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Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

4% more funds holding

Funds holding: 379393 (+14)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+14
Holders Change %
+3.69%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
45
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
351
Willis Johnson & Associates
Texas
$236K +$1.06K +31 +0.4%
MFG
352
Merit Financial Group
Georgia
$214K +$222K +6,468 New
Northern Trust
353
Northern Trust
Illinois
$212K -$586K -17,066 -73%
RFA
354
Reyes Financial Architecture
California
$210K
PB
355
Pinnacle Bancorp
Nebraska
$209K -$23.3K -677 -10%
ST
356
Sabal Trust
Florida
$203K +$210K +6,126 New
MWA
357
Medallion Wealth Advisors
Connecticut
$136K -$14.3K -417 -9%
WP
358
WealthShield Partners
North Carolina
$125K +$309 +9 +0.2%
FFO
359
Fortitude Family Office
Arizona
$118K
WTFG
360
Wood Tarver Financial Group
Idaho
$118K +$103 +3 +0.1%
UB
361
UMB Bank
Missouri
$112K
ACA
362
American Capital Advisory
Idaho
$110K
TCM
363
Tradewinds Capital Management
Washington
$106K +$110K +3,191 New
AssetMark Inc
364
AssetMark Inc
California
$90.3K +$86K +2,503 +1,127%
HPC
365
HM Payson & Co
Maine
$86.2K -$120K -3,500 -57%
Fidelity Investments
366
Fidelity Investments
Massachusetts
$80.3K +$3.78K +110 +5%
MAM
367
Morse Asset Management
Connecticut
$76.5K -$1.48K -43 -2%
RWM
368
Rialto Wealth Management
New York
$72.5K
RF
369
Robinswood Financial
Washington
$71.9K +$74.6K +2,170 New
LWA
370
Lowe Wealth Advisors
Maryland
$59K
FC
371
Fairscale Capital
New Hampshire
$52.1K
VWA
372
VSM Wealth Advisory
Maryland
$48.8K +$2.37K +69 +5%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$43.7K +$15.8K +460 +54%
ADL
374
Asset Dedication LLC
California
$39.2K +$103 +3 +0.3%
PS
375
Principal Securities
Iowa
$30.2K