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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
SAM
201
Synergy Asset Management
Washington
$302K
HA
202
Hanover Advisors
South Carolina
$299K +$280K +10,462 New
HIG
203
Heritage Investment Group
Florida
$296K
QCIG
204
Quad-Cities Investment Group
Iowa
$276K +$260K +9,704 New
ATI
205
ARK & TLK Investments
Oklahoma
$243K +$228K +8,509 New
IFG
206
Independent Financial Group
California
$239K +$223K +8,352 New
DI
207
Disciplined Investments
Oklahoma
$234K +$107 +4 +0%
EWA
208
Elevate Wealth Advisory
Georgia
$221K +$206K +7,712 New
UA
209
Unison Advisors
District of Columbia
$216K +$202K +7,539 New
CCG
210
Capital CS Group
California
$211K -$29.2K -1,091 -13%
FCP
211
Fidelis Capital Partners
Florida
$206K +$193K +7,216 New
MAA
212
Mraz Amerine & Associates
California
$206K +$193K +7,208 New
NSG
213
Nalls Sherbakoff Group
Tennessee
$205K +$8.35K +312 +5%
GMA
214
Glassy Mountain Advisors
Maryland
$205K +$192K +7,174 New
I
215
INVST
Indiana
$202K +$183K +6,825 New
AWM
216
Aspire Wealth Management
Massachusetts
$193K -$401 -15 -0.2%
WP
217
WealthShield Partners
North Carolina
$138K -$9.42K -352 -7%
APC
218
Aspire Private Capital
North Carolina
$134K +$30.1K +1,124 +32%
TRCT
219
Tower Research Capital (TRC)
New York
$99.8K -$71.2K -2,661 -43%
PB
220
Pinnacle Bancorp
Nebraska
$86.4K +$80.8K +3,021 New
GRP
221
Global Retirement Partners
California
$63K -$1.69K -63 -3%
LWA
222
Lowe Wealth Advisors
Maryland
$51K +$47.6K +1,781 New
Comerica Bank
223
Comerica Bank
Texas
$42K +$16.4K +613 +72%
OLVIG
224
Oliver Lagore Vanvalin Investment Group
Michigan
$38.7K +$9.1K +340 +34%
LG
225
LAM Group
Oregon
$25.3K +$268 +10 +1%