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Dimensional US High Profitability ETF

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257288 (+31)

0.95% less ownership

Funds ownership: 99.59%98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$2.2M +$417K +13,406 +24%
MML Investors Services
152
MML Investors Services
Massachusetts
$2.19M +$112K +3,590 +6%
FWP
153
Firethorn Wealth Partners
Georgia
$2.05M +$244K +7,852 +14%
Creative Planning
154
Creative Planning
Kansas
$2.04M +$453K +14,568 +30%
EFA
155
Edge Financial Advisors
Illinois
$2.02M +$927K +29,816 +90%
GAM
156
GEM Asset Management
Michigan
$2M +$292K +9,404 +18%
CFO
157
CVA Family Office
Colorado
$2M +$333K +10,724 +21%
BTI
158
Blue Trust Inc
Georgia
$1.99M
CG
159
Caprock Group
Idaho
$1.91M +$201K +6,455 +12%
SC
160
Schubert & Co
Texas
$1.86M
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$1.85M +$424K +13,625 +31%
SAG
162
SageView Advisory Group
California
$1.83M -$20.1K -646 -1%
AC
163
Apella Capital
Connecticut
$1.78M +$1.71M +54,922 New
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$1.73M +$479K +15,413 +40%
Renaissance Technologies
165
Renaissance Technologies
New York
$1.7M -$1.96M -63,200 -54%
AAM
166
Austin Asset Management
Texas
$1.67M +$1.62M +52,156 New
GLA
167
Good Life Advisors
Pennsylvania
$1.66M +$129K +4,141 +9%
MWM
168
Mattern Wealth Management
Kansas
$1.61M +$1.56M +50,286 New
RSWA
169
Robinson Smith Wealth Advisors
Maine
$1.59M +$129K +4,146 +9%
AIS
170
American Investment Services
Massachusetts
$1.56M -$198K -6,379 -12%
JTWM
171
Jackson Thornton Wealth Management
Alabama
$1.55M +$1.27M +40,931 +534%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$1.52M +$470K +15,123 +47%
BAWC
173
Boyce & Associates Wealth Consulting
Texas
$1.45M +$309K +9,943 +28%
EAM
174
Evanson Asset Management
California
$1.38M +$751K +24,153 +128%
ALWM
175
Andrews Lucia Wealth Management
California
$1.36M