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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
P
301
&Partners
Tennessee
$1.12M -$197K -5,198 -15%
LPFG
302
Landing Point Financial Group
Ohio
$1.05M +$2.5K +66 +0.2%
IAN
303
Integrated Advisors Network
Texas
$1.05M +$76 +2 +0%
SWM
304
SpringVest Wealth Management
Texas
$1.03M +$79.1K +2,088 +8%
Renaissance Technologies
305
Renaissance Technologies
New York
$1.02M -$2.89M -76,200 -74%
RIP
306
RAM Investment Partners
Washington
$1M +$598K +15,800 +149%
TI
307
tru Independence
Oregon
$1M -$64K -1,689 -6%
SEI Investments
308
SEI Investments
Pennsylvania
$993K +$87.8K +2,318 +10%
PWP
309
Ponta Wealth Partners
Florida
$973K +$970K +25,596 New
TWM
310
TCFG Wealth Management
California
$957K -$85.6K -2,259 -8%
GSEP
311
Golden State Equity Partners
California
$950K +$947K +24,989 New
AAP
312
Arax Advisory Partners
Colorado
$937K +$934K +24,651 New
EMC
313
Everest Management Corp
California
$928K -$128K -3,375 -12%
WP
314
Wealthspan Partners
Iowa
$889K -$29.8K -788 -3%
BW
315
BIP Wealth
Georgia
$888K +$65.1K +1,719 +8%
KWM
316
Kingsview Wealth Management
Oregon
$871K -$473K -12,487 -35%
SGFG
317
Silver Grove Financial Group
New York
$868K
MOS
318
MGO One Seven
Ohio
$860K +$53.5K +1,412 +7%
FWM
319
Forteris Wealth Management
New York
$859K +$855K +22,583 New
MWM
320
Modera Wealth Management
New Jersey
$858K -$255K -6,738 -23%
AWP
321
Axis Wealth Partners
Rhode Island
$853K +$93.1K +2,458 +12%
SWP
322
Summit Wealth Partners
Florida
$831K +$35K +923 +4%
HA
323
Herold Advisors
New York
$826K -$85.3K -2,251 -9%
GMA
324
Glassy Mountain Advisors
Maryland
$811K +$37K +976 +5%
AA
325
Altman Advisors
Illinois
$810K