We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

183 hedge funds and large institutions have $2.62B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 30

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $1.87B → $2.62B (+$744M)

14% more funds holding

Funds holding: 161183 (+22)

5.68% more ownership

Funds ownership: 93.24%98.92% (+5.7%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
2.87%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
33
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIS
101
Fischer Investment Strategies
California
$1.7M +$1.62M +64,230 New
LNC
102
Lincoln National Corp
Pennsylvania
$1.69M +$404K +16,016 +34%
CG
103
Caprock Group
Idaho
$1.61M +$245K +9,698 +19%
SAG
104
SageView Advisory Group
California
$1.6M -$984 -39 -0.1%
MSFS
105
Main Street Financial Solutions
Pennsylvania
$1.52M +$109K +4,312 +8%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.43M +$1.36M +54,003 New
SC
107
Schubert & Co
Texas
$1.43M +$13.8K +546 +1%
PA
108
PFG Advisors
Arizona
$1.41M +$366K +14,489 +37%
KWM
109
Kingsview Wealth Management
Oregon
$1.4M -$117K -4,653 -8%
Creative Planning
110
Creative Planning
Kansas
$1.35M -$152K -6,014 -11%
GAM
111
Gemmer Asset Management
California
$1.3M +$238K +9,436 +24%
GAM
112
GEM Asset Management
Michigan
$1.22M +$59.7K +2,364 +5%
Truist Financial
113
Truist Financial
North Carolina
$1.21M +$578K +22,914 +100%
ALWM
114
Andrews Lucia Wealth Management
California
$1.12M
AFS
115
Annapolis Financial Services
Maryland
$1.07M -$179K -7,112 -15%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$970K +$681K +27,000 +283%
GTAM
117
Global Trust Asset Management
Florida
$964K -$10.1K -400 -1%
EH
118
Equitable Holdings
New York
$928K +$25.3K +1,003 +3%
AIS
119
American Investment Services
Massachusetts
$913K +$66.5K +2,634 +8%
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$783K +$744K +29,485 New
Renaissance Technologies
121
Renaissance Technologies
New York
$775K +$737K +29,200 New
BTI
122
Blue Trust Inc
Georgia
$744K +$746K +29,580 New
WWM
123
Wolff Wiese Magana
California
$704K -$21.7K -858 -3%
RFP
124
Root Financial Partners
California
$663K -$92.1K -3,648 -13%
Betterment LLC
125
Betterment LLC
New York
$638K -$26.1K -1,036 -4%