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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$2.71M +$231K +6,091 +9%
WC
252
Wolfstich Capital
Massachusetts
$2.68M -$486K -12,833 -15%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$2.65M +$1.62M +42,899 +159%
EB
254
Emprise Bank
Kansas
$2.65M +$2.11M +55,648 +398%
VPF
255
Vantage Point Financial
Illinois
$2.64M +$802K +21,168 +44%
FFN
256
Focus Financial Network
Minnesota
$2.61M +$213K +5,635 +9%
NL
257
NWAM LLC
Washington
$2.58M +$24.2K +640 +1%
SW
258
Simplicity Wealth
New Jersey
$2.5M +$1.48K +39 +0.1%
FCP
259
Fidelis Capital Partners
Florida
$2.45M -$72K -1,900 -3%
CMP
260
Coston McIsaac & Partners
Maine
$2.43M +$462K +12,189 +24%
ARA
261
Approach Retirement Advisors
Alabama
$2.42M +$2.41M +63,749 New
WTA
262
Washington Trust Advisors
Massachusetts
$2.38M -$56.2K -1,485 -2%
KAM
263
KEB Asset Management
Illinois
$2.28M +$682K +18,003 +43%
CCFM
264
Clear Creek Financial Management
Washington
$2.25M +$912K +24,074 +69%
FWP
265
Firethorn Wealth Partners
Georgia
$2.2M -$24.4K -645 -1%
V
266
ViaWealth
Kansas
$2.18M -$6.55K -173 -0.3%
CWM
267
Cherrydale Wealth Management
New Jersey
$2.09M +$17K +450 +0.8%
SAG
268
SageView Advisory Group
California
$1.99M -$33.6K -887 -2%
BFA
269
Beacon Financial Advisory
Ohio
$1.91M +$290K +7,661 +18%
Citigroup
270
Citigroup
New York
$1.89M +$312K +8,241 +20%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$1.89M +$346K +9,129 +22%
MCA
272
Maryland Capital Advisors
Maryland
$1.83M +$16.3K +429 +0.9%
GVAG
273
Great Valley Advisor Group
Delaware
$1.83M +$91.1K +2,404 +5%
KF
274
K2 Financial
California
$1.78M +$24.5K +648 +1%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$1.77M +$79.9K +2,110 +5%