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Dimensional US High Profitability ETF

204 hedge funds and large institutions have $3.02B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
3.25%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.59%
New
32
Increased
122
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
151
Maryland Capital Advisors
Maryland
$440K
CWM
152
Cherrydale Wealth Management
New Jersey
$436K +$436K +16,971 New
CA
153
CGN Advisors
Kansas
$413K +$173K +6,722 +72%
2L
154
25 LLC
Missouri
$406K +$35.5K +1,380 +10%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$388K +$166K +6,444 +74%
MA
156
Mutual Advisors
Nebraska
$382K
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$371K +$371K +14,422 New
OPS
158
Orion Portfolio Solutions
Nebraska
$359K +$7.53K +293 +2%
BCI
159
Brinker Capital Investments
Pennsylvania
$359K +$7.53K +293 +2%
FFA
160
First Foundation Advisors
California
$354K
AC
161
AWM Capital
Arizona
$343K +$1.64K +64 +0.5%
FCM
162
Fortis Capital Management
Washington
$340K -$251K -9,768 -42%
WP
163
Wealthspan Partners
Iowa
$315K +$4.75K +185 +2%
EAM
164
Evanson Asset Management
California
$289K +$28.3K +1,101 +11%
RIM
165
Rockbridge Investment Management
New York
$279K
FWP
166
Firethorn Wealth Partners
Georgia
$278K +$278K +10,840 New
SWP
167
Summit Wealth Partners
Florida
$276K +$276K +10,748 New
MOS
168
MGO One Seven
Ohio
$274K +$274K +10,662 New
SAM
169
Synergy Asset Management
Washington
$272K +$272K +10,569 New
HIG
170
Heritage Investment Group
Florida
$265K +$19.3K +753 +8%
CCG
171
Capital CS Group
California
$218K -$156K -6,084 -42%
BWM
172
Birchcreek Wealth Management
Ohio
$215K -$330K -12,832 -60%
DI
173
Disciplined Investments
Oklahoma
$210K +$39.9K +1,552 +23%
LA
174
Lifeworks Advisors
Michigan
$207K
QCM
175
Quantinno Capital Management
New York
$203K +$203K +7,900 New