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Dimensional US High Profitability ETF

379 hedge funds and large institutions have $7.21B invested in Dimensional US High Profitability ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 180 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 12

131% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 78

30% more funds holding in top 10

Funds holding in top 10: 6686 (+20)

21% more funds holding

Funds holding: 313379 (+66)

1.05% more ownership

Funds ownership: 99.48%100.53% (+1%)

5% more capital invested

Capital invested by funds: $6.88B → $7.21B (+$339M)

Holders
379
Holders Change
+66
Holders Change %
+21.09%
% of All Funds
4.99%
Holding in Top 10
86
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.3%
% of All Funds
1.13%
New
85
Increased
180
Reduced
78
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B +$45.4M +1,310,704 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.21B -$73.9M -2,136,549 -6%
MWM
3
Merriman Wealth Management
Washington
$275M -$6.64M -191,898 -2%
AP
4
Adero Partners
California
$233M +$5.89M +170,221 +3%
FFM
5
Forum Financial Management
Illinois
$232M +$1.08M +31,312 +0.5%
PFA
6
Pure Financial Advisors
California
$185M +$28.8M +833,291 +18%
Corient Private Wealth
7
Corient Private Wealth
Florida
$93M +$20.3M +586,886 +27%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$91.1M +$4.46M +128,846 +5%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$88.3M +$9.96M +287,809 +12%
AA
10
Alesco Advisors
New York
$88.2M -$1.53M -44,328 -2%
AWM
11
Aprio Wealth Management
Georgia
$86.9M +$6.77M +195,678 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$81.6M -$699K -20,214 -0.8%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$71.6M +$2.85M +82,469 +4%
BFG
14
Bouchey Financial Group
New York
$69.1M +$7.33M +211,881 +12%
LI
15
LVZ Inc
Michigan
$68.8M +$683K +19,744 +1%
FG
16
Foster Group
Iowa
$68.6M -$39.6K -1,145 -0.1%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$60.4M -$1.36M -39,352 -2%
UBS Group
18
UBS Group
Switzerland
$57.9M -$996K -28,782 -2%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$57.6M +$11.8M +342,100 +25%
PAS
20
Park Avenue Securities
New York
$57.3M +$4.66M +134,730 +9%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$55.4M -$5.96M -172,372 -10%
Raymond James Financial
22
Raymond James Financial
Florida
$54.6M +$55.9M +1,614,772 New
PCI
23
Planning Center Inc
Illinois
$54.4M -$1.04M -30,157 -2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$53.7M -$17.2M -498,004 -24%
SIAG
25
Safeguard Investment Advisory Group
California
$48.9M +$1.1M +31,801 +2%