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Dimensional US High Profitability ETF

183 hedge funds and large institutions have $2.62B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 30

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $1.87B → $2.62B (+$744M)

14% more funds holding

Funds holding: 161183 (+22)

5.68% more ownership

Funds ownership: 93.24%98.92% (+5.7%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
2.87%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
33
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
126
Hutchens & Kramer Investment Management Group
Indiana
$632K +$168K +6,664 +39%
FPAS
127
Focus Partners Advisor Solutions
Missouri
$623K -$171K -6,762 -22%
FCM
128
Fortis Capital Management
Washington
$610K +$333K +13,177 +134%
RCAG
129
Rehmann Capital Advisory Group
Michigan
$587K +$192K +7,611 +52%
BWM
130
Birchcreek Wealth Management
Ohio
$563K +$109K +4,301 +25%
Morgan Stanley
131
Morgan Stanley
New York
$559K +$515K +20,417 +3,141%
AWS
132
Atria Wealth Solutions
New York
$552K -$11.4K -450 -2%
FFA
133
Farther Finance Advisors
California
$549K +$51.9K +2,056 +11%
Cerity Partners
134
Cerity Partners
New York
$520K +$495K +19,610 New
BJL
135
Brighton Jones LLC
Washington
$483K +$459K +18,181 New
PCA
136
Prosperity Capital Advisors
Ohio
$482K +$459K +18,174 New
SHFA
137
SC&H Financial Advisors
Maryland
$482K +$1.61K +64 +0.4%
AL
138
Aspiriant LLC
California
$459K
MCA
139
Maryland Capital Advisors
Maryland
$454K
OIA
140
OneDigital Investment Advisors
Kansas
$421K +$400K +15,848 New
MA
141
Mutual Advisors
Nebraska
$395K
CCG
142
Capital CS Group
California
$386K +$367K +14,555 New
2L
143
25 LLC
Missouri
$386K -$2.9K -115 -0.8%
BOSSRA
144
B.O.S.S. Retirement Advisors
Utah
$380K +$110K +4,377 +44%
GLA
145
Good Life Advisors
Pennsylvania
$367K +$349K +13,840 New
FFA
146
First Foundation Advisors
California
$365K +$347K +13,761 New
BCI
147
Brinker Capital Investments
Pennsylvania
$363K -$68.7K -2,724 -17%
OPS
148
Orion Portfolio Solutions
Nebraska
$363K -$68.7K -2,724 -17%
AC
149
AWM Capital
Arizona
$353K +$1.19K +47 +0.4%
WP
150
Wealthspan Partners
Iowa
$320K +$304K +12,062 New