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Dimensional US High Profitability ETF

426 hedge funds and large institutions have $8.44B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 238 increasing their positions, 97 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
226
Index Fund Advisors
California
$1.8M
CMP
227
Coston McIsaac & Partners
Maine
$1.79M
DWM
228
Daner Wealth Management
Georgia
$1.73M
BW
229
Balance Wealth
Ohio
$1.7M
AWMNH
230
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.7M
SIM
231
Stratos Investment Management
Ohio
$1.66M
CSB
232
City State Bank
Iowa
$1.66M
AIS
233
American Investment Services
Massachusetts
$1.66M
SEIA
234
Signature Estate & Investment Advisors
California
$1.65M
EWA
235
EP Wealth Advisors
California
$1.64M
KF
236
K2 Financial
California
$1.63M
Citigroup
237
Citigroup
New York
$1.63M
HTWM
238
Hartmann Taylor Wealth Management
Texas
$1.63M
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$1.59M
FIS
240
Fischer Investment Strategies
California
$1.57M
AWA
241
Acorn Wealth Advisors
Michigan
$1.57M
MCA
242
Maryland Capital Advisors
Maryland
$1.52M
GVAG
243
Great Valley Advisor Group
Delaware
$1.51M
ALWM
244
Andrews Lucia Wealth Management
California
$1.47M
VPF
245
Vantage Point Financial
Illinois
$1.44M
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$1.41M
RCAG
247
Rehmann Capital Advisory Group
Michigan
$1.41M
BFA
248
Beacon Financial Advisory
Ohio
$1.41M
ACP
249
Argyle Capital Partners
California
$1.31M
NL
250
NWAM LLC
Washington
$1.28M