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Dimensional US High Profitability ETF

536 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 288 increasing their positions, 122 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

136% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 122

5% more funds holding

Funds holding: 510536 (+26)

3% more capital invested

Capital invested by funds: $9.02B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.46%88.19% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
536
Holders Change
+26
Holders Change %
+5.1%
% of All Funds
6.6%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
60
Increased
288
Reduced
122
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFI
251
Outbound Financial Inc
Colorado
$2.99M -$171K -4,470 -5%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$2.94M -$521K -13,573 -15%
IAG
253
Investmark Advisory Group
Connecticut
$2.79M -$10K -262 -0.3%
WANY
254
Wealthspire Advisors (New York)
New York
$2.79M -$716K -18,666 -20%
S
255
SignatureFD
Georgia
$2.77M +$2.16M +56,422 +299%
BAWC
256
Boyce & Associates Wealth Consulting
Texas
$2.74M +$882 +23 +0%
FFN
257
Focus Financial Network
Minnesota
$2.71M +$200K +5,218 +8%
NL
258
NWAM LLC
Washington
$2.6M +$129K +3,357 +5%
VPF
259
Vantage Point Financial
Illinois
$2.58M +$27.3K +713 +1%
Truist Financial
260
Truist Financial
North Carolina
$2.53M -$375K -9,782 -12%
CCFM
261
Clear Creek Financial Management
Washington
$2.5M +$336K +8,762 +15%
CMP
262
Coston McIsaac & Partners
Maine
$2.48M +$134K +3,482 +5%
DWM
263
Daner Wealth Management
Georgia
$2.48M +$725K +18,897 +44%
Citigroup
264
Citigroup
New York
$2.45M +$648K +16,893 +34%
ARA
265
Approach Retirement Advisors
Alabama
$2.38M +$34K +887 +1%
FCP
266
Fidelis Capital Partners
Florida
$2.37M
AI
267
Atria Investments
North Carolina
$2.31M +$2.41M +62,809 New
FHC
268
First Heartland Consultants
Missouri
$2.3M +$2.4M +62,630 New
WTA
269
Washington Trust Advisors
Massachusetts
$2.25M -$52K -1,356 -2%
CL
270
Choreo LLC
Illinois
$2.22M +$2.02M +52,603 +680%
GVAG
271
Great Valley Advisor Group
Delaware
$2.18M +$432K +11,263 +23%
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
$2.18M -$1.68M -43,724 -42%
EMC
273
Everest Management Corp
California
$2.18M +$1.33M +34,797 +143%
DWT
274
Dorsey & Whitney Trust
South Dakota
$2.12M +$507K +13,218 +30%
SW
275
Simplicity Wealth
New Jersey
$2.11M -$320K -8,335 -13%