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Dimensional US High Profitability ETF

205 hedge funds and large institutions have $3.04B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

215% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 39

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

16% more capital invested

Capital invested by funds: $2.62B → $3.04B (+$427M)

12% more funds holding

Funds holding: 183205 (+22)

1.95% more ownership

Funds ownership: 98.92%100.88% (+2%)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
3.25%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.6%
New
32
Increased
123
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$1.27M +$101K +3,778 +8%
NL
127
NWAM LLC
Washington
$1.2M -$1.04M -38,766 -45%
AFS
128
Annapolis Financial Services
Maryland
$1.12M +$89.9K +3,364 +8%
ALWM
129
Andrews Lucia Wealth Management
California
$1.05M -$40.3K -1,508 -4%
Renaissance Technologies
130
Renaissance Technologies
New York
$1.01M +$270K +10,100 +35%
EH
131
Equitable Holdings
New York
$930K +$32.4K +1,211 +3%
GTAM
132
Global Trust Asset Management
Florida
$912K -$22.1K -825 -2%
OIA
133
OneDigital Investment Advisors
Kansas
$910K +$523K +19,579 +124%
BTI
134
Blue Trust Inc
Georgia
$871K +$86.5K +3,237 +11%
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$856K +$102K +3,828 +13%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$851K -$91.9K -3,438 -9%
WWM
137
Wolff Wiese Magana
California
$693K +$11.7K +438 +2%
GLA
138
Good Life Advisors
Pennsylvania
$682K +$340K +12,722 +92%
HKIMG
139
Hutchens & Kramer Investment Management Group
Indiana
$655K +$46K +1,722 +7%
Betterment LLC
140
Betterment LLC
New York
$641K +$24.2K +905 +4%
FFA
141
Farther Finance Advisors
California
$633K +$106K +3,949 +19%
PAG
142
Private Advisor Group
New Jersey
$627K +$652K +24,389 New
Morgan Stanley
143
Morgan Stanley
New York
$623K +$85.3K +3,193 +15%
RFP
144
Root Financial Partners
California
$572K -$71.9K -2,690 -11%
AWS
145
Atria Wealth Solutions
New York
$545K +$10.7K +400 +2%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$530K -$40.1K -1,501 -7%
BOSSRA
147
B.O.S.S. Retirement Advisors
Utah
$478K +$115K +4,303 +30%
EWA
148
EverSource Wealth Advisors
Alabama
$474K +$483K +18,053 +4,582%
SHFA
149
SC&H Financial Advisors
Maryland
$469K +$2.33K +87 +0.5%
BJL
150
Brighton Jones LLC
Washington
$467K +$53 +2 +0%