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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
351
Heritage Investment Group
Florida
$562K
SA
352
Stewardship Advisors
Pennsylvania
$561K -$2.08K -55 -0.4%
ZF
353
Zhang Financial
Michigan
$560K +$219K +5,773 +65%
NRW
354
Nova R Wealth
Kansas
$553K +$1.25K +33 +0.2%
HKIMG
355
Hutchens & Kramer Investment Management Group
Indiana
$546K -$45.6K -1,205 -8%
ATI
356
ARK & TLK Investments
Oklahoma
$544K
OSAM
357
O'Shaughnessy Asset Management
Connecticut
$543K +$351K +9,262 +184%
QWM
358
Quadcap Wealth Management
Texas
$529K -$11.9K -313 -2%
CW
359
Curio Wealth
Maryland
$526K -$215K -5,665 -29%
IA
360
IFP Advisors
Florida
$526K
SWM
361
Spire Wealth Management
Virginia
$525K
Wells Fargo
362
Wells Fargo
California
$521K +$244K +6,442 +89%
AC
363
AWM Capital
Arizona
$511K +$1.14K +30 +0.2%
FCM
364
Fortis Capital Management
Washington
$510K
FFA
365
First Foundation Advisors
California
$509K
UA
366
Unison Advisors
District of Columbia
$506K +$1.1K +29 +0.2%
OBWP
367
O'Brien Wealth Partners
Massachusetts
$504K +$502K +13,260 New
LFA
368
Lauterbach Financial Advisors
Texas
$501K +$37.2K +983 +8%
GTAM
369
Global Trust Asset Management
Florida
$484K -$665K -17,555 -58%
CA
370
CGN Advisors
Kansas
$479K
BAM
371
Belpointe Asset Management
Nevada
$472K +$470K +12,408 New
FCA
372
Fortis Capital Advisors
Kansas
$472K +$470K +12,408 New
CPW
373
Cogent Private Wealth
Florida
$466K +$464K +12,253 New
RWM
374
Rockwood Wealth Management
Pennsylvania
$466K +$64.4K +1,701 +16%
SIM
375
Stratos Investment Management
Ohio
$463K +$871 +23 +0.2%