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Dimensional US High Profitability ETF

205 hedge funds and large institutions have $3.04B invested in Dimensional US High Profitability ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

215% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 39

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

16% more capital invested

Capital invested by funds: $2.62B → $3.04B (+$427M)

12% more funds holding

Funds holding: 183205 (+22)

1.95% more ownership

Funds ownership: 98.92%100.88% (+2%)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
3.25%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.6%
New
32
Increased
123
Reduced
39
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
$445M +$71.1M +2,660,095 +18%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$430M +$68.7M +2,570,634 +18%
MWM
3
Merriman Wealth Management
Washington
$200M +$143K +5,357 +0.1%
FFM
4
Forum Financial Management
Illinois
$177M +$22.2M +832,066 +14%
SIS
5
Strategic Investment Solutions
Illinois
$170M +$168M +6,302,947 +8,901%
AP
6
Adero Partners
California
$169M +$1.63M +60,964 +0.9%
HighTower Advisors
7
HighTower Advisors
Illinois
$55.9M -$2.36M -88,302 -4%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$54.1M +$1.52M +56,863 +3%
AWM
9
Aprio Wealth Management
Georgia
$48.5M +$2.29M +85,735 +5%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$45.6M +$4.25M +158,917 +10%
PCI
11
Planning Center Inc
Illinois
$41M +$1.09M +40,940 +3%
CCM
12
Carlson Capital Management
Minnesota
$37.8M +$554K +20,720 +1%
HPA
13
High Probability Advisors
New York
$35.6M +$949K +35,487 +3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$33.4M +$7.62M +285,085 +30%
PFA
15
Pure Financial Advisors
California
$32.8M +$11.2M +419,692 +49%
3LCM
16
3D/L Capital Management
Connecticut
$30.7M -$2.33M -87,273 -7%
LI
17
LVZ Inc
Michigan
$30.5M -$1.45M -54,191 -4%
BFG
18
Bouchey Financial Group
New York
$29.1M +$4.21M +157,562 +16%
EA
19
Efficient Advisors
Ohio
$28.9M -$797K -29,819 -3%
PFO
20
Pathstone Family Office
New Jersey
$28.3M -$32.2M -1,204,679 -52%
CCA
21
Catalyst Capital Advisors
New York
$28.3M +$29.4M +1,099,834 New
MRC
22
Millburn Ridgefield Corp
New York
$28.3M +$29.4M +1,099,834 New
AWM
23
AE Wealth Management
Kansas
$27.7M +$2.32M +86,963 +9%
SIAG
24
Safeguard Investment Advisory Group
California
$27.2M +$2.79M +104,245 +11%
PAS
25
Park Avenue Securities
New York
$26.7M +$3.16M +118,301 +13%