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Dimensional US High Profitability ETF

204 hedge funds and large institutions have $3.02B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
3.25%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.59%
New
32
Increased
122
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LFS
76
Lutz Financial Services
Nebraska
$5.34M 207,966 +91,811 +79%
PFM
77
Phillips Financial Management
Indiana
$5.18M 201,789 +100,946 +100%
WIM
78
Waycross Investment Management
Washington
$5.12M 199,112 -125 -0.1%
MWA
79
Mills Wealth Advisors
Texas
$5.1M 198,353 -5,506 -3%
BA
80
Bridgewater Advisors
New York
$4.92M 191,584 +36,938 +24%
FPAS
81
Focus Partners Advisor Solutions
Missouri
$4.86M 189,226 +165,750 +706%
WCA
82
Waypoint Capital Advisors
Minnesota
$4.8M 186,876 +16,071 +9%
AWM
83
Avondale Wealth Management
Texas
$4.49M 174,765 +174,765 New
PWM
84
PBMares Wealth Management
Virginia
$4.48M 174,403 +31,032 +22%
DAS
85
Dynamic Advisor Solutions
Arizona
$4.44M 172,772 +75,510 +78%
NA
86
NewEdge Advisors
Louisiana
$4.39M 170,896 +56,571 +49%
WAM
87
Weinberger Asset Management
California
$4.32M 168,136 +25,509 +18%
WW
88
Waterfront Wealth
Kansas
$3.93M 154,739 -11,315 -7%
Jane Street
89
Jane Street
New York
$3.93M 152,833 -50,096 -25%
MHB
90
Midwest Heritage Bank
Iowa
$3.86M 150,427 +13,306 +10%
LFA
91
Landmark Financial Advisors
Kentucky
$3.82M 148,872 +11,914 +9%
LFA
92
Level Financial Advisors
New York
$3.81M 148,485 +7,833 +6%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$3.81M 148,477 +1,397 +0.9%
SFG
94
Steward Financial Group
Texas
$3.65M 141,976 +42,822 +43%
FWM
95
Fortress Wealth Management
California
$3.43M 133,703 +14,705 +12%
CA
96
Claris Advisors
Missouri
$3.35M 130,511 +54,029 +71%
KWM
97
Kingsview Wealth Management
Oregon
$3.33M 129,790 +77,041 +146%
HCM
98
Hutchinson Capital Management
California
$3.33M 129,434 +2,862 +2%
IWC
99
Integrated Wealth Concepts
Massachusetts
$3.16M 122,847 +588 +0.5%
HSG
100
Helen Stephens Group
Texas
$3.07M 119,363 -662 -0.6%