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Dimensional US High Profitability ETF

204 hedge funds and large institutions have $3.02B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
3.25%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.59%
New
32
Increased
122
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$197K -$25.7K -1,000 -12%
SWM
177
Spire Wealth Management
Virginia
$189K +$43.2K +1,680 +30%
NSG
178
Nalls Sherbakoff Group
Tennessee
$176K
UBS Group
179
UBS Group
Switzerland
$176K -$45.3K -1,762 -21%
AWM
180
Aspire Wealth Management
Massachusetts
$174K +$1.31K +51 +0.8%
TRCT
181
Tower Research Capital (TRC)
New York
$158K +$158K +6,151 New
WP
182
WealthShield Partners
North Carolina
$133K +$462 +18 +0.3%
HI
183
Harbour Investments
Wisconsin
$92.7K -$1.8K -70 -2%
APC
184
Aspire Private Capital
North Carolina
$91.2K +$27.3K +1,061 +43%
AT
185
Avalon Trust
New Mexico
$72.9K +$72.9K +2,836 New
SIC
186
SJS Investment Consulting
Ohio
$66K +$66K +2,570 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$62K +$62K +2,418 New
GRP
188
Global Retirement Partners
California
$57.8K
CCA
189
Column Capital Advisors
Indiana
$37.6K +$12.1K +470 +47%
OLVIG
190
Oliver Lagore Vanvalin Investment Group
Michigan
$26K +$1.52K +59 +6%
LG
191
LAM Group
Oregon
$22.5K +$21.5K +835 +2,088%
Comerica Bank
192
Comerica Bank
Texas
$22K +$22K +855 New
VCM
193
Versant Capital Management
Arizona
$20.2K -$149K -5,802 -88%
LC
194
Lindbrook Capital
California
$18.6K +$18.6K +724 New
CIAS
195
Capital Investment Advisory Services
North Carolina
$16.1K
VWM
196
Valley Wealth Managers
New Jersey
$14.7K +$14.7K +572 New
ACA
197
Aptus Capital Advisors
Alabama
$14.5K +$14.5K +565 New
S
198
SignatureFD
Georgia
$12.4K +$12.4K +484 New
TAM
199
Tucker Asset Management
Colorado
$7.45K +$7.45K +290 New
PCM
200
Penserra Capital Management
California
$7K +$7K +275 New