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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
226
Wealthspire Advisors (New York)
New York
$3.6M -$892K -23,560 -20%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$3.55M -$62.7M -1,654,220 -95%
KIM
228
Kestra Investment Management
Texas
$3.55M +$754K +19,905 +27%
IDA
229
Intelligence Driven Advisers
California
$3.51M -$664K -17,531 -16%
FF
230
Friday Financial
Iowa
$3.43M +$898K +23,699 +36%
TWCA
231
Two West Capital Advisors
Kansas
$3.43M +$90.6K +2,391 +3%
NWM
232
Northwest Wealth Management
Iowa
$3.42M +$399K +10,535 +13%
BWIA
233
Bryant Woods Investment Advisors
New York
$3.39M -$116K -3,056 -3%
EAM
234
Evanson Asset Management
California
$3.38M +$71.3K +1,882 +2%
DWM
235
Dopkins Wealth Management
New York
$3.35M -$36.9K -975 -1%
APW
236
Austin Private Wealth
Texas
$3.31M +$126K +3,336 +4%
MWM
237
McCartney Wealth Management
Missouri
$3.3M +$3.29M +86,818 New
PWP
238
Parkwoods Wealth Partners
New York
$3.23M +$1.19M +31,287 +58%
CG
239
Caprock Group
Idaho
$3.23M +$6.48K +171 +0.2%
SWG
240
Summit Wealth Group
Vermont
$3.15M +$155K +4,100 +5%
CWM
241
Capstone Wealth Management
Montana
$3.12M +$3.11M +82,010 New
HWM
242
HBE Wealth Management
Nebraska
$3.09M +$3.08M +81,199 New
AQR Capital Management
243
AQR Capital Management
Connecticut
$3.04M +$1.18M +31,048 +63%
AWMNY
244
Arcadia Wealth Management (New York)
New York
$3.03M -$152 -4 -0%
Truist Financial
245
Truist Financial
North Carolina
$2.99M -$91.5K -2,416 -3%
CSB
246
City State Bank
Iowa
$2.96M +$685K +18,084 +30%
Creative Planning
247
Creative Planning
Kansas
$2.93M -$103K -2,711 -3%
XPN
248
XY Planning Network
Montana
$2.93M +$2.58M +68,071 +761%
IAG
249
Investmark Advisory Group
Connecticut
$2.9M -$103K -2,718 -3%
BAWC
250
Boyce & Associates Wealth Consulting
Texas
$2.84M +$25.7K +679 +0.9%