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Dimensional US High Profitability ETF

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
376
Physician Wealth Solutions
Nevada
$222K
IA
377
IFP Advisors
Florida
$217K
AWM
378
Able Wealth Management
New Jersey
$215K
SAI
379
Savvy Advisors Inc
New York
$210K
PB
380
Pinnacle Bancorp
Nebraska
$208K
MWM
381
Melfa Wealth Management
Massachusetts
$203K
CWMP
382
Clarion Wealth Managment Partners
Virginia
$201K
BFC
383
Bedel Financial Consulting
Indiana
$201K
HCM
384
Hollencrest Capital Management
California
$194K
MPW
385
MASECO Private Wealth
$185K
Wells Fargo
386
Wells Fargo
California
$178K
FFO
387
Fortitude Family Office
Arizona
$161K
CIBC Private Wealth Group
388
CIBC Private Wealth Group
Georgia
$159K
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$145K
WP
390
WealthShield Partners
North Carolina
$135K
UB
391
UMB Bank
Missouri
$120K
ACA
392
American Capital Advisory
Idaho
$119K
TCM
393
Tradewinds Capital Management
Washington
$113K
FCAS
394
First Command Advisory Services
Texas
$107K
SIC
395
SJS Investment Consulting
Ohio
$101K
MEG
396
Millstone Evans Group
Colorado
$97.7K
Fidelity Investments
397
Fidelity Investments
Massachusetts
$95.3K
MAM
398
Morse Asset Management
Connecticut
$82.1K
RWM
399
Rialto Wealth Management
New York
$77.8K
WTFG
400
Wood Tarver Financial Group
Idaho
$71K