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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Savant Capital
Illinois
$4.73M -$131K -3,784 -3%
PWM
152
Parkshore Wealth Management
California
$4.69M +$4.8M +138,808 New
SFM
153
Signet Financial Management
New Jersey
$4.5M -$50.9K -1,470 -1%
WW
154
Waterfront Wealth
Kansas
$4.41M +$26.1K +754 +0.6%
WC
155
Wolfstich Capital
Massachusetts
$4.41M +$4.52M +130,553 New
SCM
156
Sollinda Capital Management
Florida
$4.24M +$759K +21,933 +21%
PAG
157
Private Advisor Group
New Jersey
$4M +$778K +22,471 +23%
CG
158
Caprock Group
Idaho
$3.84M +$1.76K +51 +0%
HSG
159
Helen Stephens Group
Texas
$3.64M +$9.65K +279 +0.3%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$3.56M +$27.9K +807 +0.8%
TI
161
tru Independence
Oregon
$3.54M -$161K -4,641 -4%
CFO
162
CVA Family Office
Colorado
$3.47M +$1.17M +33,771 +49%
BPWM
163
Black Point Wealth Management
Florida
$3.46M +$216K +6,250 +6%
KWM
164
Kingsview Wealth Management
Oregon
$3.43M +$403K +11,651 +13%
LSA
165
L & S Advisors
California
$3.39M -$129K -3,737 -4%
TIM
166
Tortoise Investment Management
New York
$3.35M +$92.7K +2,678 +3%
BTI
167
Blue Trust Inc
Georgia
$3.34M +$1.83M +52,814 +114%
IAG
168
Investmark Advisory Group
Connecticut
$3.09M +$20.2K +584 +0.6%
BMWS
169
Brady Martz Wealth Solutions
North Dakota
$3.03M +$3.11M +89,833 New
GAM
170
GEM Asset Management
Michigan
$3M +$180K +5,196 +6%
Creative Planning
171
Creative Planning
Kansas
$2.89M +$1.02M +29,453 +53%
TC
172
TownSquare Capital
Utah
$2.86M +$2.49M +71,860 +561%
TWCA
173
Two West Capital Advisors
Kansas
$2.73M +$168K +4,849 +6%
EFA
174
Edge Financial Advisors
Illinois
$2.73M +$317K +9,155 +13%
CIAS
175
Capital Investment Advisory Services
North Carolina
$2.7M -$22.7K -656 -0.8%