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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+18
Holders Change %
+4.19%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
351
Navigoe Wealth Management
California
$430K -$88.7K -2,419 -17%
CPA
352
Capital Performance Advisors
California
$428K
NSG
353
Nalls Sherbakoff Group
Tennessee
$426K +$257 +7 +0.1%
SF
354
Summit Financial
New Jersey
$426K +$413K +11,277 New
QCIG
355
Quad-Cities Investment Group
Iowa
$423K -$7.15K -195 -2%
RIM
356
Rockbridge Investment Management
New York
$410K
PWM
357
Perigon Wealth Management
California
$410K
DEM
358
Disciplined Equity Management
Florida
$409K +$397K +10,840 New
RIP
359
RAM Investment Partners
Washington
$400K +$389K +10,600 New
RWM
360
Rockwood Wealth Management
Pennsylvania
$398K +$102K +2,782 +36%
HA
361
Hanover Advisors
South Carolina
$394K
MSAM
362
Moloney Securities Asset Management
Missouri
$394K -$53.2K -1,450 -12%
US Bancorp
363
US Bancorp
Minnesota
$391K +$380K +10,351 New
PL
364
Plancorp LLC
Missouri
$388K +$1.06K +29 +0.3%
Comerica Bank
365
Comerica Bank
Texas
$376K -$5.98K -163 -2%
AWM
366
Avondale Wealth Management
Texas
$375K
CAM
367
Clark Asset Management
New Hampshire
$370K
SFM
368
Signet Financial Management
New Jersey
$355K -$23.1K -630 -6%
PNC Financial Services Group
369
PNC Financial Services Group
Pennsylvania
$353K
ZF
370
Zhang Financial
Michigan
$338K +$403 +11 +0.1%
Brown Advisory
371
Brown Advisory
Maryland
$334K
APC
372
Aspire Private Capital
North Carolina
$330K +$5.79K +158 +2%
AIA
373
AssuredPartners Investment Advisors
Florida
$318K +$843 +23 +0.3%
XPN
374
XY Planning Network
Montana
$318K
CCA
375
Clarity Capital Advisors
Florida
$293K +$807 +22 +0.3%