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Dimensional US High Profitability ETF

205 hedge funds and large institutions have $3.04B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

215% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 39

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

16% more capital invested

Capital invested by funds: $2.62B → $3.04B (+$427M)

12% more funds holding

Funds holding: 183205 (+22)

1.95% more ownership

Funds ownership: 98.92%100.88% (+2%)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
3.25%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.6%
New
32
Increased
123
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSG
101
Helen Stephens Group
Texas
$3.07M -$17.7K -662 -0.6%
LPL Financial
102
LPL Financial
California
$3.02M -$789K -29,504 -20%
LSA
103
L & S Advisors
California
$2.75M +$849K +31,776 +42%
LNC
104
Lincoln National Corp
Pennsylvania
$2.47M +$871K +32,577 +51%
EFP
105
Envision Financial Planning
Tennessee
$2.42M +$2.52M +94,378 New
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$2.16M -$312K -11,663 -12%
SFM
107
Signet Financial Management
New Jersey
$2.15M +$9.62K +360 +0.4%
TIM
108
Tortoise Investment Management
New York
$2.11M +$109K +4,090 +5%
Citadel Advisors
109
Citadel Advisors
Florida
$2.1M +$2.19M +81,776 New
IAG
110
Investmark Advisory Group
Connecticut
$2.08M +$145K +5,442 +7%
WP
111
WealthSource Partners
California
$1.98M -$24.5K -917 -1%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$1.82M +$164K +6,127 +9%
MSFS
113
Main Street Financial Solutions
Pennsylvania
$1.61M +$145K +5,410 +9%
PW
114
Peninsula Wealth
California
$1.57M -$3.01M -112,449 -64%
SAG
115
SageView Advisory Group
California
$1.56M +$8.45K +316 +0.5%
GAM
116
Gemmer Asset Management
California
$1.55M +$302K +11,310 +23%
FIS
117
Fischer Investment Strategies
California
$1.55M -$108K -4,039 -6%
MML Investors Services
118
MML Investors Services
Massachusetts
$1.49M +$104K +3,892 +7%
PA
119
PFG Advisors
Arizona
$1.47M +$109K +4,062 +8%
SC
120
Schubert & Co
Texas
$1.39M +$4.41K +165 +0.3%
CG
121
Caprock Group
Idaho
$1.35M -$214K -8,025 -13%
RSWM
122
Robertson Stephens Wealth Management
California
$1.34M +$1.4M +52,309 New
GAM
123
GEM Asset Management
Michigan
$1.33M +$151K +5,653 +12%
Creative Planning
124
Creative Planning
Kansas
$1.32M +$18.3K +685 +1%
AIS
125
American Investment Services
Massachusetts
$1.31M +$446K +16,698 +49%