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Dimensional US High Profitability ETF

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PB
351
Pinnacle Bancorp
Nebraska
$209K -$22.4K -677 -10%
ST
352
Sabal Trust
Florida
$203K +$203K +6,126 New
WP
353
WealthShield Partners
North Carolina
$125K +$298 +9 +0.2%
FFO
354
Fortitude Family Office
Arizona
$118K
WTFG
355
Wood Tarver Financial Group
Idaho
$118K +$99 +3 +0.1%
UB
356
UMB Bank
Missouri
$112K
ACA
357
American Capital Advisory
Idaho
$110K
TCM
358
Tradewinds Capital Management
Washington
$106K +$106K +3,191 New
AssetMark Inc
359
AssetMark Inc
California
$90.3K +$83K +2,503 +1,127%
HPC
360
HM Payson & Co
Maine
$86.2K -$116K -3,500 -57%
Fidelity Investments
361
Fidelity Investments
Massachusetts
$80.3K +$3.65K +110 +5%
MAM
362
Morse Asset Management
Connecticut
$76.5K -$1.43K -43 -2%
RWM
363
Rialto Wealth Management
New York
$72.5K
LWA
364
Lowe Wealth Advisors
Maryland
$59K
FC
365
Fairscale Capital
New Hampshire
$52.1K
VWA
366
VSM Wealth Advisory
Maryland
$48.8K +$2.29K +69 +5%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$43.7K +$15.2K +460 +54%
ADL
368
Asset Dedication LLC
California
$39.2K +$99 +3 +0.3%
PS
369
Principal Securities
Iowa
$30.2K
CT
370
Colonial Trust
South Carolina
$26.7K
LWANC
371
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K
IA
372
IFP Advisors
Florida
$18.1K +$2.65K +80 +17%
ACA
373
Aptus Capital Advisors
Alabama
$16.6K
BlackRock
374
BlackRock
New York
$16.1K
PA
375
Parallel Advisors
California
$14K -$4.24K -128 -23%