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Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

3% more funds holding

Funds holding: 380393 (+13)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+13
Holders Change %
+3.42%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
44
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
226
American Investment Services
Massachusetts
$1.54M
IFA
227
Index Fund Advisors
California
$1.54M +$644K +18,751 +68%
CMP
228
Coston McIsaac & Partners
Maine
$1.52M +$350K +10,185 +29%
HTWM
229
Hartmann Taylor Wealth Management
Texas
$1.48M +$1.54M +44,806 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$403K +11,733 +37%
CWM
231
Cherrydale Wealth Management
New Jersey
$1.43M +$56.5K +1,643 +4%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$116K +3,376 +9%
ALWM
233
Andrews Lucia Wealth Management
California
$1.36M -$33.7K -982 -2%
SEIA
234
Signature Estate & Investment Advisors
California
$1.34M +$237K +6,911 +21%
CSB
235
City State Bank
Iowa
$1.32M +$833K +24,255 +157%
VPF
236
Vantage Point Financial
Illinois
$1.3M +$435K +12,659 +48%
AWA
237
Acorn Wealth Advisors
Michigan
$1.28M +$82.8K +2,411 +7%
MCA
238
Maryland Capital Advisors
Maryland
$1.28M +$239K +6,951 +22%
AWM
239
Avondale Wealth Management
Texas
$1.27M -$57.4K -1,672 -4%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$1.27M
BJL
241
Brighton Jones LLC
Washington
$1.22M +$294K +8,544 +30%
ACP
242
Argyle Capital Partners
California
$1.21M -$152K -4,435 -11%
KF
243
K2 Financial
California
$1.21M +$77.4K +2,252 +6%
Citigroup
244
Citigroup
New York
$1.19M +$194K +5,660 +19%
NL
245
NWAM LLC
Washington
$1.16M -$464K -13,518 -28%
MWM
246
Mattern Wealth Management
Kansas
$1.13M -$62.6K -1,823 -5%
BFA
247
Beacon Financial Advisory
Ohio
$1.1M +$575K +16,725 +101%
P
248
&Partners
Tennessee
$1.09M -$46.7K -1,359 -4%
Fisher Asset Management
249
Fisher Asset Management
Washington
$1.05M +$1.09M +31,791 New
GTAM
250
Global Trust Asset Management
Florida
$1.05M -$59.3K -1,725 -5%