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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
PL
326
Plancorp LLC
Missouri
$338K +$51.1K +1,487 +17%
CAM
327
Clark Asset Management
New Hampshire
$325K
LI
328
LRI Investments
Florida
$325K +$825 +24 +0.2%
EWA
329
EP Wealth Advisors
California
$323K +$309 +9 +0.1%
Brown Advisory
330
Brown Advisory
Maryland
$320K +$332K +9,661 New
Comerica Bank
331
Comerica Bank
Texas
$313K -$22.7K -661 -7%
DWT
332
Dorsey & Whitney Trust
South Dakota
$311K +$86.1K +2,507 +37%
ATI
333
ARK & TLK Investments
Oklahoma
$310K
TWP
334
Triad Wealth Partners
Kansas
$310K +$322K +9,362 New
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$309K
IFG
336
Independent Financial Group
California
$306K +$7.15K +208 +2%
CSP
337
Cary Street Partners
Virginia
$306K +$318K +9,244 New
EWA
338
Elevate Wealth Advisory
Georgia
$298K +$34 +1 +0%
WRPWM
339
Werba Rubin Papier Wealth Management
California
$292K +$303K +8,821 New
APC
340
Aspire Private Capital
North Carolina
$285K +$18.2K +531 +7%
DWA
341
Delap Wealth Advisory
Oregon
$279K +$289K +8,406 New
AIA
342
AssuredPartners Investment Advisors
Florida
$277K +$722 +21 +0.3%
DFG
343
Delta Financial Group
New Jersey
$270K
S
344
SignatureFD
Georgia
$270K -$790 -23 -0.3%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$269K -$143K -4,149 -34%
Wells Fargo
346
Wells Fargo
California
$259K +$51.5K +1,499 +24%
MEG
347
Millstone Evans Group
Colorado
$259K +$515 +15 +0.2%
LFA
348
Lauterbach Financial Advisors
Texas
$258K +$26.1K +759 +11%
CCA
349
Clarity Capital Advisors
Florida
$255K +$265K +7,701 New
PWS
350
Physician Wealth Solutions
Nevada
$244K