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Dimensional US High Profitability ETF

534 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 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIP
276
RAM Investment Partners
Washington
$2.1M +$1.17M +30,631 +116%
V
277
ViaWealth
Kansas
$2.09M -$14.5K -379 -0.7%
KAM
278
KEB Asset Management
Illinois
$2.07M -$142K -3,693 -6%
WC
279
Wolfstich Capital
Massachusetts
$2.07M -$487K -12,710 -18%
IPWA
280
International Private Wealth Advisors
California
$2.05M +$402K +10,486 +23%
CWM
281
Cherrydale Wealth Management
New Jersey
$2.03M +$5.41K +141 +0.3%
KCWM
282
Kane Co Wealth Management
Iowa
$2.02M +$381K +9,947 +22%
EFG
283
Everest Financial Group
Minnesota
$2M +$2.09M +54,441 New
MFG
284
Merit Financial Group
Georgia
$1.98M +$1.81M +47,131 +690%
MA
285
MSA Advisors
California
$1.97M +$2.06M +53,725 New
BCM
286
Brookstone Capital Management
Illinois
$1.94M +$739K +19,261 +57%
BFA
287
Beacon Financial Advisory
Ohio
$1.86M +$13.5K +352 +0.7%
MCM
288
Mattern Capital Management
Colorado
$1.82M +$627K +16,336 +49%
KF
289
K2 Financial
California
$1.77M -$43.4K -1,131 -2%
AWP
290
Accretive Wealth Partners
New Jersey
$1.7M +$1.77M +46,158 New
BW
291
Balance Wealth
Ohio
$1.68M -$27K -704 -2%
EWA
292
EP Wealth Advisors
California
$1.63M +$3.91K +102 +0.2%
ALWM
293
Andrews Lucia Wealth Management
California
$1.62M +$90K +2,347 +6%
ACP
294
Argyle Capital Partners
California
$1.61M +$147K +3,839 +10%
DFP
295
Donalies Financial Planning
District of Columbia
$1.56M -$96.8K -2,524 -6%
FFG
296
First Financial Group
North Carolina
$1.52M +$163K +4,251 +11%
RCAG
297
Rehmann Capital Advisory Group
Michigan
$1.46M -$37.1K -967 -2%
HTWM
298
Hartmann Taylor Wealth Management
Texas
$1.46M -$23K -600 -1%
IA
299
Inspire Advisors
Idaho
$1.43M +$1.49M +38,831 New
AWMNH
300
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.4M -$198K -5,158 -12%