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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
176
Main Street Financial Solutions
Pennsylvania
$2.67M +$131K +3,788 +5%
PA
177
PFG Advisors
Arizona
$2.61M +$150K +4,341 +6%
MML Investors Services
178
MML Investors Services
Massachusetts
$2.58M +$207K +5,992 +9%
CCM
179
Carlson Capital Management
Minnesota
$2.51M -$222K -6,422 -8%
V
180
ViaWealth
Kansas
$2.43M -$99.3K -2,871 -4%
RSWA
181
Robinson Smith Wealth Advisors
Maine
$2.39M +$524K +15,134 +27%
JTWM
182
Jackson Thornton Wealth Management
Alabama
$2.38M +$766K +22,133 +46%
FFA
183
Farther Finance Advisors
California
$2.37M -$655K -18,920 -21%
CW
184
CreativeOne Wealth
Kansas
$2.35M +$374K +10,805 +18%
Truist Financial
185
Truist Financial
North Carolina
$2.33M -$455K -13,142 -16%
RWM
186
Riverchase Wealth Management
Texas
$2.31M +$2.37M +68,405 New
SWG
187
Summit Wealth Group
Vermont
$2.29M +$175K +5,061 +8%
WCM
188
Warburton Capital Management
Oklahoma
$2.29M +$2.34M +67,654 New
EAM
189
Evanson Asset Management
California
$2.26M +$316K +9,125 +16%
Betterment LLC
190
Betterment LLC
New York
$2.21M +$1.03M +29,634 +83%
HI
191
Harbour Investments
Wisconsin
$2.15M +$193K +5,573 +10%
GLA
192
Good Life Advisors
Pennsylvania
$2.14M +$325K +9,403 +17%
SC
193
Schubert & Co
Texas
$2.02M -$43.5K -1,256 -2%
DWM
194
Dopkins Wealth Management
New York
$2M +$1.68M +48,480 +456%
FWP
195
Firethorn Wealth Partners
Georgia
$1.99M -$57.6K -1,665 -3%
AWMNY
196
Arcadia Wealth Management (New York)
New York
$1.96M +$2.01M +58,044 New
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$1.89M -$31.4K -907 -2%
SAG
198
SageView Advisory Group
California
$1.86M -$48.5K -1,403 -2%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$1.84M +$197K +5,683 +12%
BAWC
200
Boyce & Associates Wealth Consulting
Texas
$1.83M +$200K +5,792 +12%