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Dimensional US High Profitability ETF

535 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, 121 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

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 509535 (+26)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
535
Holders Change
+26
Holders Change %
+5.11%
% of All Funds
6.59%
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
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
351
BIP Wealth
Georgia
$620K -$249K -6,484 -28%
SPIA
352
Steward Partners Investment Advisory
New York
$611K -$47K -1,225 -7%
SC
353
Shearwater Capital
Colorado
$609K
FDS
354
Freedom Day Solutions
Texas
$596K +$622K +16,215 New
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$595K +$72.4K +1,888 +13%
PCIA
356
Prime Capital Investment Advisors
Kansas
$593K +$16.4K +428 +3%
CAG
357
Csenge Advisory Group
Florida
$573K -$33.4K -870 -5%
FA
358
Fiduciary Alliance
South Carolina
$567K +$562K +14,641 New
EFP
359
EnRich Financial Partners
Wisconsin
$561K -$8.05K -210 -1%
Fidelity Investments
360
Fidelity Investments
Massachusetts
$553K +$427K +11,122 +283%
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$551K -$2.26K -59 -0.4%
SA
362
Stewardship Advisors
Pennsylvania
$547K +$5.33K +139 +0.9%
BFC
363
Bedel Financial Consulting
Indiana
$545K +$351K +9,148 +161%
HIG
364
Heritage Investment Group
Florida
$544K
Wells Fargo
365
Wells Fargo
California
$540K +$37.4K +976 +7%
LWM
366
Lionshead Wealth Management
New York
$539K -$133K -3,471 -19%
NRW
367
Nova R Wealth
Kansas
$536K +$1.42K +37 +0.3%
CSP
368
Cary Street Partners
Virginia
$535K -$71.2K -1,857 -11%
BRPW
369
Ballast Rock Private Wealth
South Carolina
$525K -$21.3K -556 -4%
EWA
370
Elevate Wealth Advisory
Georgia
$524K +$86.3K +2,251 +19%
QWM
371
Quadcap Wealth Management
Texas
$512K +$959 +25 +0.2%
IA
372
IFP Advisors
Florida
$508K
ATI
373
ARK & TLK Investments
Oklahoma
$507K -$19.5K -508 -4%
AWM
374
Avondale Wealth Management
Texas
$497K +$138K +3,593 +36%
AC
375
AWM Capital
Arizona
$495K +$1.34K +35 +0.3%