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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
SWP
201
Summit Wealth Partners
Florida
$416K
UA
202
Unison Advisors
District of Columbia
$412K +$165K +5,504 +73%
Envestnet Portfolio Solutions
203
Envestnet Portfolio Solutions
Illinois
$412K -$42.5K -1,417 -10%
HA
204
Hanover Advisors
South Carolina
$400K +$65.7K +2,192 +21%
CWM
205
Cherrydale Wealth Management
New Jersey
$399K -$140K -4,676 -27%
FG
206
Foster Group
Iowa
$365K +$346K +11,546 New
SPIA
207
Steward Partners Investment Advisory
New York
$359K
DI
208
Disciplined Investments
Oklahoma
$357K +$93.3K +3,113 +38%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$344K +$326K +10,885 New
RIM
210
Rockbridge Investment Management
New York
$343K
QCIG
211
Quad-Cities Investment Group
Iowa
$332K +$24.2K +808 +8%
HIG
212
Heritage Investment Group
Florida
$326K
NRW
213
Nova R Wealth
Kansas
$308K +$293K +9,758 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$295K +$280K +9,336 New
S
215
SignatureFD
Georgia
$286K +$257K +8,578 +1,772%
IFG
216
Independent Financial Group
California
$268K +$3.54K +118 +1%
HWM
217
HB Wealth Management
Georgia
$248K +$235K +7,855 New
Wells Fargo
218
Wells Fargo
California
$245K +$233K +7,757 New
JTWM
219
Jackson Thornton Wealth Management
Alabama
$242K +$230K +7,666 New
RSWM
220
Robertson Stephens Wealth Management
California
$238K -$1.37M -45,567 -86%
MWM
221
Modera Wealth Management
New Jersey
$235K +$223K +7,425 New
CCG
222
Capital CS Group
California
$233K
GMA
223
Glassy Mountain Advisors
Maryland
$231K +$3.96K +132 +2%
EWA
224
Elevate Wealth Advisory
Georgia
$229K -$14.4K -482 -6%
CSB
225
City State Bank
Iowa
$221K +$210K +7,000 New