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Dimensional US High Profitability ETF

502 hedge funds and large institutions have $9B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 249 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
KIM
226
Kestra Investment Management
Texas
$3.55M
IDA
227
Intelligence Driven Advisers
California
$3.51M
FF
228
Friday Financial
Iowa
$3.43M
TWCA
229
Two West Capital Advisors
Kansas
$3.43M
NWM
230
Northwest Wealth Management
Iowa
$3.42M
BWIA
231
Bryant Woods Investment Advisors
New York
$3.39M
EAM
232
Evanson Asset Management
California
$3.38M
DWM
233
Dopkins Wealth Management
New York
$3.35M
APW
234
Austin Private Wealth
Texas
$3.31M
MWM
235
McCartney Wealth Management
Missouri
$3.3M
PWP
236
Parkwoods Wealth Partners
New York
$3.23M
CG
237
Caprock Group
Idaho
$3.23M
SWG
238
Summit Wealth Group
Vermont
$3.15M
CWM
239
Capstone Wealth Management
Montana
$3.12M
HWM
240
HBE Wealth Management
Nebraska
$3.09M
AQR Capital Management
241
AQR Capital Management
Connecticut
$3.04M
AWMNY
242
Arcadia Wealth Management (New York)
New York
$3.03M
Truist Financial
243
Truist Financial
North Carolina
$2.99M
CSB
244
City State Bank
Iowa
$2.96M
Creative Planning
245
Creative Planning
Kansas
$2.93M
XPN
246
XY Planning Network
Montana
$2.93M
IAG
247
Investmark Advisory Group
Connecticut
$2.9M
BAWC
248
Boyce & Associates Wealth Consulting
Texas
$2.84M
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$2.71M
WC
250
Wolfstich Capital
Massachusetts
$2.68M