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Dimensional US High Profitability ETF

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257288 (+31)

0.95% less ownership

Funds ownership: 99.59%98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gemmer Asset Management
California
$8.95M +$2.01M +64,612 +30%
Financial Engines Advisors
102
Financial Engines Advisors
California
$8.86M -$100K -3,230 -1%
SW
103
Simplicity Wealth
New Jersey
$8.82M +$8.58M +275,862 New
RA
104
RFG Advisory
Alabama
$8.76M +$63.9K +2,055 +0.8%
AHL
105
Abel Hall LLC
Louisiana
$8.31M +$455K +14,622 +6%
LPL Financial
106
LPL Financial
California
$7.99M +$2.72M +87,392 +54%
AWM
107
Avondale Wealth Management
Texas
$7.7M +$266K +8,559 +4%
IDA
108
Intelligence Driven Advisers
California
$7.6M -$571K -18,362 -7%
RFP
109
RCS Financial Planning
Maryland
$7.59M +$1.5M +48,091 +25%
WIM
110
Waycross Investment Management
Washington
$7.57M +$155K +4,986 +2%
MWA
111
Mills Wealth Advisors
Texas
$7.27M +$726K +23,355 +11%
Osaic Holdings
112
Osaic Holdings
Arizona
$7.24M +$2.92M +93,910 +71%
MHB
113
Midwest Heritage Bank
Iowa
$7.21M +$398K +12,815 +6%
WAM
114
Weinberger Asset Management
California
$7.09M +$183K +5,893 +3%
CPA
115
Cardiff Park Advisors
California
$6.8M +$591 +19 +0%
CWG
116
Crown Wealth Group
North Carolina
$6.45M -$910K -29,262 -13%
FWP
117
Family Wealth Partners
North Carolina
$6.26M +$767K +24,666 +14%
EH
118
Equitable Holdings
New York
$6.22M +$1.34M +43,129 +29%
FFG
119
Fiduciary Financial Group
California
$5.81M +$5.43M +174,760 New
SFS
120
Security Financial Services
Indiana
$5.71M +$5.55M +178,535 New
WWP
121
Walden Wealth Partners
Ohio
$5.58M +$53.5K +1,720 +1%
AWA
122
Arkadios Wealth Advisors
Georgia
$5.3M +$5.15M +165,790 New
CA
123
Claris Advisors
Missouri
$5.12M -$184K -5,917 -4%
EFP
124
Envision Financial Planning
Tennessee
$4.91M +$672K +21,610 +16%
EWA
125
EverSource Wealth Advisors
Alabama
$4.47M +$1.32M +42,376 +45%