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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
126
Tortoise Investment Management
New York
$2.44M +$81K +3,027 +4%
IAG
127
Investmark Advisory Group
Connecticut
$2.43M +$103K +3,856 +5%
SFM
128
Signet Financial Management
New Jersey
$2.34M -$57K -2,129 -3%
EH
129
Equitable Holdings
New York
$2.31M +$1.19M +44,563 +123%
WP
130
WealthSource Partners
California
$2.16M -$39.5K -1,475 -2%
V
131
ViaWealth
Kansas
$2.08M +$1.94M +72,639 New
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$2.05M +$1.03M +38,602 +117%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$1.99M +$184K +6,869 +11%
GLA
134
Good Life Advisors
Pennsylvania
$1.85M +$1.02M +38,072 +143%
PA
135
PFG Advisors
Arizona
$1.81M +$163K +6,102 +11%
Citadel Advisors
136
Citadel Advisors
Florida
$1.8M -$503K -18,799 -23%
SAG
137
SageView Advisory Group
California
$1.76M -$26.5K -991 -2%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$1.73M +$1.62M +60,525 New
Truist Financial
139
Truist Financial
North Carolina
$1.68M +$245K +9,145 +18%
MML Investors Services
140
MML Investors Services
Massachusetts
$1.65M -$5.08K -190 -0.3%
EWA
141
EverSource Wealth Advisors
Alabama
$1.64M +$1.04M +38,702 +210%
SC
142
Schubert & Co
Texas
$1.62M +$73.7K +2,755 +5%
PW
143
Peninsula Wealth
California
$1.57M -$194K -7,256 -12%
GAM
144
GEM Asset Management
Michigan
$1.56M +$73.7K +2,755 +5%
RSWM
145
Robertson Stephens Wealth Management
California
$1.52M +$21.1K +790 +2%
CG
146
Caprock Group
Idaho
$1.51M +$1.42K +53 +0.1%
KS
147
Karpas Strategies
Connecticut
$1.47M +$1.37M +51,283 New
AIS
148
American Investment Services
Massachusetts
$1.47M +$3.37K +126 +0.2%
Creative Planning
149
Creative Planning
Kansas
$1.42M -$43.7K -1,635 -3%
NL
150
NWAM LLC
Washington
$1.3M -$29.3K -1,095 -2%