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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+18
Holders Change %
+4.19%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
326
Quadcap Wealth Management
Texas
$537K -$12.1K -330 -2%
XT
327
XTX Topco
Cayman Islands
$529K +$514K +14,009 New
EB
328
Emprise Bank
Kansas
$528K +$513K +13,982 New
IA
329
IFP Advisors
Florida
$522K +$283K +7,719 +126%
SWM
330
Spire Wealth Management
Virginia
$521K -$5.61K -153 -1%
FCM
331
Fortis Capital Management
Washington
$507K
AC
332
AWM Capital
Arizona
$506K +$1.36K +37 +0.3%
FFA
333
First Foundation Advisors
California
$506K
UA
334
Unison Advisors
District of Columbia
$501K +$1.39K +38 +0.3%
BCA
335
Bay Colony Advisors
Massachusetts
$486K +$59.4K +1,619 +14%
WRPWM
336
Werba Rubin Papier Wealth Management
California
$485K +$147K +4,018 +46%
CA
337
CGN Advisors
Kansas
$476K -$79K -2,154 -15%
S
338
SignatureFD
Georgia
$475K +$163K +4,441 +55%
TRCT
339
Tower Research Capital (TRC)
New York
$475K -$187K -5,107 -29%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$462K +$448K +12,223 New
LFA
341
Lauterbach Financial Advisors
Texas
$461K +$15.4K +420 +4%
FCBT
342
First Citizens Bank & Trust
North Carolina
$460K +$446K +12,168 New
SIM
343
Stratos Investment Management
Ohio
$459K -$1.27M -34,652 -74%
EWA
344
Elevate Wealth Advisory
Georgia
$459K +$3.7K +101 +0.8%
SCA
345
Strathmore Capital Advisors
North Carolina
$456K +$770 +21 +0.2%
AC
346
AlphaCore Capital
California
$442K -$215K -5,864 -33%
LI
347
LRI Investments
Florida
$440K +$11.3K +308 +3%
WKWM
348
Walter & Keenan Wealth Management
Indiana
$436K +$424K +11,553 New
BPWM
349
Badgley Phelps Wealth Managers
Washington
$435K
AWM
350
Angeles Wealth Management
California
$434K