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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
AL
151
Aspiriant LLC
California
$444K
MCA
152
Maryland Capital Advisors
Maryland
$440K
CWM
153
Cherrydale Wealth Management
New Jersey
$436K +$454K +16,971 New
CA
154
CGN Advisors
Kansas
$413K +$180K +6,722 +72%
2L
155
25 LLC
Missouri
$406K +$36.9K +1,380 +10%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$388K +$172K +6,444 +74%
MA
157
Mutual Advisors
Nebraska
$382K
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$371K +$385K +14,422 New
BCI
159
Brinker Capital Investments
Pennsylvania
$359K +$7.83K +293 +2%
OPS
160
Orion Portfolio Solutions
Nebraska
$359K +$7.83K +293 +2%
FFA
161
First Foundation Advisors
California
$354K
AC
162
AWM Capital
Arizona
$343K +$1.71K +64 +0.5%
FCM
163
Fortis Capital Management
Washington
$340K -$261K -9,768 -42%
WP
164
Wealthspan Partners
Iowa
$315K +$4.95K +185 +2%
EAM
165
Evanson Asset Management
California
$289K +$29.4K +1,101 +11%
RIM
166
Rockbridge Investment Management
New York
$279K
FWP
167
Firethorn Wealth Partners
Georgia
$278K +$290K +10,840 New
SWP
168
Summit Wealth Partners
Florida
$276K +$287K +10,748 New
MOS
169
MGO One Seven
Ohio
$274K +$285K +10,662 New
SAM
170
Synergy Asset Management
Washington
$272K +$282K +10,569 New
HIG
171
Heritage Investment Group
Florida
$265K +$20.1K +753 +8%
CCG
172
Capital CS Group
California
$218K -$163K -6,084 -42%
BWM
173
Birchcreek Wealth Management
Ohio
$215K -$343K -12,832 -60%
DI
174
Disciplined Investments
Oklahoma
$210K +$41.5K +1,552 +23%
LA
175
Lifeworks Advisors
Michigan
$207K