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Dimensional US High Profitability ETF

535 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, 121 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

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 509535 (+26)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
535
Holders Change
+26
Holders Change %
+5.11%
% of All Funds
6.59%
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
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
Wealthspan Partners
Iowa
$830K -$30.8K -803 -3%
MWM
327
Modera Wealth Management
New Jersey
$828K -$2.22K -58 -0.3%
TRCT
328
Tower Research Capital (TRC)
New York
$826K +$818K +21,323 +1,870%
VPWA
329
Vestia Personal Wealth Advisors
Indiana
$821K +$856K +22,323 New
GMA
330
Glassy Mountain Advisors
Maryland
$819K +$36.5K +953 +4%
HA
331
Herold Advisors
New York
$806K +$8.13K +212 +1%
HR
332
Hardy Reed
Mississippi
$800K +$384K +10,025 +85%
KWM
333
Kingsview Wealth Management
Oregon
$784K -$60.3K -1,573 -7%
MWM
334
Mattern Wealth Management
Kansas
$775K -$713K -18,588 -47%
BAM
335
Belleair Asset Management
Florida
$774K +$129K +3,359 +19%
EFMC
336
Empire Financial Management Company
New York
$769K +$20.1K +524 +3%
CWA
337
Cascade Wealth Advisors
Washington
$755K
OIM
338
Oder Investment Management
California
$754K +$133K +3,477 +20%
PAM
339
Pacific Asset Management
Washington
$734K +$1.38K +36 +0.2%
TI
340
tru Independence
Oregon
$731K -$246K -6,405 -24%
SWP
341
Summit Wealth Partners
Florida
$728K -$78.3K -2,042 -9%
DWM
342
Diversify Wealth Management
Utah
$722K +$710K +18,523 New
PAG
343
Poinciana Advisors Group
Florida
$714K
SF
344
Summit Financial
New Jersey
$708K +$324K +8,445 +78%
HKIMG
345
Hutchens & Kramer Investment Management Group
Indiana
$699K +$179K +4,657 +32%
SHFA
346
SC&H Financial Advisors
Maryland
$688K -$24.4K -637 -3%
GCM
347
Gibraltar Capital Management
Oklahoma
$687K +$3.83K +100 +0.5%
CA
348
Clune & Associates
Illinois
$657K +$77 +2 +0%
AL
349
Aspiriant LLC
California
$636K
LFA
350
Lauterbach Financial Advisors
Texas
$623K +$145K +3,782 +29%