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Dimensional US High Profitability ETF

536 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, 122 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

136% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 122

5% more funds holding

Funds holding: 510536 (+26)

3% more capital invested

Capital invested by funds: $9.02B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.46%88.19% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
536
Holders Change
+26
Holders Change %
+5.1%
% of All Funds
6.6%
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
122
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Forteris Wealth Management
New York
$876K +$48.1K +1,253 +6%
WP
327
Wealthspan Partners
Iowa
$830K -$30.8K -803 -3%
MWM
328
Modera Wealth Management
New Jersey
$828K -$2.22K -58 -0.3%
TRCT
329
Tower Research Capital (TRC)
New York
$826K +$818K +21,323 +1,870%
VPWA
330
Vestia Personal Wealth Advisors
Indiana
$821K +$856K +22,323 New
GMA
331
Glassy Mountain Advisors
Maryland
$819K +$36.5K +953 +4%
HA
332
Herold Advisors
New York
$806K +$8.13K +212 +1%
HR
333
Hardy Reed
Mississippi
$800K +$384K +10,025 +85%
KWM
334
Kingsview Wealth Management
Oregon
$784K -$60.3K -1,573 -7%
MWM
335
Mattern Wealth Management
Kansas
$775K -$713K -18,588 -47%
BAM
336
Belleair Asset Management
Florida
$774K +$129K +3,359 +19%
EFMC
337
Empire Financial Management Company
New York
$769K +$20.1K +524 +3%
CWA
338
Cascade Wealth Advisors
Washington
$755K
OIM
339
Oder Investment Management
California
$754K +$133K +3,477 +20%
PAM
340
Pacific Asset Management
Washington
$734K +$1.38K +36 +0.2%
TI
341
tru Independence
Oregon
$731K -$246K -6,405 -24%
SWP
342
Summit Wealth Partners
Florida
$728K -$78.3K -2,042 -9%
DWM
343
Diversify Wealth Management
Utah
$722K +$710K +18,523 New
PAG
344
Poinciana Advisors Group
Florida
$714K
SF
345
Summit Financial
New Jersey
$708K +$324K +8,445 +78%
HKIMG
346
Hutchens & Kramer Investment Management Group
Indiana
$699K +$179K +4,657 +32%
SHFA
347
SC&H Financial Advisors
Maryland
$688K -$24.4K -637 -3%
GCM
348
Gibraltar Capital Management
Oklahoma
$687K +$3.83K +100 +0.5%
CA
349
Clune & Associates
Illinois
$657K +$77 +2 +0%
AL
350
Aspiriant LLC
California
$636K