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Dimensional US High Profitability ETF

441 hedge funds and large institutions have $8.13B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 247 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
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
BFA
251
Beacon Financial Advisory
Ohio
$1.61M
KAM
252
KEB Asset Management
Illinois
$1.59M
Citigroup
253
Citigroup
New York
$1.57M
ALWM
254
Andrews Lucia Wealth Management
California
$1.56M
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$1.53M
HTWM
256
Hartmann Taylor Wealth Management
Texas
$1.53M
FFG
257
First Financial Group
North Carolina
$1.52M
MWM
258
Mattern Wealth Management
Kansas
$1.52M
ACP
259
Argyle Capital Partners
California
$1.5M
NL
260
NWAM LLC
Washington
$1.48M
KWM
261
Kingsview Wealth Management
Oregon
$1.34M
DWT
262
Dorsey & Whitney Trust
South Dakota
$1.33M
CCFM
263
Clear Creek Financial Management
Washington
$1.32M
IPWA
264
International Private Wealth Advisors
California
$1.31M
P
265
&Partners
Tennessee
$1.31M
FIS
266
Fischer Investment Strategies
California
$1.21M
TF
267
Tandem Financial
Colorado
$1.19M
MCM
268
Mattern Capital Management
Colorado
$1.18M
W
269
WorthPointe
California
$1.15M
GTAM
270
Global Trust Asset Management
Florida
$1.14M
GFM
271
GEN Financial Management
Minnesota
$1.14M
MWM
272
Modera Wealth Management
New Jersey
$1.11M
SIC
273
Samalin Investment Counsel
New York
$1.1M
BJL
274
Brighton Jones LLC
Washington
$1.06M
TI
275
tru Independence
Oregon
$1.06M