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Dimensional US High Profitability ETF

237 hedge funds and large institutions have $3.94B invested in Dimensional US High Profitability ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 44

42% more funds holding in top 10

Funds holding in top 10: 3854 (+16)

29% more capital invested

Capital invested by funds: $3.04B → $3.94B (+$897M)

16% more funds holding

Funds holding: 205237 (+32)

3.24% less ownership

Funds ownership: 100.88%97.63% (-3.2%)

Holders
237
Holders Change
+32
Holders Change %
+15.61%
% of All Funds
3.46%
Holding in Top 10
54
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+42.11%
% of All Funds
0.79%
New
50
Increased
131
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$566M +$66.8M +2,496,403 +14%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$553M +$68.5M +2,559,222 +15%
MWM
3
Merriman Wealth Management
Washington
$223M +$705K +26,352 +0.3%
FFM
4
Forum Financial Management
Illinois
$206M +$8.6M +321,343 +5%
AP
5
Adero Partners
California
$192M +$3.08M +115,168 +2%
Corient Private Wealth
6
Corient Private Wealth
Florida
$77.4M +$48.7M +1,820,225 +205%
AA
7
Alesco Advisors
New York
$66.2M +$61.9M +2,313,227 New
HighTower Advisors
8
HighTower Advisors
Illinois
$62M -$257K -9,613 -0.4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$59.1M -$1.1M -41,269 -2%
AWM
10
Aprio Wealth Management
Georgia
$55.3M +$1.13M +42,351 +2%
PFA
11
Pure Financial Advisors
California
$54.3M +$16.6M +620,444 +49%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$52.6M +$1.65M +61,705 +3%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$45.8M +$9.95M +371,774 +30%
PCI
14
Planning Center Inc
Illinois
$45.8M +$85.5K +3,196 +0.2%
BFG
15
Bouchey Financial Group
New York
$44.9M +$11.6M +435,266 +38%
CCM
16
Carlson Capital Management
Minnesota
$42.9M +$778K +29,099 +2%
HPA
17
High Probability Advisors
New York
$38.2M -$1.4M -52,389 -4%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$38M +$35.5M +1,328,775 New
AWM
19
AE Wealth Management
Kansas
$35.4M +$3.35M +125,129 +12%
LI
20
LVZ Inc
Michigan
$33.4M -$486K -18,177 -2%
PAS
21
Park Avenue Securities
New York
$32.6M +$2.63M +98,344 +9%
SIAG
22
Safeguard Investment Advisory Group
California
$32.5M +$2.14M +79,872 +8%
FIM
23
Freedom Investment Management
Connecticut
$32.5M +$30.4M +1,135,583 New
EA
24
Efficient Advisors
Ohio
$32.2M +$69K +2,580 +0.2%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$31.5M +$29.4M +1,099,928 New