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Dimensional US High Profitability ETF

258 hedge funds and large institutions have $5.03B invested in Dimensional US High Profitability ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 149 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

176% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 54

28% more capital invested

Capital invested by funds: $3.94B → $5.03B (+$1.09B)

8% more funds holding

Funds holding: 238258 (+20)

1.95% more ownership

Funds ownership: 97.63%99.59% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 5454 (0)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
3.72%
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
37
Increased
149
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$832M +$210M +6,998,213 +36%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$811M +$175M +5,848,884 +30%
MWM
3
Merriman Wealth Management
Washington
$256M +$8.76M +292,095 +4%
FFM
4
Forum Financial Management
Illinois
$224M -$3.59M -119,690 -2%
AP
5
Adero Partners
California
$212M -$397K -13,226 -0.2%
AA
6
Alesco Advisors
New York
$83.5M +$9.86M +328,998 +14%
Corient Private Wealth
7
Corient Private Wealth
Florida
$77.7M -$7.46M -248,976 -9%
AWM
8
Aprio Wealth Management
Georgia
$77.4M +$15.5M +518,375 +27%
PFA
9
Pure Financial Advisors
California
$76M +$15.2M +506,118 +27%
HighTower Advisors
10
HighTower Advisors
Illinois
$71.6M +$2.95M +98,342 +5%
LI
11
LVZ Inc
Michigan
$64M +$25.7M +856,386 +73%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$62.9M -$2.24M -74,749 -4%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$59.7M +$1.49M +49,734 +3%
BSW
14
Buckingham Strategic Wealth
Missouri
$58.8M +$33.3M +1,110,170 +148%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$56.1M +$5.28M +175,992 +11%
BFG
16
Bouchey Financial Group
New York
$53M +$3.22M +107,271 +7%
UBS Group
17
UBS Group
Switzerland
$51.6M +$48.6M +1,619,466 +11,592%
PCI
18
Planning Center Inc
Illinois
$51.4M +$820K +27,353 +2%
OIA
19
OneDigital Investment Advisors
Kansas
$43.5M +$8.61M +287,298 +26%
DPW
20
DiNuzzo Private Wealth
Pennsylvania
$42M +$31.2K +1,042 +0.1%
PAS
21
Park Avenue Securities
New York
$41.5M +$5.19M +173,117 +15%
HPA
22
High Probability Advisors
New York
$41.4M -$671K -22,392 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$41.4M +$26.4M +880,732 +206%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$40.1M +$5.02M +167,528 +15%
SIAG
25
Safeguard Investment Advisory Group
California
$39.5M +$3.4M +113,503 +10%