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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
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
$27M +$1.12M +32,258 +4%
BPA
52
Beacon Pointe Advisors
California
$26.8M -$196K -5,654 -0.7%
AF
53
Allworth Financial
California
$26.6M -$702K -20,275 -3%
LWM
54
Liberty Wealth Management
California
$26.4M -$310K -8,950 -1%
TWD
55
True Wealth Design
Ohio
$26M -$7.65K -221 -0%
SWA
56
Sax Wealth Advisors
New Jersey
$24.9M -$7.65M -221,110 -23%
MWP
57
Meredith Wealth Planning
Illinois
$24.6M +$1.35M +38,921 +6%
TWA
58
TCI Wealth Advisors
Arizona
$24.3M +$4.05M +117,106 +19%
CJH
59
Christopher J. Hasenberg
Wisconsin
$23.6M -$8.26M -238,784 -25%
RS
60
Retirement Solution
Washington
$22.8M -$495K -14,306 -2%
UWM
61
United Wealth Management
Virginia
$22M +$22.6M +652,508 New
TFO
62
Timonier Family Office
North Carolina
$22M +$22.5M +650,549 New
FWM
63
Fortress Wealth Management
California
$21.3M +$1.88M +54,367 +9%
EWA
64
Exencial Wealth Advisors
Oklahoma
$20.7M +$1.81M +52,223 +9%
Mariner
65
Mariner
Kansas
$20.6M +$3.32M +96,020 +19%
AWM
66
AE Wealth Management
Kansas
$20.4M +$1.94M +55,929 +10%
RIM
67
RW Investment Management
Idaho
$20.2M +$18.2M +527,054 +752%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$19.9M +$3.77M +108,850 +23%
BA
69
Bridgewater Advisors
New York
$19.4M +$4.15M +119,815 +26%
MGW
70
MB Generational Wealth
Washington
$18.1M -$284K -8,210 -2%
AC
71
Apella Capital
Connecticut
$18M +$16.5M +477,255 +869%
OCG
72
Opus Capital Group
Ohio
$18M +$373K +10,768 +2%
OA
73
Oceanside Advisors
South Carolina
$17.7M +$68K +1,965 +0.4%
M
74
MATAURO
New York
$17.7M +$18.1M +522,757 New
PWM
75
PBMares Wealth Management
Virginia
$17.4M +$983K +28,411 +6%