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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
PAG
151
Private Advisor Group
New Jersey
$1.3M +$565K +21,111 +87%
RSWA
152
Robinson Smith Wealth Advisors
Maine
$1.3M +$1.22M +45,427 New
AFS
153
Annapolis Financial Services
Maryland
$1.23M -$12.8K -477 -1%
BTI
154
Blue Trust Inc
Georgia
$1.19M +$356K +13,325 +41%
GJIA
155
Glass Jacobson Investment Advisors
Maryland
$1.13M +$164K +6,129 +18%
ALWM
156
Andrews Lucia Wealth Management
California
$1.09M -$69.3K -2,590 -6%
FWP
157
Firethorn Wealth Partners
Georgia
$1.07M +$706K +26,394 +243%
CGL
158
Clarius Group LLC
Washington
$1.04M +$973K +36,376 New
Betterment LLC
159
Betterment LLC
New York
$999K +$267K +9,969 +40%
GTAM
160
Global Trust Asset Management
Florida
$985K -$29.4K -1,100 -3%
CFO
161
CVA Family Office
Colorado
$963K +$901K +33,671 New
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$887K +$425K +15,885 +105%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$793K +$741K +27,710 New
HKIMG
164
Hutchens & Kramer Investment Management Group
Indiana
$741K +$9.63K +360 +1%
AWS
165
Atria Wealth Solutions
New York
$684K +$72.2K +2,700 +13%
FFA
166
Farther Finance Advisors
California
$680K -$23.8K -891 -4%
RFP
167
Root Financial Partners
California
$638K +$615 +23 +0.1%
BOSSRA
168
B.O.S.S. Retirement Advisors
Utah
$632K +$93.5K +3,495 +19%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$614K +$22.1K +825 +4%
HI
170
Harbour Investments
Wisconsin
$602K +$467K +17,438 +483%
SHFA
171
SC&H Financial Advisors
Maryland
$599K +$71.4K +2,668 +15%
EFP
172
EnRich Financial Partners
Wisconsin
$581K +$543K +20,316 New
Cerity Partners
173
Cerity Partners
New York
$545K +$510K +19,065 New
BJL
174
Brighton Jones LLC
Washington
$535K +$14.2K +530 +3%
BCI
175
Brinker Capital Investments
Pennsylvania
$513K +$108K +4,055 +29%