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Dimensional US High Profitability ETF

183 hedge funds and large institutions have $2.62B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 30

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $1.87B → $2.62B (+$744M)

14% more funds holding

Funds holding: 161183 (+22)

5.68% more ownership

Funds ownership: 93.24%98.92% (+5.7%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
2.87%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
33
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
PBMares Wealth Management
Virginia
$3.81M +$213K +8,445 +6%
WAM
77
Weinberger Asset Management
California
$3.79M +$595K +23,577 +20%
LFA
78
Level Financial Advisors
New York
$3.73M +$413K +16,380 +13%
MHB
79
Midwest Heritage Bank
Iowa
$3.64M +$241K +9,541 +7%
LFA
80
Landmark Financial Advisors
Kentucky
$3.63M +$174K +6,893 +5%
HCM
81
Hutchinson Capital Management
California
$3.36M +$806K +31,923 +34%
IWC
82
Integrated Wealth Concepts
Massachusetts
$3.24M +$10.9K +432 +0.4%
HSG
83
Helen Stephens Group
Texas
$3.19M -$139K -5,526 -4%
FWM
84
Fortress Wealth Management
California
$3.16M +$3M +118,998 New
LFS
85
Lutz Financial Services
Nebraska
$3.08M +$2.22M +87,882 +311%
NA
86
NewEdge Advisors
Louisiana
$3.03M +$585K +23,180 +25%
Mariner
87
Mariner
Kansas
$2.8M +$2.15M +85,232 +417%
PFM
88
Phillips Financial Management
Indiana
$2.68M +$2.26M +89,397 +781%
SFG
89
Steward Financial Group
Texas
$2.63M +$454K +17,979 +22%
DAS
90
Dynamic Advisor Solutions
Arizona
$2.58M +$655K +25,965 +36%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$2.54M +$1.19M +47,076 +97%
NL
92
NWAM LLC
Washington
$2.27M +$1.69M +67,036 +365%
SFM
93
Signet Financial Management
New Jersey
$2.22M +$685K +27,151 +48%
TIM
94
Tortoise Investment Management
New York
$2.07M +$175K +6,940 +10%
WP
95
WealthSource Partners
California
$2.07M -$7.09K -281 -0.4%
CA
96
Claris Advisors
Missouri
$2.03M +$52K +2,061 +3%
IAG
97
Investmark Advisory Group
Connecticut
$2.01M +$473K +18,758 +33%
LSA
98
L & S Advisors
California
$2M +$1.9M +75,433 New
SIS
99
Strategic Investment Solutions
Illinois
$1.8M -$9.83M -389,340 -85%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.72M +$282K +11,158 +21%