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Dimensional US High Profitability ETF

22 hedge funds and large institutions have $426M invested in Dimensional US High Profitability ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
22
Holders Change
+22
Holders Change %
% of All Funds
0.35%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
22
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$263M 100,000 +100,000 New
AP
2
Adero Partners
California
$133M 5,063,641 +5,063,641 New
DPI
3
Diversified Portfolios Inc
Michigan
$9.56M 265,278 +265,278 New
LWM
4
Liberty Wealth Management
California
$4.12M 157,297 +157,297 New
CWG
5
Crown Wealth Group
North Carolina
$3.92M 148,975 +148,975 New
RW
6
REDW Wealth
New Mexico
$3.88M 147,152 +147,152 New
MWM
7
Merriman Wealth Management
Washington
$1.95M 73,933 +73,933 New
ACP
8
Aveo Capital Partners
Colorado
$1.58M 59,923 +59,923 New
AC
9
Applied Capital
Arkansas
$1.16M 44,213 +44,213 New
LFA
10
Landmark Financial Advisors
Kentucky
$676K 26,377 +26,377 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$643K 24,454 +24,454 New
TFA
12
Triad Financial Advisors
North Carolina
$562K 21,355 +21,355 New
EP
13
Equius Partners
California
$480K 18,221 +18,221 New
MHB
14
Midwest Heritage Bank
Iowa
$357K 13,549 +13,549 New
CPIG
15
Chicago Partners Investment Group
Illinois
$245K 10,476 +10,476 New
SC
16
Schubert & Co
Texas
$123K 4,682 +4,682 New
TWA
17
TCI Wealth Advisors
Arizona
$117K 4,435 +4,435 New
IA
18
IFP Advisors
Florida
$67K 2,724 +2,724 New
HA
19
Herold Advisors
New York
$18.7K 710 +710 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6K 230 +230 New
Bank of America
21
Bank of America
North Carolina
$6K 236 +236 New
MCA
22
Maryland Capital Advisors
Maryland
$3K 100 +100 New
CFGS
23
Concourse Financial Group Securities
Alabama