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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+18
Holders Change %
+4.19%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
226
NWAM LLC
Washington
$2.53M +$142K +3,867 +6%
HWA
227
HMV Wealth Advisors
Louisiana
$2.51M +$1.56M +42,490 +177%
FF
228
Friday Financial
Iowa
$2.51M +$144K +3,919 +6%
FCP
229
Fidelis Capital Partners
Florida
$2.5M
AWA
230
Acorn Wealth Advisors
Michigan
$2.49M +$800K +21,816 +49%
SW
231
Simplicity Wealth
New Jersey
$2.48M -$3.35M -91,487 -58%
GJIA
232
Glass Jacobson Investment Advisors
Maryland
$2.46M -$84K -2,291 -3%
WTA
233
Washington Trust Advisors
Massachusetts
$2.42M +$2.35M +64,012 New
FFN
234
Focus Financial Network
Minnesota
$2.38M +$2.31M +62,919 New
CSB
235
City State Bank
Iowa
$2.26M +$480K +13,096 +28%
FWP
236
Firethorn Wealth Partners
Georgia
$2.21M -$807 -22 -0%
V
237
ViaWealth
Kansas
$2.17M -$8.29K -226 -0.4%
CWM
238
Cherrydale Wealth Management
New Jersey
$2.06M +$96.9K +2,643 +5%
PWP
239
Parkwoods Wealth Partners
New York
$2.03M +$1.07M +29,306 +120%
SAG
240
SageView Advisory Group
California
$2.01M -$8.98K -245 -0.5%
DWS
241
Discipline Wealth Solutions
South Carolina
$2M +$1.52M +41,501 +363%
CMP
242
Coston McIsaac & Partners
Maine
$1.95M +$48.1K +1,313 +3%
AQR Capital Management
243
AQR Capital Management
Connecticut
$1.85M +$694K +18,934 +63%
VPF
244
Vantage Point Financial
Illinois
$1.82M +$281K +7,663 +19%
MCA
245
Maryland Capital Advisors
Maryland
$1.81M +$188K +5,120 +12%
SWGC
246
Summit Wealth Group (Colorado)
Colorado
$1.77M -$12.7M -345,907 -99%
BW
247
Balance Wealth
Ohio
$1.73M -$69.8K -1,903 -4%
GVAG
248
Great Valley Advisor Group
Delaware
$1.72M +$121K +3,309 +8%
KF
249
K2 Financial
California
$1.72M +$2.79K +76 +0.2%
AWMNH
250
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.71M -$86.3K -2,355 -5%