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Dimensional US High Profitability ETF

128 hedge funds and large institutions have $1.34B invested in Dimensional US High Profitability ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 2

580% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 10

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

67% more capital invested

Capital invested by funds: $799M → $1.34B (+$538M)

52% more funds holding

Funds holding: 84128 (+44)

3.98% more ownership

Funds ownership: 89.1%93.08% (+4%)

Holders
128
Holders Change
+44
Holders Change %
+52.38%
% of All Funds
2.06%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.4%
New
50
Increased
68
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$176M +$4.55M +191,763 +3%
AP
2
Adero Partners
California
$161M +$19.2M +809,099 +14%
PFO
3
Pathstone Family Office
New Jersey
$120M -$25M -1,054,678 -17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$95.1M +$83.6M +3,526,200 +815%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$70.9M +$62.7M +2,644,791 +859%
FFM
6
Forum Financial Management
Illinois
$61.2M +$46.2M +1,947,372 +323%
LI
7
LVZ Inc
Michigan
$53.6M +$502K +21,172 +1%
3LCM
8
3D/L Capital Management
Connecticut
$34.4M +$1.09M +45,817 +3%
AWM
9
Aprio Wealth Management
Georgia
$34M +$20.5M +865,333 +157%
HighTower Advisors
10
HighTower Advisors
Illinois
$30.3M +$5.88M +248,055 +24%
CCM
11
Carlson Capital Management
Minnesota
$28.5M -$5.63M -237,457 -17%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$28.4M +$10.3M +436,297 +58%
HPA
13
High Probability Advisors
New York
$27.1M +$1.71M +72,022 +7%
PCI
14
Planning Center Inc
Illinois
$26.9M +$26.6M +1,120,812 New
EA
15
Efficient Advisors
Ohio
$25.9M +$25.6M +1,080,131 New
B
16
BetterWealth
California
$18.5M +$1.33M +56,239 +8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$18.1M +$7.85M +331,225 +79%
Corient Private Wealth
18
Corient Private Wealth
Florida
$17.5M +$17.3M +729,051 New
PAS
19
Park Avenue Securities
New York
$16.5M +$16.2M +685,248 New
SSC
20
Syverson Strege & Co
Iowa
$13.3M +$1.07M +44,996 +9%
CWG
21
Crown Wealth Group
North Carolina
$12.7M +$5.16M +217,622 +70%
TWD
22
True Wealth Design
Ohio
$12M +$11.9M +501,308 New
SIS
23
Strategic Investment Solutions
Illinois
$11.6M +$10.7M +450,977 New
Osaic Holdings
24
Osaic Holdings
Arizona
$11.2M +$9.88M +416,594 +858%
LEFP
25
Leading Edge Financial Planning
Tennessee
$9.08M +$8.97M +378,373 New