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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
CT
376
Colonial Trust
South Carolina
$26.7K
LWANC
377
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K
IA
378
IFP Advisors
Florida
$18.1K +$2.75K +80 +17%
ACA
379
Aptus Capital Advisors
Alabama
$16.6K
BlackRock
380
BlackRock
New York
$16.1K
PA
381
Parallel Advisors
California
$14K -$4.4K -128 -23%
PAG
382
Paladin Advisory Group
Iowa
$13.1K
GWANC
383
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.1K
BL
384
BFSG LLC
California
$8.52K
KPP
385
Kings Path Partners
Texas
$6.56K +$241 +7 +4%
SAS
386
Spurstone Advisory Services
Connecticut
$4.04K
SRCM
387
Signature Resources Capital Management
California
$3.65K
CFD
388
Creative Financial Designs
Indiana
$2.62K
IHWM
389
Iron Horse Wealth Management
Iowa
$2.09K +$2.17K +63 New
IF
390
Integrity Financial
Wyoming
$1.82K +$1.89K +55 New
NP
391
NorthRock Partners
Minnesota
$1.49K
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$1.03K +$1.06K +31 New
CAWM
393
Capital A Wealth Management
Pennsylvania
$961 +$996 +29 New
FH
394
Financial Harvest
Florida
-$8.44M -249,704 Closed
Jane Street
395
Jane Street
New York
-$1.5M -44,273 Closed
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
-$652K -19,305 Closed
MECA
397
Miller Equity Capital Advisors
Texas
-$533K -15,760 Closed
SC
398
Shearwater Capital
Colorado
-$407K -12,042 Closed
QCM
399
QRG Capital Management
Illinois
-$254K -7,508 Closed
CCG
400
Capital CS Group
California
-$249K -7,380 Closed