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Dimensional US High Profitability ETF

183 hedge funds and large institutions have $2.62B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 30

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $1.87B → $2.62B (+$744M)

14% more funds holding

Funds holding: 161183 (+22)

5.68% more ownership

Funds ownership: 93.24%98.92% (+5.7%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
2.87%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
33
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$389M +$196M +7,751,285 +112%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$376M +$198M +7,831,530 +123%
MWM
3
Merriman Wealth Management
Washington
$206M +$3.43M +135,776 +2%
AP
4
Adero Partners
California
$173M +$2.34M +92,597 +1%
FFM
5
Forum Financial Management
Illinois
$160M +$71.3M +2,824,446 +88%
PFO
6
Pathstone Family Office
New Jersey
$61.8M +$129K +5,119 +0.2%
HighTower Advisors
7
HighTower Advisors
Illinois
$60.1M +$2.51M +99,482 +5%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$54.4M +$51.7M +2,049,336 New
AWM
9
Aprio Wealth Management
Georgia
$47.9M -$109K -4,338 -0.2%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$42.9M +$5.54M +219,466 +16%
PCI
11
Planning Center Inc
Illinois
$41.3M +$1.76M +69,905 +5%
CCM
12
Carlson Capital Management
Minnesota
$38.5M +$1.09M +43,078 +3%
HPA
13
High Probability Advisors
New York
$35.8M +$1.82M +71,994 +6%
3LCM
14
3D/L Capital Management
Connecticut
$34M -$3.46M -137,132 -10%
LI
15
LVZ Inc
Michigan
$32.9M -$26.4M -1,046,506 -46%
EA
16
Efficient Advisors
Ohio
$30.6M +$529K +20,979 +2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$30.3M -$156K -6,162 -0.5%
AWM
18
AE Wealth Management
Kansas
$26.3M +$2.35M +93,208 +10%
FC
19
Financial Consulate
Maryland
$26.2M +$24.9M +985,834 New
BFG
20
Bouchey Financial Group
New York
$25.9M +$2.65M +104,974 +12%
SIAG
21
Safeguard Investment Advisory Group
California
$25.3M +$4.59M +181,853 +24%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$25M +$2.05M +81,220 +9%
BEW
23
Burton Enright Welch
California
$24.8M +$23.6M +935,829 New
PAS
24
Park Avenue Securities
New York
$24.5M +$3.43M +135,883 +17%
PFA
25
Pure Financial Advisors
California
$22.8M +$12.1M +478,031 +126%