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Dimensional US High Profitability ETF

536 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 288 increasing their positions, 122 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

136% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 122

5% more funds holding

Funds holding: 510536 (+26)

3% more capital invested

Capital invested by funds: $9.02B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.46%88.19% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
536
Holders Change
+26
Holders Change %
+5.1%
% of All Funds
6.6%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
60
Increased
288
Reduced
122
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMNH
301
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.4M -$198K -5,158 -12%
TWP
302
Triad Wealth Partners
Kansas
$1.4M +$251K +6,542 +21%
SEI Investments
303
SEI Investments
Pennsylvania
$1.36M +$415K +10,813 +41%
AIS
304
American Investment Services
Massachusetts
$1.35M -$37K -966 -3%
EAN
305
Excelsior Advisor Network
Colorado
$1.33M +$47.6K +1,241 +4%
BJB
306
Broadhurst Jeffrey B
$1.32M +$192 +5 +0%
GSEP
307
Golden State Equity Partners
California
$1.3M +$403K +10,499 +42%
MWM
308
Madrid Wealth Management
New Mexico
$1.24M -$3.26K -85 -0.3%
SIC
309
Samalin Investment Counsel
New York
$1.23M +$103K +2,676 +9%
TF
310
Tandem Financial
Colorado
$1.21M +$1.26M +32,980 New
FIS
311
Fischer Investment Strategies
California
$1.18M -$345 -9 -0%
GS
312
GTS Securities
New York
$1.17M +$1.22M +31,747 New
IAAG
313
Innovative Asset Advisors Group
Connecticut
$1.14M +$1.19M +31,124 New
CWA
314
Canvas Wealth Advisors
Kansas
$1.14M +$1.19M +30,977 New
GFM
315
GEN Financial Management
Minnesota
$1.12M +$6.06K +158 +0.5%
AAP
316
Arax Advisory Partners
Colorado
$1.11M +$192K +5,005 +20%
GFPC
317
Global Financial Private Client
Florida
$1.1M +$945K +24,630 +457%
PWP
318
Ponta Wealth Partners
Florida
$1.1M +$169K +4,416 +17%
P
319
&Partners
Tennessee
$1.1M +$19.5K +508 +2%
VWA
320
Vistica Wealth Advisors
California
$1.06M -$65.2K -1,700 -6%
LPFG
321
Landing Point Financial Group
Ohio
$1.04M +$22.4K +585 +2%
SWM
322
SpringVest Wealth Management
Texas
$972K -$27.2K -710 -3%
TWM
323
TCFG Wealth Management
California
$904K -$21.9K -572 -2%
TIA
324
TCFG Investment Advisors
California
$904K +$943K +24,584 New
AWP
325
Axis Wealth Partners
Rhode Island
$890K +$68.3K +1,782 +8%