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Dimensional US High Profitability ETF

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIG
326
Heritage Investment Group
Florida
$456K +$77.3K +2,174 +20%
SCA
327
Strathmore Capital Advisors
North Carolina
$436K +$436K +12,065 New
EWA
328
Elevate Wealth Advisory
Georgia
$428K +$108K +3,044 +34%
MSAM
329
Moloney Securities Asset Management
Missouri
$422K
LFA
330
Lauterbach Financial Advisors
Texas
$419K +$142K +3,988 +51%
FTUS
331
Flow Traders U.S.
New York
$418K +$418K +11,741 New
BPWM
332
Badgley Phelps Wealth Managers
Washington
$409K
AWM
333
Angeles Wealth Management
California
$408K
DWS
334
Discipline Wealth Solutions
South Carolina
$406K +$406K +11,420 New
QCIG
335
Quad-Cities Investment Group
Iowa
$405K +$1.14K +32 +0.3%
CAM
336
Cresset Asset Management
Illinois
$404K -$73.8K -2,075 -15%
LI
337
LRI Investments
Florida
$403K +$54.7K +1,537 +16%
CPA
338
Capital Performance Advisors
California
$403K -$97.3K -2,735 -19%
BCA
339
Bay Colony Advisors
Massachusetts
$400K -$18.1K -509 -4%
RIM
340
Rockbridge Investment Management
New York
$386K
PWM
341
Perigon Wealth Management
California
$386K
HA
342
Hanover Advisors
South Carolina
$371K -$1.07K -30 -0.3%
PL
343
Plancorp LLC
Missouri
$364K +$1.21K +34 +0.3%
Comerica Bank
344
Comerica Bank
Texas
$360K +$23.6K +665 +7%
SFM
345
Signet Financial Management
New Jersey
$356K -$3.49M -98,231 -91%
AWM
346
Avondale Wealth Management
Texas
$353K -$1.01M -28,519 -74%
CAM
347
Clark Asset Management
New Hampshire
$349K -$427 -12 -0.1%
PAG
348
Poinciana Advisors Group
Florida
$339K +$339K +9,534 New
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$332K
D.E. Shaw & Co
350
D.E. Shaw & Co
New York
$320K -$206K -5,785 -39%