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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
RIM
151
Rockbridge Investment Management
New York
$288K
CW
152
CreativeOne Wealth
Kansas
$279K +$11.4K +450 +4%
EAM
153
Evanson Asset Management
California
$269K +$580 +23 +0.2%
HIG
154
Heritage Investment Group
Florida
$254K +$242K +9,576 New
CA
155
CGN Advisors
Kansas
$248K +$21.4K +847 +10%
William Blair & Company
156
William Blair & Company
Illinois
$230K +$219K +8,661 New
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$230K +$218K +8,658 New
PFG
158
Prosperity Financial Group
California
$230K +$218K +8,657 New
UBS Group
159
UBS Group
Switzerland
$228K -$8.25K -327 -4%
Bank of America
160
Bank of America
North Carolina
$220K +$50.8K +2,014 +32%
LA
161
Lifeworks Advisors
Michigan
$214K
MAA
162
Mraz Amerine & Associates
California
$213K +$202K +8,009 New
TRIA
163
Trail Ridge Investment Advisors
Colorado
$210K +$200K +7,922 New
SPI
164
Sutton Place Investors
New York
$206K +$196K +7,755 New
Wells Fargo
165
Wells Fargo
California
$197K
AWM
166
Aspire Wealth Management
Massachusetts
$178K +$16.9K +668 +11%
DI
167
Disciplined Investments
Oklahoma
$176K -$167K -6,599 -50%
VCM
168
Versant Capital Management
Arizona
$175K +$166K +6,590 New
NSG
169
Nalls Sherbakoff Group
Tennessee
$170K
SWM
170
Spire Wealth Management
Virginia
$151K +$1.97K +78 +1%
WP
171
WealthShield Partners
North Carolina
$137K +$20.1K +797 +18%
HI
172
Harbour Investments
Wisconsin
$97.6K +$41.4K +1,641 +81%
APC
173
Aspire Private Capital
North Carolina
$66.1K +$62.8K +2,489 New
GRP
174
Global Retirement Partners
California
$60.2K -$12.5K -496 -18%
CCA
175
Column Capital Advisors
Indiana
$26.4K +$5.3K +210 +27%