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Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Sollinda Capital Management
Florida
$1.63M +$1.54M +51,461 New
CIAS
152
Capital Investment Advisory Services
North Carolina
$1.61M +$1.5M +50,070 +6,018%
GAM
153
GEM Asset Management
Michigan
$1.59M -$38.3K -1,279 -2%
Goldman Sachs
154
Goldman Sachs
New York
$1.58M +$1.5M +50,000 New
Creative Planning
155
Creative Planning
Kansas
$1.56M -$14.3K -478 -1%
GLA
156
Good Life Advisors
Pennsylvania
$1.51M -$509K -16,982 -26%
NL
157
NWAM LLC
Washington
$1.45M +$24.4K +813 +2%
RSWA
158
Robinson Smith Wealth Advisors
Maine
$1.44M +$2.37K +79 +0.2%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$1.39M -$493K -16,445 -27%
ALWM
160
Andrews Lucia Wealth Management
California
$1.36M +$142K +4,725 +12%
Betterment LLC
161
Betterment LLC
New York
$1.32M +$204K +6,797 +19%
GJIA
162
Glass Jacobson Investment Advisors
Maryland
$1.22M -$22.9K -763 -2%
BAWC
163
Boyce & Associates Wealth Consulting
Texas
$1.12M +$1.06M +35,488 New
GTAM
164
Global Trust Asset Management
Florida
$1.11M +$21K +700 +2%
AFG
165
Altiora Financial Group
Ohio
$1.1M +$1.04M +34,750 New
EFA
166
Edge Financial Advisors
Illinois
$1.06M +$997K +33,262 New
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$45.4K +1,516 +5%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$1M +$308K +10,269 +48%
FFA
169
Farther Finance Advisors
California
$922K +$167K +5,556 +23%
BJL
170
Brighton Jones LLC
Washington
$891K +$284K +9,462 +51%
AWM
171
Angeles Wealth Management
California
$877K +$482K +16,074 +138%
BCI
172
Brinker Capital Investments
Pennsylvania
$846K +$262K +8,753 +49%
OPS
173
Orion Portfolio Solutions
Nebraska
$846K +$262K +8,753 +49%
AWS
174
Atria Wealth Solutions
New York
$811K +$52.5K +1,750 +7%
AFS
175
Annapolis Financial Services
Maryland
$739K -$590K -19,674 -46%