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Dimensional US High Profitability ETF

255 hedge funds and large institutions have $5B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 53 reducing their positions, and 12 closing their positions.

Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.7%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
37
Increased
148
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
101
Morgan Stanley
New York
$7.32M 231,518 -26,480 -10%
CWG
102
Crown Wealth Group
North Carolina
$7.3M 230,963 +381 +0.2%
WCA
103
Waypoint Capital Advisors
Minnesota
$7.24M 229,166 +37,012 +19%
WAM
104
Weinberger Asset Management
California
$6.82M 215,723 +26,642 +14%
GAM
105
Gemmer Asset Management
California
$6.8M 215,072 +57,556 +37%
CPA
106
Cardiff Park Advisors
California
$6.72M 212,700 +14 +0%
MHB
107
Midwest Heritage Bank
Iowa
$6.72M 212,680 +48,621 +30%
DAS
108
Dynamic Advisor Solutions
Arizona
$6.62M 209,514 +10,977 +6%
MWA
109
Mills Wealth Advisors
Texas
$6.45M 203,951 -9,583 -4%
RFP
110
RCS Financial Planning
Maryland
$5.98M 189,173 -42,880 -18%
FWP
111
Family Wealth Partners
North Carolina
$5.41M 171,172 +63,375 +59%
WWP
112
Walden Wealth Partners
Ohio
$5.34M 172,683 +11,919 +7%
CA
113
Claris Advisors
Missouri
$5.25M 166,114 +13,068 +9%
LPL Financial
114
LPL Financial
California
$5.13M 162,342 +30,986 +24%
EH
115
Equitable Holdings
New York
$4.78M 151,210 +70,460 +87%
WW
116
Waterfront Wealth
Kansas
$4.26M 140,946 -11,768 -8%
Osaic Holdings
117
Osaic Holdings
Arizona
$4.19M 132,521 +25,922 +24%
EFP
118
Envision Financial Planning
Tennessee
$4.17M 131,931 +17,862 +16%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$3.95M 125,007 -35,279 -22%
IWC
120
Integrated Wealth Concepts
Massachusetts
$3.94M 124,602 +3,422 +3%
Renaissance Technologies
121
Renaissance Technologies
New York
$3.68M 116,400 -92,500 -44%
HSG
122
Helen Stephens Group
Texas
$3.64M 115,007 -4,644 -4%
KWM
123
Kingsview Wealth Management
Oregon
$3.59M 113,489 +2,115 +2%
LSA
124
L & S Advisors
California
$3.4M 107,477 +553 +0.5%
LNC
125
Lincoln National Corp
Pennsylvania
$3.37M 106,661 +4,933 +5%