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Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
101
Waycross Investment Management
Washington
$7.32M +$971K +32,374 +16%
Morgan Stanley
102
Morgan Stanley
New York
$7.32M -$794K -26,480 -10%
CWG
103
Crown Wealth Group
North Carolina
$7.3M +$11.4K +381 +0.2%
WCA
104
Waypoint Capital Advisors
Minnesota
$7.24M +$1.11M +37,012 +19%
WAM
105
Weinberger Asset Management
California
$6.82M +$799K +26,642 +14%
GAM
106
Gemmer Asset Management
California
$6.8M +$1.73M +57,556 +37%
CPA
107
Cardiff Park Advisors
California
$6.72M +$420 +14 +0%
MHB
108
Midwest Heritage Bank
Iowa
$6.72M +$1.46M +48,621 +30%
DAS
109
Dynamic Advisor Solutions
Arizona
$6.62M +$329K +10,977 +6%
MWA
110
Mills Wealth Advisors
Texas
$6.45M -$287K -9,583 -4%
RFP
111
RCS Financial Planning
Maryland
$5.98M -$1.29M -42,880 -18%
FWP
112
Family Wealth Partners
North Carolina
$5.41M +$1.9M +63,375 +59%
WWP
113
Walden Wealth Partners
Ohio
$5.34M +$357K +11,919 +7%
CA
114
Claris Advisors
Missouri
$5.25M +$392K +13,068 +9%
LPL Financial
115
LPL Financial
California
$5.13M +$929K +30,986 +24%
EH
116
Equitable Holdings
New York
$4.78M +$2.11M +70,460 +87%
WW
117
Waterfront Wealth
Kansas
$4.26M -$353K -11,768 -8%
Osaic Holdings
118
Osaic Holdings
Arizona
$4.19M +$777K +25,922 +24%
EFP
119
Envision Financial Planning
Tennessee
$4.17M +$535K +17,862 +16%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$3.95M -$1.06M -35,279 -22%
IWC
121
Integrated Wealth Concepts
Massachusetts
$3.94M +$103K +3,422 +3%
Renaissance Technologies
122
Renaissance Technologies
New York
$3.68M -$2.77M -92,500 -44%
HSG
123
Helen Stephens Group
Texas
$3.64M -$139K -4,644 -4%
KWM
124
Kingsview Wealth Management
Oregon
$3.59M +$63.4K +2,115 +2%
LSA
125
L & S Advisors
California
$3.4M +$16.6K +553 +0.5%