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Dimensional US High Profitability ETF

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Modera Wealth Management
New Jersey
$971K +$10.3K +310 +1%
FFG
252
First Financial Group
North Carolina
$971K +$7.19K +217 +0.7%
TI
253
tru Independence
Oregon
$955K -$2.52M -76,001 -73%
MCM
254
Mattern Capital Management
Colorado
$920K +$101K +3,060 +12%
AWS
255
Atria Wealth Solutions
New York
$912K +$11.1K +335 +1%
SIC
256
Samalin Investment Counsel
New York
$909K +$649K +19,574 +249%
IAN
257
Integrated Advisors Network
Texas
$900K +$900K +27,157 New
TWM
258
TCFG Wealth Management
California
$895K +$12K +361 +1%
KAM
259
KEB Asset Management
Illinois
$860K +$372K +11,236 +76%
CW
260
Curio Wealth
Maryland
$854K -$766M -23,336 -100%
AQR Capital Management
261
AQR Capital Management
Connecticut
$848K +$423K +12,771 +100%
SWM
262
SpringVest Wealth Management
Texas
$817K +$17.7K +533 +2%
SPIA
263
Steward Partners Investment Advisory
New York
$781K +$21.6K +653 +3%
CWM
264
Congress Wealth Management
Massachusetts
$779K +$779K +23,350 New
WP
265
Wealthspan Partners
Iowa
$774K
EMC
266
Everest Management Corp
California
$762K
SHFA
267
SC&H Financial Advisors
Maryland
$722K +$1.76K +53 +0.2%
VCM
268
Virtue Capital Management
Tennessee
$720K +$720K +21,732 New
PAM
269
Pacific Asset Management
Washington
$705K +$829 +25 +0.1%
HI
270
Harbour Investments
Wisconsin
$702K -$1.41M -42,422 -67%
BWM
271
Benchmark Wealth Management
Connecticut
$694K +$694K +20,929 New
CCFM
272
Clear Creek Financial Management
Washington
$690K +$690K +20,808 New
LPFG
273
Landing Point Financial Group
Ohio
$681K +$216K +6,524 +47%
HKIMG
274
Hutchens & Kramer Investment Management Group
Indiana
$672K -$73.8K -2,226 -10%
HA
275
Herold Advisors
New York
$668K