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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$513K +$108K +4,055 +29%
AL
177
Aspiriant LLC
California
$495K
CWM
178
Cherrydale Wealth Management
New Jersey
$495K +$8.37K +313 +2%
MCA
179
Maryland Capital Advisors
Maryland
$490K
2L
180
25 LLC
Missouri
$484K +$29.7K +1,112 +7%
EAM
181
Evanson Asset Management
California
$475K +$144K +5,373 +48%
SWM
182
Spire Wealth Management
Virginia
$467K +$233K +8,708 +118%
HWM
183
HFG Wealth Management
Texas
$461K +$431K +16,115 New
FTUS
184
Flow Traders U.S.
New York
$461K +$431K +16,097 New
CA
185
CGN Advisors
Kansas
$460K
WP
186
Wealthspan Partners
Iowa
$438K +$81.9K +3,062 +25%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$413K +$749 +28 +0.2%
IWM
188
IHT Wealth Management
Illinois
$408K +$381K +14,254 New
HPC
189
HM Payson & Co
Maine
$402K +$376K +14,060 New
UBS Group
190
UBS Group
Switzerland
$400K +$191K +7,139 +104%
IFA
191
Index Fund Advisors
California
$393K +$367K +13,723 New
FFA
192
First Foundation Advisors
California
$383K -$9.98K -373 -3%
AC
193
AWM Capital
Arizona
$382K
FCM
194
Fortis Capital Management
Washington
$380K +$1.5K +56 +0.4%
SWP
195
Summit Wealth Partners
Florida
$377K +$64.5K +2,412 +22%
MOS
196
MGO One Seven
Ohio
$348K +$40.3K +1,505 +14%
DWM
197
Dopkins Wealth Management
New York
$339K +$317K +11,842 New
AWM
198
Angeles Wealth Management
California
$334K +$312K +11,680 New
SPIA
199
Steward Partners Investment Advisory
New York
$325K +$304K +11,347 New
RIM
200
Rockbridge Investment Management
New York
$311K