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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
REDW Wealth
New Mexico
$9.29M +$674K +25,187 +8%
LFGO
77
Legacy Financial Group (Oklahoma)
Oklahoma
$9.05M +$1.35M +50,452 +19%
TWA
78
TCI Wealth Advisors
Arizona
$9.04M +$850K +31,775 +11%
BA
79
Bridgewater Advisors
New York
$8.34M +$2.67M +99,818 +52%
ICM
80
Intrepid Capital Management
Florida
$8.18M -$12.8K -480 -0.2%
WWA
81
WCG Wealth Advisors
Nevada
$8.17M +$502K +18,763 +7%
RA
82
RFG Advisory
Alabama
$7.87M +$41.8K +1,563 +0.6%
IDA
83
Intelligence Driven Advisers
California
$7.85M +$7.2M +269,309 New
EWA
84
Exencial Wealth Advisors
Oklahoma
$7.83M +$1.46M +54,403 +25%
Mariner
85
Mariner
Kansas
$7.82M +$936K +35,005 +15%
JP Morgan Chase
86
JP Morgan Chase
New York
$7.81M +$18.4K +687 +0.3%
TAM
87
TCP Asset Management
Ohio
$7.73M +$370K +13,826 +5%
Morgan Stanley
88
Morgan Stanley
New York
$7.38M +$6.25M +233,738 +963%
PFM
89
Phillips Financial Management
Indiana
$7.36M +$1.48M +55,437 +27%
PWM
90
PBMares Wealth Management
Virginia
$7.32M +$2.18M +81,615 +47%
AC
91
Applied Capital
Arkansas
$7.3M +$116K +4,326 +2%
AHL
92
Abel Hall LLC
Louisiana
$6.99M +$6.53M +244,169 New
RFP
93
RCS Financial Planning
Maryland
$6.64M -$28.6K -1,068 -0.5%
CWG
94
Crown Wealth Group
North Carolina
$6.6M -$852K -31,847 -12%
AWM
95
Avondale Wealth Management
Texas
$6.44M +$1.34M +50,262 +29%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$6.21M +$3.56M +133,034 +158%
MWA
97
Mills Wealth Advisors
Texas
$6.11M +$406K +15,181 +8%
CPA
98
Cardiff Park Advisors
California
$6.08M -$55.2K -2,063 -1%
Renaissance Technologies
99
Renaissance Technologies
New York
$5.98M +$4.54M +169,600 +432%
WIM
100
Waycross Investment Management
Washington
$5.7M +$4.31K +161 +0.1%