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Dimensional US High Profitability ETF

84 hedge funds and large institutions have $799M invested in Dimensional US High Profitability ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 9

67% more capital invested

Capital invested by funds: $479M → $799M (+$320M)

45% more funds holding

Funds holding: 5884 (+26)

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

9.01% more ownership

Funds ownership: 80.08%89.1% (+9%)

Holders
84
Holders Change
+26
Holders Change %
+44.83%
% of All Funds
1.45%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
28
Increased
45
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$152M +$12.6M +533,659 +8%
AP
2
Adero Partners
California
$135M -$11.1M -469,844 -7%
PFO
3
Pathstone Family Office
New Jersey
$130M +$144M +6,070,654 New
LI
4
LVZ Inc
Michigan
$47.2M +$51.6M +2,180,022 +6,671%
LWM
5
Liberty Wealth Management
California
$41.1M +$41.8M +1,767,201 +1,105%
CCM
6
Carlson Capital Management
Minnesota
$30.4M -$1.93M -81,591 -5%
3LCM
7
3D/L Capital Management
Connecticut
$29.6M -$300K -12,693 -0.9%
HPA
8
High Probability Advisors
New York
$22.5M +$3.61M +152,415 +17%
HighTower Advisors
9
HighTower Advisors
Illinois
$21.6M +$13.5M +572,056 +130%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$15.9M +$10.1M +424,800 +132%
B
11
BetterWealth
California
$15.2M +$920K +38,867 +6%
FFM
12
Forum Financial Management
Illinois
$12.9M +$11.9M +502,712 +504%
AWM
13
Aprio Wealth Management
Georgia
$11.8M +$11.6M +489,971 +798%
SSC
14
Syverson Strege & Co
Iowa
$10.8M +$74.3K +3,138 +0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.23M +$7.24M +305,990 +242%
CPA
16
Cardiff Park Advisors
California
$6.97M +$6.51M +275,019 +532%
CWG
17
Crown Wealth Group
North Carolina
$6.62M +$4.56M +192,514 +163%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$6.57M +$7.28M +307,791 New
ACP
19
Aveo Capital Partners
Colorado
$6.19M +$1.06M +44,752 +18%
SWA
20
Sax Wealth Advisors
New Jersey
$5.84M +$3.47M +146,585 +116%
RW
21
REDW Wealth
New Mexico
$5.39M +$593K +25,074 +11%
Jane Street
22
Jane Street
New York
$5.34M +$5.3M +224,122 +859%
HI
23
Horizon Investments
North Carolina
$5.13M +$5.69M +240,423 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.74M +$5.25M +222,032 New
AC
25
Applied Capital
Arkansas
$3.85M +$1.56M +65,924 +57%