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Dimensional US High Profitability ETF

205 hedge funds and large institutions have $3.04B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

215% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 39

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

16% more capital invested

Capital invested by funds: $2.62B → $3.04B (+$427M)

12% more funds holding

Funds holding: 183205 (+22)

1.95% more ownership

Funds ownership: 98.92%100.88% (+2%)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
3.25%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.6%
New
32
Increased
123
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
176
Quantinno Capital Management
New York
$203K +$211K +7,900 New
William Blair & Company
177
William Blair & Company
Illinois
$197K -$26.7K -1,000 -12%
SWM
178
Spire Wealth Management
Virginia
$189K +$44.9K +1,680 +30%
NSG
179
Nalls Sherbakoff Group
Tennessee
$176K
UBS Group
180
UBS Group
Switzerland
$176K -$47.1K -1,762 -21%
AWM
181
Aspire Wealth Management
Massachusetts
$174K +$1.36K +51 +0.8%
TRCT
182
Tower Research Capital (TRC)
New York
$158K +$164K +6,151 New
WP
183
WealthShield Partners
North Carolina
$133K +$481 +18 +0.3%
HI
184
Harbour Investments
Wisconsin
$92.7K -$1.87K -70 -2%
APC
185
Aspire Private Capital
North Carolina
$91.2K +$28.4K +1,061 +43%
AT
186
Avalon Trust
New Mexico
$72.9K +$75.8K +2,836 New
SIC
187
SJS Investment Consulting
Ohio
$66K +$68.7K +2,570 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$62K +$64.6K +2,418 New
GRP
189
Global Retirement Partners
California
$57.8K
CCA
190
Column Capital Advisors
Indiana
$37.6K +$12.6K +470 +47%
OLVIG
191
Oliver Lagore Vanvalin Investment Group
Michigan
$26K +$1.58K +59 +6%
LG
192
LAM Group
Oregon
$22.5K +$22.3K +835 +2,088%
Comerica Bank
193
Comerica Bank
Texas
$22K +$22.9K +855 New
VCM
194
Versant Capital Management
Arizona
$20.2K -$155K -5,802 -88%
LC
195
Lindbrook Capital
California
$18.6K +$19.4K +724 New
CIAS
196
Capital Investment Advisory Services
North Carolina
$16.1K
VWM
197
Valley Wealth Managers
New Jersey
$14.7K +$15.3K +572 New
ACA
198
Aptus Capital Advisors
Alabama
$14.5K +$15.1K +565 New
S
199
SignatureFD
Georgia
$12.4K +$12.9K +484 New
TAM
200
Tucker Asset Management
Colorado
$7.45K +$7.75K +290 New