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Dimensional US High Profitability ETF

235 hedge funds and large institutions have $3.91B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
3.45%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
49
Increased
131
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWA
151
Robinson Smith Wealth Advisors
Maine
$1.3M +$1.3M +45,427 New
AFS
152
Annapolis Financial Services
Maryland
$1.23M -$13.6K -477 -1%
BTI
153
Blue Trust Inc
Georgia
$1.19M +$342K +13,325 +41%
GJIA
154
Glass Jacobson Investment Advisors
Maryland
$1.13M +$175K +6,129 +18%
ALWM
155
Andrews Lucia Wealth Management
California
$1.09M -$74.1K -2,590 -6%
FWP
156
Firethorn Wealth Partners
Georgia
$1.07M +$755K +26,394 +243%
CGL
157
Clarius Group LLC
Washington
$1.04M +$1.04M +36,376 New
Betterment LLC
158
Betterment LLC
New York
$999K +$285K +9,969 +40%
GTAM
159
Global Trust Asset Management
Florida
$985K -$31.5K -1,100 -3%
CFO
160
CVA Family Office
Colorado
$963K +$963K +33,671 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$887K +$454K +15,885 +105%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$793K +$793K +27,710 New
HKIMG
163
Hutchens & Kramer Investment Management Group
Indiana
$741K +$10.3K +360 +1%
AWS
164
Atria Wealth Solutions
New York
$684K +$77.2K +2,700 +13%
FFA
165
Farther Finance Advisors
California
$680K -$25.5K -891 -4%
RFP
166
Root Financial Partners
California
$638K +$658 +23 +0.1%
BOSSRA
167
B.O.S.S. Retirement Advisors
Utah
$632K +$100K +3,495 +19%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$614K +$23.6K +825 +4%
HI
169
Harbour Investments
Wisconsin
$602K +$499K +17,438 +483%
SHFA
170
SC&H Financial Advisors
Maryland
$599K +$76.3K +2,668 +15%
EFP
171
EnRich Financial Partners
Wisconsin
$581K +$581K +20,316 New
Cerity Partners
172
Cerity Partners
New York
$545K +$545K +19,065 New
BJL
173
Brighton Jones LLC
Washington
$535K +$15.2K +530 +3%
OPS
174
Orion Portfolio Solutions
Nebraska
$513K +$115K +4,055 +29%
BCI
175
Brinker Capital Investments
Pennsylvania
$513K +$115K +4,055 +29%