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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 %
BW
276
Balance Wealth
Ohio
$656K +$656K +19,782 New
IWM
277
IHT Wealth Management
Illinois
$616K +$114K +3,450 +23%
KIM
278
Kestra Investment Management
Texas
$614K +$429K +12,953 +232%
Cerity Partners
279
Cerity Partners
New York
$609K
2L
280
25 LLC
Missouri
$606K -$48.1K -1,450 -7%
MOS
281
MGO One Seven
Ohio
$600K +$50.5K +1,525 +9%
AL
282
Aspiriant LLC
California
$600K +$26.7K +807 +5%
CA
283
Clune & Associates
Illinois
$592K +$99 +3 +0%
EFP
284
EnRich Financial Partners
Wisconsin
$589K -$31.8K -960 -5%
MWG
285
Martin Worley Group
Utah
$573K
AWP
286
Axis Wealth Partners
Rhode Island
$558K +$159K +4,787 +40%
GMA
287
Glassy Mountain Advisors
Maryland
$555K +$42K +1,266 +8%
GVAG
288
Great Valley Advisor Group
Delaware
$546K +$546K +16,460 New
AAS
289
Avantax Advisory Services
Texas
$525K +$525K +15,831 New
GCM
290
Gibraltar Capital Management
Oklahoma
$517K +$517K +15,615 New
PWP
291
Parkwoods Wealth Partners
New York
$500K +$500K +15,081 New
SA
292
Stewardship Advisors
Pennsylvania
$500K +$82K +2,473 +20%
GWM
293
Geneos Wealth Management
Colorado
$497K +$480K +14,474 +2,700%
D.E. Shaw & Co
294
D.E. Shaw & Co
New York
$490K +$490K +14,783 New
LWM
295
Lionshead Wealth Management
New York
$489K -$409K -12,329 -46%
CA
296
CGN Advisors
Kansas
$489K
NRW
297
Nova R Wealth
Kansas
$478K +$1.16K +35 +0.2%
CPA
298
Capital Performance Advisors
California
$466K +$144K +4,348 +45%
SWM
299
Spire Wealth Management
Virginia
$462K +$462K +13,953 New
NWM
300
Navigoe Wealth Management
California
$455K -$63.9K -1,929 -12%