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Dimensional US High Profitability ETF

128 hedge funds and large institutions have $1.34B invested in Dimensional US High Profitability ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 2

580% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 10

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

67% more capital invested

Capital invested by funds: $799M → $1.34B (+$538M)

52% more funds holding

Funds holding: 84128 (+44)

3.98% more ownership

Funds ownership: 89.1%93.08% (+4%)

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.06%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.4%
New
50
Increased
68
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHB
76
Midwest Heritage Bank
Iowa
$1.1M +$445K +18,782 +69%
CA
77
Claris Advisors
Missouri
$1.04M +$1.03M +43,381 New
SC
78
Schubert & Co
Texas
$1.04M +$296K +12,473 +40%
ALWM
79
Andrews Lucia Wealth Management
California
$1.02M -$61.6K -2,600 -6%
IAG
80
Investmark Advisory Group
Connecticut
$1M +$513K +21,630 +107%
SAS
81
Sanford Advisory Services
Michigan
$1M +$991K +41,814 New
GAM
82
GEM Asset Management
Michigan
$972K +$960K +40,480 New
TRCT
83
Tower Research Capital (TRC)
New York
$963K +$950K +40,061 +121,397%
SFA
84
Sequoia Financial Advisors
Ohio
$888K +$877K +36,991 New
Goldman Sachs
85
Goldman Sachs
New York
$884K +$873K +36,809 New
GTAM
86
Global Trust Asset Management
Florida
$870K -$99.8K -4,210 -10%
LPL Financial
87
LPL Financial
California
$803K +$793K +33,431 New
KAS
88
Kestra Advisory Services
Texas
$781K +$166K +6,991 +27%
AFS
89
Annapolis Financial Services
Maryland
$775K +$720K +30,374 +1,580%
FTUS
90
Flow Traders U.S.
New York
$772K +$763K +32,169 New
AIS
91
American Investment Services
Massachusetts
$763K +$753K +31,764 New
EP
92
Equius Partners
California
$741K +$200K +8,416 +38%
GAM
93
Gemmer Asset Management
California
$707K +$95.7K +4,035 +16%
WWM
94
Wolff Wiese Magana
California
$691K +$16.2K +685 +2%
EH
95
Equitable Holdings
New York
$645K +$195K +8,246 +44%
LFS
96
Lutz Financial Services
Nebraska
$561K +$554K +23,380 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$515K -$4.76M -200,600 -90%
FPAS
98
Focus Partners Advisor Solutions
Missouri
$492K +$486K +20,497 New
OPS
99
Orion Portfolio Solutions
Nebraska
$481K -$177K -7,475 -27%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$443K +$4.93K +208 +1%