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Dimensional US High Profitability ETF

182 hedge funds and large institutions have $2.59B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
2.87%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.49%
New
32
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$1.69M 63,728 +16,016 +34%
CG
102
Caprock Group
Idaho
$1.61M 60,765 +9,698 +19%
SAG
103
SageView Advisory Group
California
$1.6M 60,328 -39 -0.1%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$1.52M 57,224 +4,312 +8%
MML Investors Services
105
MML Investors Services
Massachusetts
$1.43M 54,003 +54,003 New
SC
106
Schubert & Co
Texas
$1.43M 53,781 +546 +1%
PA
107
PFG Advisors
Arizona
$1.41M 53,211 +14,489 +37%
KWM
108
Kingsview Wealth Management
Oregon
$1.4M 52,749 -4,653 -8%
Creative Planning
109
Creative Planning
Kansas
$1.35M 50,705 -6,014 -11%
GAM
110
Gemmer Asset Management
California
$1.3M 48,981 +9,436 +24%
GAM
111
GEM Asset Management
Michigan
$1.22M 46,019 +2,364 +5%
Truist Financial
112
Truist Financial
North Carolina
$1.21M 45,722 +22,914 +100%
ALWM
113
Andrews Lucia Wealth Management
California
$1.12M 42,353
AFS
114
Annapolis Financial Services
Maryland
$1.07M 40,150 -7,112 -15%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$970K 36,557 +27,000 +283%
GTAM
116
Global Trust Asset Management
Florida
$964K 36,337 -400 -1%
EH
117
Equitable Holdings
New York
$928K 34,976 +1,003 +3%
AIS
118
American Investment Services
Massachusetts
$913K 34,398 +2,634 +8%
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$783K 29,485 +29,485 New
Renaissance Technologies
120
Renaissance Technologies
New York
$775K 29,200 +29,200 New
BTI
121
Blue Trust Inc
Georgia
$744K 29,580 +29,580 New
WWM
122
Wolff Wiese Magana
California
$704K 26,539 -858 -3%
RFP
123
Root Financial Partners
California
$663K 24,970 -3,648 -13%
Betterment LLC
124
Betterment LLC
New York
$638K 24,050 -1,036 -4%
HKIMG
125
Hutchens & Kramer Investment Management Group
Indiana
$632K 23,824 +6,664 +39%