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Dimensional US High Profitability ETF

255 hedge funds and large institutions have $5B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.7%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
37
Increased
148
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UA
201
Unison Advisors
District of Columbia
$412K +$174K +5,504 +73%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$412K -$44.8K -1,417 -10%
HA
203
Hanover Advisors
South Carolina
$400K +$69.3K +2,192 +21%
CWM
204
Cherrydale Wealth Management
New Jersey
$399K -$148K -4,676 -27%
FG
205
Foster Group
Iowa
$365K +$365K +11,546 New
SPIA
206
Steward Partners Investment Advisory
New York
$359K
DI
207
Disciplined Investments
Oklahoma
$357K +$98.4K +3,113 +38%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$344K +$344K +10,885 New
RIM
209
Rockbridge Investment Management
New York
$343K
QCIG
210
Quad-Cities Investment Group
Iowa
$332K +$25.5K +808 +8%
HIG
211
Heritage Investment Group
Florida
$326K
NRW
212
Nova R Wealth
Kansas
$308K +$308K +9,758 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$295K +$295K +9,336 New
S
214
SignatureFD
Georgia
$286K +$271K +8,578 +1,772%
HWM
215
HB Wealth Management
Georgia
$248K +$248K +7,855 New
Wells Fargo
216
Wells Fargo
California
$245K +$245K +7,757 New
JTWM
217
Jackson Thornton Wealth Management
Alabama
$242K +$242K +7,666 New
RSWM
218
Robertson Stephens Wealth Management
California
$238K -$1.44M -45,567 -86%
MWM
219
Modera Wealth Management
New Jersey
$235K +$235K +7,425 New
CCG
220
Capital CS Group
California
$233K
GMA
221
Glassy Mountain Advisors
Maryland
$231K +$4.17K +132 +2%
EWA
222
Elevate Wealth Advisory
Georgia
$229K -$15.2K -482 -6%
CSB
223
City State Bank
Iowa
$221K +$221K +7,000 New
RJT
224
Raymond James Trust
Florida
$220K +$220K +6,973 New
APC
225
Aspire Private Capital
North Carolina
$220K +$71.8K +2,272 +49%