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Dimensional US High Profitability ETF

161 hedge funds and large institutions have $1.87B invested in Dimensional US High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

533% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $1.34B → $1.87B (+$535M)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

26% more funds holding

Funds holding: 128161 (+33)

0.17% more ownership

Funds ownership: 93.08%93.24% (+0.17%)

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
2.57%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.53%
New
44
Increased
95
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
101
Andrews Lucia Wealth Management
California
$1.06M
GAM
102
Gemmer Asset Management
California
$994K +$250K +10,092 +34%
PA
103
PFG Advisors
Arizona
$973K +$958K +38,722 New
GTAM
104
Global Trust Asset Management
Florida
$924K +$12.4K +500 +1%
Goldman Sachs
105
Goldman Sachs
New York
$888K -$36.4K -1,472 -4%
Citadel Advisors
106
Citadel Advisors
Florida
$876K +$862K +34,844 New
EH
107
Equitable Holdings
New York
$854K +$176K +7,105 +26%
AIS
108
American Investment Services
Massachusetts
$763K
FPAS
109
Focus Partners Advisor Solutions
Missouri
$760K +$241K +9,741 +48%
RFP
110
Root Financial Partners
California
$719K +$708K +28,618 New
LFS
111
Lutz Financial Services
Nebraska
$711K +$121K +4,893 +21%
WWM
112
Wolff Wiese Magana
California
$689K -$33.8K -1,366 -5%
Betterment LLC
113
Betterment LLC
New York
$631K +$621K +25,086 New
Truist Financial
114
Truist Financial
North Carolina
$559K +$564K +22,808 New
AWS
115
Atria Wealth Solutions
New York
$534K +$526K +21,250 New
Mariner
116
Mariner
Kansas
$514K +$203K +8,224 +67%
FFA
117
Farther Finance Advisors
California
$469K +$297K +12,009 +181%
NL
118
NWAM LLC
Washington
$462K -$1.59M -64,332 -78%
SHFA
119
SC&H Financial Advisors
Maryland
$455K +$1.44K +58 +0.3%
AL
120
Aspiriant LLC
California
$435K +$428K +17,299 New
HKIMG
121
Hutchens & Kramer Investment Management Group
Indiana
$431K +$47.3K +1,912 +13%
MCA
122
Maryland Capital Advisors
Maryland
$430K -$2.47K -100 -0.6%
BWM
123
Birchcreek Wealth Management
Ohio
$425K +$59.1K +2,389 +16%
FOA
124
Five Oceans Advisors
California
$413K +$39.6K +1,602 +11%
OPS
125
Orion Portfolio Solutions
Nebraska
$412K -$90.6K -3,663 -18%