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Dimensional US High Profitability ETF

235 hedge funds and large institutions have $3.91B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
3.45%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
49
Increased
131
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
176
Aspiriant LLC
California
$495K
CWM
177
Cherrydale Wealth Management
New Jersey
$495K +$8.96K +313 +2%
MCA
178
Maryland Capital Advisors
Maryland
$490K
2L
179
25 LLC
Missouri
$484K +$31.8K +1,112 +7%
EAM
180
Evanson Asset Management
California
$475K +$154K +5,373 +48%
SWM
181
Spire Wealth Management
Virginia
$467K +$253K +8,708 +118%
HWM
182
HFG Wealth Management
Texas
$461K +$461K +16,115 New
FTUS
183
Flow Traders U.S.
New York
$461K +$461K +16,097 New
CA
184
CGN Advisors
Kansas
$460K
WP
185
Wealthspan Partners
Iowa
$438K +$87.6K +3,062 +25%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$413K +$801 +28 +0.2%
IWM
187
IHT Wealth Management
Illinois
$408K +$408K +14,254 New
HPC
188
HM Payson & Co
Maine
$402K +$402K +14,060 New
UBS Group
189
UBS Group
Switzerland
$400K +$204K +7,139 +104%
IFA
190
Index Fund Advisors
California
$393K +$393K +13,723 New
FFA
191
First Foundation Advisors
California
$383K -$10.7K -373 -3%
AC
192
AWM Capital
Arizona
$382K
FCM
193
Fortis Capital Management
Washington
$380K +$1.6K +56 +0.4%
SWP
194
Summit Wealth Partners
Florida
$377K +$69K +2,412 +22%
MOS
195
MGO One Seven
Ohio
$348K +$43.1K +1,505 +14%
DWM
196
Dopkins Wealth Management
New York
$339K +$339K +11,842 New
AWM
197
Angeles Wealth Management
California
$334K +$334K +11,680 New
SPIA
198
Steward Partners Investment Advisory
New York
$325K +$325K +11,347 New
RIM
199
Rockbridge Investment Management
New York
$311K
SAM
200
Synergy Asset Management
Washington
$302K