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Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
76
Pinnacle Wealth Management Advisory Group
New Jersey
$12.1M -$70.9K -2,366 -0.6%
WFA
77
West Financial Advisors
Iowa
$12M +$206K +6,876 +2%
CAM
78
CPA Asset Management
Florida
$12M +$402K +13,425 +4%
SAM
79
Satovsky Asset Management
New York
$11.9M -$799K -26,663 -7%
RW
80
REDW Wealth
New Mexico
$11.5M +$1.16M +38,715 +12%
TWA
81
TCI Wealth Advisors
Arizona
$11.2M +$1.16M +38,596 +12%
Mariner
82
Mariner
Kansas
$11.1M +$2.35M +78,470 +29%
BA
83
Bridgewater Advisors
New York
$11.1M +$1.79M +59,782 +21%
ACP
84
Aveo Capital Partners
Colorado
$10.8M -$30.5K -1,016 -0.3%
EWA
85
Exencial Wealth Advisors
Oklahoma
$10.8M +$2.01M +66,967 +24%
LFGO
86
Legacy Financial Group (Oklahoma)
Oklahoma
$10.8M +$717K +23,904 +8%
TAM
87
TCP Asset Management
Ohio
$10.6M +$1.93M +64,234 +24%
PFM
88
Phillips Financial Management
Indiana
$10.2M +$1.92M +64,044 +25%
PWM
89
PBMares Wealth Management
Virginia
$10M +$1.83M +60,997 +24%
ICM
90
Intrepid Capital Management
Florida
$9.54M +$472K +15,741 +6%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$9.4M +$2.41M +80,318 +37%
RJA
92
Raymond James & Associates
Florida
$9.01M +$2.97M +98,989 +53%
Financial Engines Advisors
93
Financial Engines Advisors
California
$8.85M +$8.4M +280,097 New
JP Morgan Chase
94
JP Morgan Chase
New York
$8.76M +$544K +18,135 +7%
RA
95
RFG Advisory
Alabama
$8.59M -$92.6K -3,089 -1%
AC
96
Applied Capital
Arkansas
$8.49M +$400K +13,327 +5%
IDA
97
Intelligence Driven Advisers
California
$8.1M -$396K -13,219 -5%
AHL
98
Abel Hall LLC
Louisiana
$7.75M +$27.5K +916 +0.4%
LFA
99
Level Financial Advisors
New York
$7.53M +$1.99M +66,270 +39%
AWM
100
Avondale Wealth Management
Texas
$7.34M +$214K +7,130 +3%