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Dimensional US High Profitability ETF

534 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$2.94M -$521K -13,573 -15%
IAG
252
Investmark Advisory Group
Connecticut
$2.79M -$10K -262 -0.3%
WANY
253
Wealthspire Advisors (New York)
New York
$2.79M -$716K -18,666 -20%
S
254
SignatureFD
Georgia
$2.77M +$2.16M +56,422 +299%
BAWC
255
Boyce & Associates Wealth Consulting
Texas
$2.74M +$882 +23 +0%
FFN
256
Focus Financial Network
Minnesota
$2.71M +$200K +5,218 +8%
NL
257
NWAM LLC
Washington
$2.6M +$129K +3,357 +5%
VPF
258
Vantage Point Financial
Illinois
$2.58M +$27.3K +713 +1%
Truist Financial
259
Truist Financial
North Carolina
$2.53M -$375K -9,782 -12%
CCFM
260
Clear Creek Financial Management
Washington
$2.5M +$336K +8,762 +15%
CMP
261
Coston McIsaac & Partners
Maine
$2.48M +$134K +3,482 +5%
DWM
262
Daner Wealth Management
Georgia
$2.48M +$725K +18,897 +44%
Citigroup
263
Citigroup
New York
$2.45M +$648K +16,893 +34%
ARA
264
Approach Retirement Advisors
Alabama
$2.38M +$34K +887 +1%
FCP
265
Fidelis Capital Partners
Florida
$2.37M
AI
266
Atria Investments
North Carolina
$2.31M +$2.41M +62,809 New
FHC
267
First Heartland Consultants
Missouri
$2.3M +$2.4M +62,630 New
WTA
268
Washington Trust Advisors
Massachusetts
$2.25M -$52K -1,356 -2%
CL
269
Choreo LLC
Illinois
$2.22M +$2.02M +52,603 +680%
GVAG
270
Great Valley Advisor Group
Delaware
$2.18M +$432K +11,263 +23%
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$2.18M -$1.68M -43,724 -42%
EMC
272
Everest Management Corp
California
$2.18M +$1.33M +34,797 +143%
DWT
273
Dorsey & Whitney Trust
South Dakota
$2.12M +$507K +13,218 +30%
SW
274
Simplicity Wealth
New Jersey
$2.11M -$320K -8,335 -13%
FWP
275
Firethorn Wealth Partners
Georgia
$2.1M -$29.6K -773 -1%