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Dimensional US High Profitability ETF

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Mattern Wealth Management
Kansas
$1.23M +$24.9K +700 +2%
FFG
252
First Financial Group
North Carolina
$1.21M +$171K +4,797 +16%
P
253
&Partners
Tennessee
$1.2M +$26.6K +747 +2%
CCFM
254
Clear Creek Financial Management
Washington
$1.16M +$418K +11,749 +56%
GTAM
255
Global Trust Asset Management
Florida
$1.12M -$10.3K -290 -0.9%
GFM
256
GEN Financial Management
Minnesota
$1.11M +$2.53K +71 +0.2%
CWA
257
Cascade Wealth Advisors
Washington
$1.09M +$1.09M +29,950 New
AAP
258
Arax Advisory Partners
Colorado
$1.09M -$22.6K -635 -2%
AWS
259
Atria Wealth Solutions
New York
$1.07M +$75.1K +2,075 +8%
MCM
260
Mattern Capital Management
Colorado
$1.07M +$82.6K +2,323 +8%
AQR Capital Management
261
AQR Capital Management
Connecticut
$1.07M +$160K +4,493 +18%
QCM
262
Quantinno Capital Management
New York
$1.06M +$1.06M +29,715 New
MWM
263
Modera Wealth Management
New Jersey
$1.04M
KAM
264
KEB Asset Management
Illinois
$1.02M +$96K +2,699 +10%
SIC
265
Samalin Investment Counsel
New York
$1.02M +$40.5K +1,140 +4%
TI
266
tru Independence
Oregon
$996K -$28.8K -810 -3%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$996K +$707K +19,885 +245%
BWM
268
Benchmark Wealth Management
Connecticut
$973K +$229K +6,443 +31%
LPFG
269
Landing Point Financial Group
Ohio
$971K +$241K +6,766 +33%
IAN
270
Integrated Advisors Network
Texas
$966K
TWM
271
TCFG Wealth Management
California
$961K +$1.07K +30 +0.1%
SWM
272
SpringVest Wealth Management
Texas
$886K +$9.07K +255 +1%
CWM
273
Congress Wealth Management
Massachusetts
$874K +$43.7K +1,230 +5%
PWP
274
Parkwoods Wealth Partners
New York
$868K +$332K +9,330 +62%
SHFA
275
SC&H Financial Advisors
Maryland
$861K +$86.2K +2,425 +11%