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Dimensional US High Profitability ETF

529 hedge funds and large institutions have $9.22B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 287 increasing their positions, 119 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$97.1M
2 -$48.3M
3 -$43.4M
4
AG
AlTi Global
New York
-$33M
5
EA
Efficient Advisors
Ohio
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWIA
226
Bryant Woods Investment Advisors
New York
$3.8M
CSB
227
City State Bank
Iowa
$3.8M
TCA
228
Transcend Capital Advisors
New Jersey
$3.79M
AQR Capital Management
229
AQR Capital Management
Connecticut
$3.74M
TF
230
Thayer Financial
North Carolina
$3.69M
Morgan Stanley
231
Morgan Stanley
New York
$3.61M
TM
232
Torren Management
California
$3.6M
FF
233
Friday Financial
Iowa
$3.58M
EAM
234
Evanson Asset Management
California
$3.55M
TWCA
235
Two West Capital Advisors
Kansas
$3.5M
CCMG
236
Connecticut Capital Management Group
Connecticut
$3.49M
DWM
237
Dopkins Wealth Management
New York
$3.44M
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$3.43M
HWM
239
HBE Wealth Management
Nebraska
$3.35M
MWM
240
McCartney Wealth Management
Missouri
$3.28M
IDA
241
Intelligence Driven Advisers
California
$3.18M
SWG
242
Summit Wealth Group
Vermont
$3.17M
CG
243
Caprock Group
Idaho
$3.12M
CWM
244
Capstone Wealth Management
Montana
$3.04M
GJIA
245
Glass Jacobson Investment Advisors
Maryland
$3.03M
AWMNY
246
Arcadia Wealth Management (New York)
New York
$3.01M
XPN
247
XY Planning Network
Montana
$3.01M
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$2.94M
IAG
249
Investmark Advisory Group
Connecticut
$2.79M
WANY
250
Wealthspire Advisors (New York)
New York
$2.79M