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Dimensional US High Profitability ETF

255 hedge funds and large institutions have $5B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 53 reducing their positions, and 12 closing their positions.

Holders
255
Holders Change
+20
Holders Change %
+8.51%
% of All Funds
3.7%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
37
Increased
148
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$832M 26,312,470 +6,998,213 +36%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$811M 25,649,219 +5,848,884 +30%
MWM
3
Merriman Wealth Management
Washington
$256M 8,103,057 +292,095 +4%
FFM
4
Forum Financial Management
Illinois
$224M 7,078,694 -119,690 -2%
AP
5
Adero Partners
California
$212M 6,691,202 -13,226 -0.2%
AA
6
Alesco Advisors
New York
$83.5M 2,642,225 +328,998 +14%
Corient Private Wealth
7
Corient Private Wealth
Florida
$77.7M 2,457,635 -248,976 -9%
AWM
8
Aprio Wealth Management
Georgia
$77.4M 2,449,728 +518,375 +27%
PFA
9
Pure Financial Advisors
California
$76M 2,404,910 +506,118 +27%
HighTower Advisors
10
HighTower Advisors
Illinois
$71.6M 2,265,770 +98,342 +5%
LI
11
LVZ Inc
Michigan
$64M 2,023,901 +856,386 +73%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$62.9M 1,990,181 -74,749 -4%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$59.7M 1,887,385 +49,734 +3%
BSW
14
Buckingham Strategic Wealth
Missouri
$58.8M 1,860,862 +1,110,170 +148%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$56.1M 1,772,350 +175,992 +11%
BFG
16
Bouchey Financial Group
New York
$53M 1,675,906 +107,271 +7%
UBS Group
17
UBS Group
Switzerland
$51.6M 1,633,437 +1,619,466 +11,592%
PCI
18
Planning Center Inc
Illinois
$51.4M 1,626,829 +27,353 +2%
OIA
19
OneDigital Investment Advisors
Kansas
$43.5M 1,377,498 +287,298 +26%
DPW
20
DiNuzzo Private Wealth
Pennsylvania
$42M 1,329,817 +1,042 +0.1%
PAS
21
Park Avenue Securities
New York
$41.5M 1,311,439 +173,117 +15%
HPA
22
High Probability Advisors
New York
$41.4M 1,311,277 -22,392 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$41.4M 1,308,443 +880,732 +206%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$40.1M 1,267,456 +167,528 +15%
SIAG
25
Safeguard Investment Advisory Group
California
$39.5M 1,250,354 +113,503 +10%