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Dimensional US High Profitability ETF

161 hedge funds and large institutions have $1.87B invested in Dimensional US High Profitability ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
2.58%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.53%
New
44
Increased
95
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$192M 7,643,477 +306,680 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M 6,892,552 +2,933,670 +74%
AP
3
Adero Partners
California
$162M 6,435,699 -267,625 -4%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$160M 6,352,871 +3,400,289 +115%
FFM
5
Forum Financial Management
Illinois
$81M 3,220,529 +670,626 +26%
PFO
6
Pathstone Family Office
New Jersey
$58.4M 2,324,253 -2,691,723 -54%
LI
7
LVZ Inc
Michigan
$57.5M 2,286,389 +52,515 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$54.5M 2,165,861 +904,846 +72%
QA
9
Quantitative Advantage
Minnesota
$51.3M 2,040,981 +2,040,981 New
AWM
10
Aprio Wealth Management
Georgia
$45.4M 1,807,605 +390,877 +28%
PCI
11
Planning Center Inc
Illinois
$37.4M 1,485,435 +364,623 +33%
3LCM
12
3D/L Capital Management
Connecticut
$35.7M 1,418,440 -13,913 -1%
CCM
13
Carlson Capital Management
Minnesota
$35.4M 1,406,267 +221,326 +19%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$35.1M 1,397,563 +214,725 +18%
HPA
15
High Probability Advisors
New York
$32.1M 1,278,577 +151,102 +13%
Corient Private Wealth
16
Corient Private Wealth
Florida
$28.8M 1,147,221 +418,170 +57%
EA
17
Efficient Advisors
Ohio
$28.5M 1,133,447 +53,316 +5%
LWM
18
Liberty Wealth Management
California
$24.6M 982,978 +982,978 New
AWM
19
AE Wealth Management
Kansas
$22.6M 899,409 +724,034 +413%
BFG
20
Bouchey Financial Group
New York
$21.9M 870,833 +870,833 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$21.6M 858,279 +108,478 +14%
Osaic Holdings
22
Osaic Holdings
Arizona
$20.6M 819,054 +353,910 +76%
B
23
BetterWealth
California
$19.9M 791,402 +22,004 +3%
PAS
24
Park Avenue Securities
New York
$19.8M 785,794 +100,546 +15%
SIAG
25
Safeguard Investment Advisory Group
California
$19.4M 770,881 +757,470 +5,648%