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Dimensional US High Profitability ETF

161 hedge funds and large institutions have $1.87B invested in Dimensional US High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

533% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $1.34B → $1.87B (+$535M)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

26% more funds holding

Funds holding: 128161 (+33)

0.17% more ownership

Funds ownership: 93.08%93.24% (+0.17%)

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
2.57%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.53%
New
44
Increased
95
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Weinberger Asset Management
California
$2.99M +$750K +30,301 +34%
LPL Financial
77
LPL Financial
California
$2.76M +$1.89M +76,452 +229%
Jane Street
78
Jane Street
New York
$2.73M -$3.01M -121,868 -53%
HCM
79
Hutchinson Capital Management
California
$2.38M +$523K +21,140 +29%
NA
80
NewEdge Advisors
Louisiana
$2.29M +$576K +23,278 +34%
BSW
81
Buckingham Strategic Wealth
Missouri
$2.06M
SFG
82
Steward Financial Group
Texas
$2.04M +$60.3K +2,439 +3%
WP
83
WealthSource Partners
California
$1.97M -$7.05K -285 -0.4%
CA
84
Claris Advisors
Missouri
$1.87M +$768K +31,040 +72%
DAS
85
Dynamic Advisor Solutions
Arizona
$1.79M +$1.39M +56,236 +373%
TIM
86
Tortoise Investment Management
New York
$1.79M -$23.4K -945 -1%
UWPG
87
Ullmann Wealth Partners Group
Florida
$1.57M +$1.54M +62,338 New
SAG
88
SageView Advisory Group
California
$1.52M +$46.2K +1,869 +3%
KWM
89
Kingsview Wealth Management
Oregon
$1.44M +$1.42M +57,402 New
IAG
90
Investmark Advisory Group
Connecticut
$1.43M +$374K +15,114 +36%
Creative Planning
91
Creative Planning
Kansas
$1.43M +$196K +7,934 +16%
SFM
92
Signet Financial Management
New Jersey
$1.42M -$44.9K -1,816 -3%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$1.34M +$867K +35,046 +190%
SC
94
Schubert & Co
Texas
$1.34M +$244K +9,873 +23%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$1.33M +$108K +4,365 +9%
CG
96
Caprock Group
Idaho
$1.28M +$1.26M +51,067 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$1.23M +$675K +27,293 +127%
LNC
98
Lincoln National Corp
Pennsylvania
$1.2M +$1.18M +47,712 New
AFS
99
Annapolis Financial Services
Maryland
$1.19M +$370K +14,966 +46%
GAM
100
GEM Asset Management
Michigan
$1.1M +$78.5K +3,175 +8%