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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$5.6M +$689K +25,765 +15%
WCA
102
Waypoint Capital Advisors
Minnesota
$5.5M +$141K +5,278 +3%
WAM
103
Weinberger Asset Management
California
$5.41M +$560K +20,945 +12%
RJA
104
Raymond James & Associates
Florida
$5.32M +$4.98M +186,053 New
LFA
105
Level Financial Advisors
New York
$4.92M +$628K +23,456 +16%
MHB
106
Midwest Heritage Bank
Iowa
$4.69M +$365K +13,632 +9%
WWP
107
Walden Wealth Partners
Ohio
$4.6M +$4.3M +160,764 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$4.59M +$316K +11,809 +8%
LFA
109
Landmark Financial Advisors
Kentucky
$4.54M +$261K +9,754 +7%
GAM
110
Gemmer Asset Management
California
$4.51M +$2.6M +97,225 +161%
CA
111
Claris Advisors
Missouri
$4.38M +$603K +22,535 +17%
WW
112
Waterfront Wealth
Kansas
$4.37M -$54.2K -2,025 -1%
HCM
113
Hutchinson Capital Management
California
$4.32M +$573K +21,402 +17%
SC
114
Savant Capital
Illinois
$4M +$3.74M +139,697 New
LPL Financial
115
LPL Financial
California
$3.76M +$370K +13,841 +12%
Jane Street
116
Jane Street
New York
$3.71M -$615K -22,998 -15%
IWC
117
Integrated Wealth Concepts
Massachusetts
$3.47M -$44.6K -1,667 -1%
HSG
118
Helen Stephens Group
Texas
$3.42M +$7.71K +288 +0.2%
EFP
119
Envision Financial Planning
Tennessee
$3.26M +$527K +19,691 +21%
KWM
120
Kingsview Wealth Management
Oregon
$3.19M -$493K -18,416 -14%
FWP
121
Family Wealth Partners
North Carolina
$3.08M +$2.88M +107,797 New
LSA
122
L & S Advisors
California
$3.06M -$7.62K -285 -0.3%
Osaic Holdings
123
Osaic Holdings
Arizona
$3.05M -$9.26M -346,165 -76%
LNC
124
Lincoln National Corp
Pennsylvania
$2.91M +$145K +5,423 +6%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$2.54M +$480K +17,933 +25%