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Dimensional US High Profitability ETF

182 hedge funds and large institutions have $2.59B invested in Dimensional US High Profitability ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
182
Holders Change
+21
Holders Change %
+13.04%
% of All Funds
2.87%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.49%
New
32
Increased
111
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$389M 14,643,837 +7,751,285 +112%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$376M 14,184,401 +7,831,530 +123%
MWM
3
Merriman Wealth Management
Washington
$206M 7,779,253 +135,776 +2%
AP
4
Adero Partners
California
$173M 6,528,296 +92,597 +1%
FFM
5
Forum Financial Management
Illinois
$160M 6,044,975 +2,824,446 +88%
PFO
6
Pathstone Family Office
New Jersey
$61.8M 2,329,372 +5,119 +0.2%
HighTower Advisors
7
HighTower Advisors
Illinois
$60.1M 2,265,343 +99,482 +5%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$54.4M 2,049,336 +2,049,336 New
AWM
9
Aprio Wealth Management
Georgia
$47.9M 1,803,267 -4,338 -0.2%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$42.9M 1,617,029 +219,466 +16%
PCI
11
Planning Center Inc
Illinois
$41.3M 1,555,340 +69,905 +5%
CCM
12
Carlson Capital Management
Minnesota
$38.5M 1,449,345 +43,078 +3%
HPA
13
High Probability Advisors
New York
$35.8M 1,350,571 +71,994 +6%
3LCM
14
3D/L Capital Management
Connecticut
$34M 1,281,308 -137,132 -10%
LI
15
LVZ Inc
Michigan
$32.9M 1,239,883 -1,046,506 -46%
EA
16
Efficient Advisors
Ohio
$30.6M 1,154,426 +20,979 +2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$30.3M 1,141,059 -6,162 -0.5%
AWM
18
AE Wealth Management
Kansas
$26.3M 992,617 +93,208 +10%
FC
19
Financial Consulate
Maryland
$26.2M 985,834 +985,834 New
BFG
20
Bouchey Financial Group
New York
$25.9M 975,807 +104,974 +12%
SIAG
21
Safeguard Investment Advisory Group
California
$25.3M 952,734 +181,853 +24%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$25M 939,499 +81,220 +9%
PAS
23
Park Avenue Securities
New York
$24.5M 921,677 +135,883 +17%
PFA
24
Pure Financial Advisors
California
$22.8M 858,656 +478,031 +126%
LWM
25
Liberty Wealth Management
California
$22.4M 845,427 -137,551 -14%