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Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

3% more funds holding

Funds holding: 380393 (+13)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+13
Holders Change %
+3.42%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
44
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
276
Hutchens & Kramer Investment Management Group
Indiana
$672K -$76.5K -2,226 -10%
HA
277
Herold Advisors
New York
$668K
BW
278
Balance Wealth
Ohio
$656K +$680K +19,782 New
IWM
279
IHT Wealth Management
Illinois
$616K +$119K +3,450 +23%
KIM
280
Kestra Investment Management
Texas
$614K +$445K +12,953 +232%
Cerity Partners
281
Cerity Partners
New York
$609K
2L
282
25 LLC
Missouri
$606K -$49.8K -1,450 -7%
MOS
283
MGO One Seven
Ohio
$600K +$52.4K +1,525 +9%
AL
284
Aspiriant LLC
California
$600K +$27.7K +807 +5%
CA
285
Clune & Associates
Illinois
$592K +$103 +3 +0%
EFP
286
EnRich Financial Partners
Wisconsin
$589K -$33K -960 -5%
MWG
287
Martin Worley Group
Utah
$573K
AWP
288
Axis Wealth Partners
Rhode Island
$558K +$164K +4,787 +40%
GMA
289
Glassy Mountain Advisors
Maryland
$555K +$43.5K +1,266 +8%
GVAG
290
Great Valley Advisor Group
Delaware
$546K +$566K +16,460 New
AAS
291
Avantax Advisory Services
Texas
$525K +$544K +15,831 New
GCM
292
Gibraltar Capital Management
Oklahoma
$517K +$537K +15,615 New
PWP
293
Parkwoods Wealth Partners
New York
$500K +$518K +15,081 New
SA
294
Stewardship Advisors
Pennsylvania
$500K +$85K +2,473 +20%
GWM
295
Geneos Wealth Management
Colorado
$497K +$497K +14,474 +2,700%
D.E. Shaw & Co
296
D.E. Shaw & Co
New York
$490K +$508K +14,783 New
LWM
297
Lionshead Wealth Management
New York
$489K -$424K -12,329 -46%
CA
298
CGN Advisors
Kansas
$489K
NRW
299
Nova R Wealth
Kansas
$478K +$1.2K +35 +0.2%
CPA
300
Capital Performance Advisors
California
$466K +$149K +4,348 +45%