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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
SWM
301
Spire Wealth Management
Virginia
$462K +$479K +13,953 New
NWM
302
Navigoe Wealth Management
California
$455K -$66.3K -1,929 -12%
CAG
303
Csenge Advisory Group
Florida
$450K +$24.2K +703 +5%
CAM
304
Cresset Asset Management
Illinois
$445K +$48.7K +1,417 +12%
FCM
305
Fortis Capital Management
Washington
$445K
FFA
306
First Foundation Advisors
California
$444K
AC
307
AWM Capital
Arizona
$443K
UA
308
Unison Advisors
District of Columbia
$437K +$1.1K +32 +0.2%
SWP
309
Summit Wealth Partners
Florida
$413K +$20.2K +588 +5%
SIMC
310
Squire Investment Management Company
Utah
$412K -$47.6K -1,385 -10%
MSAM
311
Moloney Securities Asset Management
Missouri
$394K +$186K +5,420 +84%
AIM
312
Archer Investment Management
Texas
$393K -$245K -7,127 -38%
BPWM
313
Black Point Wealth Management
Florida
$390K -$3.12M -90,667 -89%
BCA
314
Bay Colony Advisors
Massachusetts
$386K +$8.87K +258 +2%
BPWM
315
Badgley Phelps Wealth Managers
Washington
$382K
AWM
316
Angeles Wealth Management
California
$380K -$344K -9,998 -47%
QWM
317
Quadcap Wealth Management
Texas
$379K -$86.7K -2,523 -18%
QCIG
318
Quad-Cities Investment Group
Iowa
$377K +$27.5K +800 +8%
AC
319
AlphaCore Capital
California
$377K +$391K +11,367 New
NSG
320
Nalls Sherbakoff Group
Tennessee
$373K +$387K +11,263 New
OIM
321
Oder Investment Management
California
$372K +$386K +11,220 New
RIM
322
Rockbridge Investment Management
New York
$360K
PWM
323
Perigon Wealth Management
California
$360K +$3.13K +91 +0.8%
HIG
324
Heritage Investment Group
Florida
$353K +$10.7K +312 +3%
HA
325
Hanover Advisors
South Carolina
$347K