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Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
176
Hutchens & Kramer Investment Management Group
Indiana
$696K -$113K -3,770 -15%
RFP
177
Root Financial Partners
California
$664K -$38.5K -1,284 -6%
SHFA
178
SC&H Financial Advisors
Maryland
$663K +$1.53K +51 +0.2%
EFP
179
EnRich Financial Partners
Wisconsin
$632K -$10.1K -336 -2%
MCA
180
Maryland Capital Advisors
Maryland
$609K +$64.2K +2,140 +13%
DWM
181
Dopkins Wealth Management
New York
$604K +$218K +7,266 +61%
Cerity Partners
182
Cerity Partners
New York
$603K
EAM
183
Evanson Asset Management
California
$596K +$67.5K +2,253 +14%
BOSSRA
184
B.O.S.S. Retirement Advisors
Utah
$581K -$54.3K -1,810 -8%
HI
185
Harbour Investments
Wisconsin
$565K -$94.9K -3,166 -15%
AL
186
Aspiriant LLC
California
$547K
2L
187
25 LLC
Missouri
$537K +$2.67K +89 +0.5%
WP
188
Wealthspan Partners
Iowa
$526K +$39.5K +1,316 +9%
CA
189
CGN Advisors
Kansas
$522K +$13.8K +460 +3%
SWM
190
Spire Wealth Management
Virginia
$515K +$6.87K +229 +1%
IWM
191
IHT Wealth Management
Illinois
$503K +$49.6K +1,655 +12%
CW
192
CreativeOne Wealth
Kansas
$490K +$465K +15,511 New
FCP
193
Fidelis Capital Partners
Florida
$472K +$231K +7,710 +107%
IFA
194
Index Fund Advisors
California
$459K +$23.9K +796 +6%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$450K -$1.72M -57,484 -80%
HPC
196
HM Payson & Co
Maine
$444K
FFA
197
First Foundation Advisors
California
$423K
AC
198
AWM Capital
Arizona
$422K
FCM
199
Fortis Capital Management
Washington
$421K +$839 +28 +0.2%
MOS
200
MGO One Seven
Ohio
$419K +$32.2K +1,073 +9%