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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$12.6M
TAM
102
TCP Asset Management
Ohio
$12.1M +$318K +9,192 +3%
SWM
103
Sterling Wealth Management
Illinois
$11.8M +$2.58M +74,521 +27%
LFA
104
Level Financial Advisors
New York
$11.7M +$547K +15,820 +5%
B
105
BetterWealth
California
$11.7M -$14.9M -429,287 -55%
DAS
106
Dynamic Advisor Solutions
Arizona
$11.5M +$902K +26,066 +8%
ACP
107
Aveo Capital Partners
Colorado
$11.4M -$419K -12,101 -3%
LPL Financial
108
LPL Financial
California
$10.8M +$1.64M +47,535 +17%
CA
109
Claris Advisors
Missouri
$10.7M +$4.65M +134,529 +73%
GAM
110
Gemmer Asset Management
California
$10.7M +$891K +25,748 +9%
JP Morgan Chase
111
JP Morgan Chase
New York
$10.7M +$146K +4,215 +1%
MHB
112
Midwest Heritage Bank
Iowa
$10.5M +$2.84M +81,940 +36%
RW
113
REDW Wealth
New Mexico
$10.4M -$2.3M -66,611 -18%
AC
114
Applied Capital
Arkansas
$10.1M +$132K +3,804 +1%
WAN
115
Wealth Advisors Northwest
Oregon
$9.68M +$9.91M +286,537 New
MWA
116
Mills Wealth Advisors
Texas
$9.63M +$1,000K +28,887 +11%
BH
117
Burk Holdings
Oklahoma
$9.61M +$9.85M +284,544 New
RA
118
RFG Advisory
Alabama
$9.46M +$49.4K +1,427 +0.5%
WMG
119
WESCAP Management Group
California
$8.83M +$3.81M +110,215 +73%
AAM
120
Austin Asset Management
Texas
$8.79M +$2.5M +72,170 +38%
Osaic Holdings
121
Osaic Holdings
Arizona
$8.75M +$343K +9,921 +4%
AHL
122
Abel Hall LLC
Louisiana
$8.74M -$38.5K -1,113 -0.4%
WAM
123
Weinberger Asset Management
California
$8.69M +$502K +14,508 +6%
Financial Engines Advisors
124
Financial Engines Advisors
California
$8.46M +$2.3M +66,408 +36%
FH
125
Financial Harvest
Florida
$8.44M +$8.64M +249,704 New