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Dimensional US High Profitability ETF

534 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
BDFS Capital
Delaware
$3.94M +$240K +6,260 +6%
IIA
227
Integrity Investment Advisors
Colorado
$3.94M +$35.2K +917 +0.9%
EWA
228
EverSource Wealth Advisors
Alabama
$3.93M -$6.24M -162,694 -60%
BWIA
229
Bryant Woods Investment Advisors
New York
$3.8M +$551K +14,363 +16%
CSB
230
City State Bank
Iowa
$3.8M +$976K +25,448 +33%
TCA
231
Transcend Capital Advisors
New Jersey
$3.79M +$42.7K +1,113 +1%
AQR Capital Management
232
AQR Capital Management
Connecticut
$3.74M +$837K +21,819 +27%
TF
233
Thayer Financial
North Carolina
$3.69M +$202K +5,255 +6%
Morgan Stanley
234
Morgan Stanley
New York
$3.61M -$200K -5,213 -5%
TM
235
Torren Management
California
$3.6M +$21.4K +559 +0.6%
FF
236
Friday Financial
Iowa
$3.58M +$277K +7,234 +8%
EAM
237
Evanson Asset Management
California
$3.55M +$301K +7,858 +9%
TWCA
238
Two West Capital Advisors
Kansas
$3.5M -$14.8K -386 -0.4%
CCMG
239
Connecticut Capital Management Group
Connecticut
$3.49M -$134K -3,488 -4%
DWM
240
Dopkins Wealth Management
New York
$3.44M +$210K +5,477 +6%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$905K +23,599 +34%
HWM
242
HBE Wealth Management
Nebraska
$3.35M +$380K +9,917 +12%
MWM
243
McCartney Wealth Management
Missouri
$3.28M +$88K +2,295 +3%
IDA
244
Intelligence Driven Advisers
California
$3.18M -$214K -5,567 -6%
SWG
245
Summit Wealth Group
Vermont
$3.17M +$131K +3,413 +4%
CG
246
Caprock Group
Idaho
$3.12M +$3.41K +89 +0.1%
CWM
247
Capstone Wealth Management
Montana
$3.04M +$690 +18 +0%
GJIA
248
Glass Jacobson Investment Advisors
Maryland
$3.03M +$428K +11,153 +16%
AWMNY
249
Arcadia Wealth Management (New York)
New York
$3.01M +$91.4K +2,382 +3%
XPN
250
XY Planning Network
Montana
$3.01M +$164K +4,265 +6%