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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+18
Holders Change %
+4.19%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Daner Wealth Management
Georgia
$1.71M -$62.6K -1,708 -4%
RCAG
252
Rehmann Capital Advisory Group
Michigan
$1.68M +$177K +4,840 +12%
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$1.68M -$7.11K -194 -0.4%
AIS
254
American Investment Services
Massachusetts
$1.68M -$77.1K -2,102 -5%
BFA
255
Beacon Financial Advisory
Ohio
$1.61M +$111K +3,026 +8%
KAM
256
KEB Asset Management
Illinois
$1.59M +$491K +13,396 +47%
Citigroup
257
Citigroup
New York
$1.57M -$155K -4,233 -9%
ALWM
258
Andrews Lucia Wealth Management
California
$1.56M +$1.1K +30 +0.1%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$1.53M +$33.4K +912 +2%
HTWM
260
Hartmann Taylor Wealth Management
Texas
$1.53M -$189K -5,165 -11%
FFG
261
First Financial Group
North Carolina
$1.52M +$230K +6,261 +18%
MWM
262
Mattern Wealth Management
Kansas
$1.52M +$200K +5,454 +16%
ACP
263
Argyle Capital Partners
California
$1.5M +$106K +2,902 +8%
KWM
264
Kingsview Wealth Management
Oregon
$1.34M -$3.44M -93,892 -73%
DWT
265
Dorsey & Whitney Trust
South Dakota
$1.33M +$491K +13,392 +61%
CCFM
266
Clear Creek Financial Management
Washington
$1.32M +$91.6K +2,499 +8%
IPWA
267
International Private Wealth Advisors
California
$1.31M +$1.27M +34,597 New
P
268
&Partners
Tennessee
$1.31M +$25.9K +706 +2%
FIS
269
Fischer Investment Strategies
California
$1.21M -$441K -12,030 -27%
TF
270
Tandem Financial
Colorado
$1.19M +$1.16M +31,614 New
MCM
271
Mattern Capital Management
Colorado
$1.18M +$44.5K +1,215 +4%
W
272
WorthPointe
California
$1.15M +$1.11M +30,375 New
GTAM
273
Global Trust Asset Management
Florida
$1.14M -$42.9K -1,170 -4%
GFM
274
GEN Financial Management
Minnesota
$1.14M -$38.1K -1,040 -3%
MWM
275
Modera Wealth Management
New Jersey
$1.11M