel Financial
Missouri
$17.1M 502,228 -4,834 -1%
SIS
70
Strategic Investment Solutions
Illinois
$16.8M 493,242 +24,227 +5%
PFM
71
Phillips Financial Management
Indiana
$16.8M 491,990 +102,407 +26%
PWM
72
PBMares Wealth Management
Virginia
$16.6M 486,517 +112,567 +30%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$16.4M 480,337 +21,103 +5%
LFS
74
Lutz Financial Services
Nebraska
$15.7M 460,722 +14,017 +3%
FIS
75
Fischer Investment Strategies
California
$15.7M 460,479 -62,459 -12%