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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSC
76
Syverson Strege & Co
Iowa
$16.9M -$211K -6,106 -1%
Stifel Financial
77
Stifel Financial
Missouri
$16.7M -$264K -7,636 -2%
VBA
78
von Borstel & Associates
Oregon
$16.5M +$5.78M +166,913 +52%
FFS
79
Founders Financial Securities
Maryland
$16.1M +$1.16M +33,396 +8%
IWC
80
Integrated Wealth Concepts
Massachusetts
$16.1M +$12.1M +350,850 +282%
MSWM
81
Master's Wealth Management
Pennsylvania
$16M +$16.4M +474,638 New
AFA
82
Arlington Financial Advisors
California
$16M +$529K +15,295 +3%
LFS
83
Lutz Financial Services
Nebraska
$16M +$412K +11,921 +3%
SIS
84
Strategic Investment Solutions
Illinois
$16M +$1.31M +37,904 +8%
HI
85
Horizon Investments
North Carolina
$16M +$1.17M +33,885 +8%
HFA
86
Hippocratic Financial Advisors
California
$15.4M +$15.8M +456,183 New
TCM
87
Tassel Capital Management
North Carolina
$14.8M +$15.1M +436,984 New
WWA
88
WCG Wealth Advisors
Nevada
$14.6M +$475K +13,723 +3%
HCM
89
Hutchinson Capital Management
California
$14.3M +$130K +3,747 +0.9%
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$14.2M +$1.12M +32,266 +8%
FIS
91
Fischer Investment Strategies
California
$14.1M -$1.46M -42,152 -9%
KA
92
Kooman & Associates
Pennsylvania
$14M +$333K +9,612 +2%
EFP
93
Envision Financial Planning
Tennessee
$13.9M +$357K +10,305 +3%
CAM
94
CPA Asset Management
Florida
$13.5M -$170K -4,924 -1%
WFA
95
Websterrogers Financial Advisors
South Carolina
$13.4M -$158K -4,576 -1%
WFA
96
West Financial Advisors
Iowa
$13.3M -$178K -5,131 -1%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$13M +$5.5K +159 +0%
ICM
98
Intrepid Capital Management
Florida
$13M +$2M +57,826 +18%
AF
99
Advisornet Financial
Minnesota
$12.8M +$13.1M +379,024 +39,688%
PA
100
Pinnacle Associates
New York
$12.6M -$477K -13,777 -4%