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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
326
Empire Financial Management Company
New York
$775K +$772K +20,385 New
PAM
327
Pacific Asset Management
Washington
$758K +$1.14K +30 +0.2%
PAG
328
Poinciana Advisors Group
Florida
$738K +$169K +4,464 +30%
SHFA
329
SC&H Financial Advisors
Maryland
$736K +$75.6K +1,995 +11%
CWA
330
Cascade Wealth Advisors
Washington
$735K -$3.18K -84 -0.4%
S
331
SignatureFD
Georgia
$717K +$238K +6,275 +50%
GCM
332
Gibraltar Capital Management
Oklahoma
$707K +$4.36K +115 +0.6%
Cerity Partners
333
Cerity Partners
New York
$699K -$86.9K -2,293 -11%
LWM
334
Lionshead Wealth Management
New York
$690K -$12.7K -334 -2%
WWM
335
Westwood Wealth Management
California
$690K +$687K +18,141 New
CA
336
Clune & Associates
Illinois
$680K +$76 +2 +0%
SPIA
337
Steward Partners Investment Advisory
New York
$679K
BAM
338
Belleair Asset Management
Florida
$673K +$671K +17,707 New
AL
339
Aspiriant LLC
California
$658K
GRP
340
Global Retirement Partners
California
$658K -$29.5K -780 -4%
OIM
341
Oder Investment Management
California
$648K +$37.9K +1,000 +6%
SC
342
Shearwater Capital
Colorado
$630K
CAG
343
Csenge Advisory Group
Florida
$626K +$11.6K +307 +2%
CSP
344
Cary Street Partners
Virginia
$625K +$61.1K +1,614 +11%
DAS
345
Diversify Advisory Services
Utah
$605K +$596K +15,726 New
WRPWM
346
Werba Rubin Papier Wealth Management
California
$599K +$110K +2,912 +23%
PCIA
347
Prime Capital Investment Advisors
Kansas
$597K +$594K +15,691 New
EFP
348
EnRich Financial Partners
Wisconsin
$588K +$795 +21 +0.1%
Cetera Investment Advisers
349
Cetera Investment Advisers
Illinois
$572K +$26.5K +700 +5%
BRPW
350
Ballast Rock Private Wealth
South Carolina
$564K +$562K +14,838 New