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Dimensional US High Profitability ETF

205 hedge funds and large institutions have $3.04B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

215% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 39

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

16% more capital invested

Capital invested by funds: $2.62B → $3.04B (+$427M)

12% more funds holding

Funds holding: 183205 (+22)

1.95% more ownership

Funds ownership: 98.92%100.88% (+2%)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
3.25%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.6%
New
32
Increased
123
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Cardiff Park Advisors
California
$5.52M +$10.2K +383 +0.2%
LFS
77
Lutz Financial Services
Nebraska
$5.34M +$2.45M +91,811 +79%
PFM
78
Phillips Financial Management
Indiana
$5.18M +$2.7M +100,946 +100%
WIM
79
Waycross Investment Management
Washington
$5.12M -$3.34K -125 -0.1%
MWA
80
Mills Wealth Advisors
Texas
$5.1M -$147K -5,506 -3%
BA
81
Bridgewater Advisors
New York
$4.92M +$987K +36,938 +24%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$4.86M +$4.43M +165,750 +706%
WCA
83
Waypoint Capital Advisors
Minnesota
$4.8M +$430K +16,071 +9%
AWM
84
Avondale Wealth Management
Texas
$4.49M +$4.67M +174,765 New
PWM
85
PBMares Wealth Management
Virginia
$4.48M +$829K +31,032 +22%
DAS
86
Dynamic Advisor Solutions
Arizona
$4.44M +$2.02M +75,510 +78%
NA
87
NewEdge Advisors
Louisiana
$4.39M +$1.51M +56,571 +49%
WAM
88
Weinberger Asset Management
California
$4.32M +$682K +25,509 +18%
WW
89
Waterfront Wealth
Kansas
$3.93M -$302K -11,315 -7%
Jane Street
90
Jane Street
New York
$3.93M -$1.34M -50,096 -25%
MHB
91
Midwest Heritage Bank
Iowa
$3.86M +$356K +13,306 +10%
LFA
92
Landmark Financial Advisors
Kentucky
$3.82M +$318K +11,914 +9%
LFA
93
Level Financial Advisors
New York
$3.81M +$209K +7,833 +6%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$3.81M +$37.3K +1,397 +0.9%
SFG
95
Steward Financial Group
Texas
$3.65M +$1.14M +42,822 +43%
FWM
96
Fortress Wealth Management
California
$3.43M +$393K +14,705 +12%
CA
97
Claris Advisors
Missouri
$3.35M +$1.44M +54,029 +71%
KWM
98
Kingsview Wealth Management
Oregon
$3.33M +$2.06M +77,041 +146%
HCM
99
Hutchinson Capital Management
California
$3.33M +$76.5K +2,862 +2%
IWC
100
Integrated Wealth Concepts
Massachusetts
$3.16M +$15.7K +588 +0.5%