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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
276
Balance Wealth
Ohio
$1.76M +$16.4K +434 +0.9%
IPWA
277
International Private Wealth Advisors
California
$1.72M +$402K +10,602 +31%
DFP
278
Donalies Financial Planning
District of Columbia
$1.71M +$1.7M +44,949 New
KCWM
279
Kane Co Wealth Management
Iowa
$1.71M +$1.7M +44,917 New
DWM
280
Daner Wealth Management
Georgia
$1.7M -$79.3K -2,094 -5%
DWT
281
Dorsey & Whitney Trust
South Dakota
$1.69M +$350K +9,247 +26%
EWA
282
EP Wealth Advisors
California
$1.68M +$1.68M +44,280 New
AWMNH
283
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.65M -$77.1K -2,035 -4%
ALWM
284
Andrews Lucia Wealth Management
California
$1.59M +$21.1K +558 +1%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$1.55M -$140K -3,708 -8%
HTWM
286
Hartmann Taylor Wealth Management
Texas
$1.54M -$5.68K -150 -0.4%
ACP
287
Argyle Capital Partners
California
$1.52M +$1.48K +39 +0.1%
MWM
288
Mattern Wealth Management
Kansas
$1.51M -$18.9K -500 -1%
AIS
289
American Investment Services
Massachusetts
$1.43M -$260K -6,859 -15%
FFG
290
First Financial Group
North Carolina
$1.41M -$123K -3,253 -8%
BJB
291
Broadhurst Jeffrey B
$1.36M +$1.36M +35,780 New
EAN
292
Excelsior Advisor Network
Colorado
$1.33M +$1.33M +35,001 New
MWM
293
Madrid Wealth Management
New Mexico
$1.28M +$1.28M +33,720 New
BCM
294
Brookstone Capital Management
Illinois
$1.27M +$212K +5,597 +20%
MCM
295
Mattern Capital Management
Colorado
$1.26M +$74.3K +1,961 +6%
FIS
296
Fischer Investment Strategies
California
$1.22M +$1.78K +47 +0.1%
TWP
297
Triad Wealth Partners
Kansas
$1.2M +$257K +6,795 +28%
SIC
298
Samalin Investment Counsel
New York
$1.17M +$66.4K +1,752 +6%
VWA
299
Vistica Wealth Advisors
California
$1.16M +$1.15M +30,434 New
GFM
300
GEN Financial Management
Minnesota
$1.15M +$1.71K +45 +0.1%