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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+18
Holders Change %
+4.19%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
276
Samalin Investment Counsel
New York
$1.1M +$16.5K +449 +2%
BJL
277
Brighton Jones LLC
Washington
$1.06M -$270K -7,371 -21%
TI
278
tru Independence
Oregon
$1.06M -$917 -25 -0.1%
BCM
279
Brookstone Capital Management
Illinois
$1.05M +$255K +6,962 +33%
EMC
280
Everest Management Corp
California
$1.05M +$154K +4,202 +18%
IAN
281
Integrated Advisors Network
Texas
$1.04M +$14.7K +402 +1%
LPFG
282
Landing Point Financial Group
Ohio
$1.04M +$8.29K +226 +0.8%
TWM
283
TCFG Wealth Management
California
$1.04M +$14K +381 +1%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$39.7K -1,084 -4%
HI
285
Harbour Investments
Wisconsin
$986K +$122K +3,334 +15%
SWM
286
SpringVest Wealth Management
Texas
$947K +$5.68K +155 +0.6%
TWP
287
Triad Wealth Partners
Kansas
$932K +$169K +4,617 +23%
WP
288
Wealthspan Partners
Iowa
$913K
HA
289
Herold Advisors
New York
$905K +$67.9K +1,851 +8%
SEI Investments
290
SEI Investments
Pennsylvania
$899K +$111K +3,027 +15%
SGFG
291
Silver Grove Financial Group
New York
$868K +$843K +22,984 New
FCG
292
Financial Connections Group
California
$839K +$815K +22,220 New
BW
293
BIP Wealth
Georgia
$817K +$148K +4,026 +23%
AA
294
Altman Advisors
Illinois
$804K
MOS
295
MGO One Seven
Ohio
$800K +$163K +4,444 +27%
SWP
296
Summit Wealth Partners
Florida
$791K +$84.9K +2,316 +12%
2L
297
25 LLC
Missouri
$786K +$43.7K +1,192 +6%
Cerity Partners
298
Cerity Partners
New York
$781K +$84.1K +2,293 +12%
GMA
299
Glassy Mountain Advisors
Maryland
$769K +$46.4K +1,266 +7%
AWP
300
Axis Wealth Partners
Rhode Island
$755K +$142K +3,860 +24%