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Dimensional US High Profitability ETF

288 hedge funds and large institutions have $5.67B invested in Dimensional US High Profitability ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

221% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 53

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

13% more capital invested

Capital invested by funds: $5.03B → $5.67B (+$645M)

12% more funds holding

Funds holding: 257288 (+31)

0.95% less ownership

Funds ownership: 99.59%98.63% (-0.95%)

Holders
288
Holders Change
+31
Holders Change %
+12.06%
% of All Funds
4.16%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
44
Increased
170
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$941M +$118M +3,781,741 +15%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$920M +$134M +4,313,841 +16%
MWM
3
Merriman Wealth Management
Washington
$263M +$3.36M +108,172 +1%
AP
4
Adero Partners
California
$216M +$1.88M +60,635 +0.9%
FFM
5
Forum Financial Management
Illinois
$214M -$12.3M -396,404 -6%
PFA
6
Pure Financial Advisors
California
$110M +$31.8M +1,022,870 +43%
AA
7
Alesco Advisors
New York
$85.5M +$982K +31,604 +1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$81.1M +$2.41M +77,557 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$76.5M +$3.93M +126,497 +6%
AWM
10
Aprio Wealth Management
Georgia
$71.3M -$6.86M -220,765 -9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$67.7M +$25.1M +806,568 +62%
BSW
12
Buckingham Strategic Wealth
Missouri
$67.2M +$7.42M +238,831 +13%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$65.9M +$24.6M +792,587 +63%
LI
14
LVZ Inc
Michigan
$65.4M +$625K +20,116 +1%
FG
15
Foster Group
Iowa
$65.4M +$63.2M +2,032,378 +17,602%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$61.5M +$4.29M +138,057 +8%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$61.3M +$901K +28,994 +2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$59.8M -$3.8M -122,216 -6%
BFG
19
Bouchey Financial Group
New York
$55.5M +$1.84M +59,158 +4%
PCI
20
Planning Center Inc
Illinois
$52.9M +$807K +25,945 +2%
UBS Group
21
UBS Group
Switzerland
$51.5M -$716K -23,044 -1%
PAS
22
Park Avenue Securities
New York
$46.1M +$4.03M +129,707 +10%
OIA
23
OneDigital Investment Advisors
Kansas
$43.8M -$210K -6,758 -0.5%
SIAG
24
Safeguard Investment Advisory Group
California
$43.8M +$3.69M +118,676 +9%
HPA
25
High Probability Advisors
New York
$41.8M -$102K -3,281 -0.3%