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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
RFP
126
RCS Financial Planning
Maryland
$8.33M +$251K +7,261 +3%
AWA
127
Arkadios Wealth Advisors
Georgia
$8.2M +$1.47M +42,541 +21%
BOC
128
Blue Oak Capital
California
$8.12M +$8.32M +240,321 New
FWP
129
Family Wealth Partners
North Carolina
$8.09M +$1.38M +39,769 +20%
CWA
130
CogentBlue Wealth Advisors
Tennessee
$7.61M +$7.79M +225,075 New
SOWAS
131
Silver Oak Wealth Advisors Services
California
$7.47M +$7.65M +221,084 New
CPA
132
Cardiff Park Advisors
California
$7.2M +$10.2K +294 +0.1%
WIM
133
Waycross Investment Management
Washington
$6.9M -$1.53M -44,233 -18%
FFG
134
Fiduciary Financial Group
California
$6.8M +$171K +4,937 +2%
SFS
135
Security Financial Services
Indiana
$6.57M -$30.2K -874 -0.4%
Morgan Stanley
136
Morgan Stanley
New York
$6.53M +$2.89M +83,458 +76%
CWG
137
Crown Wealth Group
North Carolina
$6.53M -$1.08M -31,148 -14%
VF
138
Vestment Financial
Minnesota
$6.51M +$6.66M +192,346 New
WANY
139
Wealthspire Advisors (New York)
New York
$6.28M -$6.63M -191,560 -51%
FWMP
140
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.23M +$6.38M +184,344 New
SPA
141
Shore Point Advisors
New Jersey
$6.11M +$5.97M +172,399 +2,037%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$6.05M +$1.37M +39,661 +28%
KAS
143
Kestra Advisory Services
Texas
$6.04M -$16.6M -480,122 -73%
KRW
144
Kaufman Rossin Wealth
Florida
$5.94M +$6.09M +175,935 New
EWA
145
EverSource Wealth Advisors
Alabama
$5.94M +$932K +26,939 +18%
T
146
Tableaux
Massachusetts
$5.57M +$5.7M +164,824 New
AFG
147
Altiora Financial Group
Ohio
$5.55M +$23.5K +679 +0.4%
AA
148
ArborFi Advisors
Michigan
$5.26M +$5.39M +155,797 New
IDA
149
Intelligence Driven Advisers
California
$5.25M -$1.76M -50,978 -25%
BGWM
150
Bridge Generations Wealth Management
Florida
$4.76M +$4.87M +140,855 New