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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 47 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 429448 (+19)

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
+19
Holders Change %
+4.43%
% 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
47
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mission Wealth Management
California
$292K +$283K +7,731 New
CL
377
Choreo LLC
Illinois
$292K +$403 +11 +0.1%
HH
378
Hilltop Holdings
Texas
$291K +$282K +7,702 New
DWA
379
Delap Wealth Advisory
Oregon
$289K
HW
380
Hancock Whitney
Mississippi
$287K +$19K +518 +7%
SCM
381
Saxony Capital Management
Missouri
$283K +$275K +7,500 New
Wells Fargo
382
Wells Fargo
California
$274K +$83.3K +2,271 +45%
WJA
383
Willis Johnson & Associates
Texas
$258K -$1.21K -33 -0.5%
MPW
384
MASECO Private Wealth
$256K +$57.7K +1,573 +30%
HF
385
HRT Financial
New York
$254K +$247K +6,747 New
Northern Trust
386
Northern Trust
Illinois
$253K +$11.1K +302 +5%
AIM
387
Archer Investment Management
Texas
$246K +$1.94K +53 +0.8%
SWP
388
Stratos Wealth Partners
Ohio
$241K +$234K +6,375 New
RFA
389
Reyes Financial Architecture
California
$239K -$73K -1,992 -24%
FWM
390
FMB Wealth Management
California
$239K
MFG
391
Merit Financial Group
Georgia
$239K +$110 +3 +0%
IA
392
IFG Advisory
Georgia
$236K +$229K +6,256 New
PWS
393
Physician Wealth Solutions
Nevada
$236K
SIMC
394
Squire Investment Management Company
Utah
$234K -$29.1K -795 -11%
ACA
395
American Capital Advisory
Idaho
$222K +$93.1K +2,538 +76%
MWM
396
Melfa Wealth Management
Massachusetts
$215K
EGWAG
397
Elwood & Goetz Wealth Advisory Group
Georgia
$214K +$208K +5,673 New
BFC
398
Bedel Financial Consulting
Indiana
$214K +$110 +3 +0.1%
PB
399
Pinnacle Bancorp
Nebraska
$211K -$9.28K -253 -4%
FTUS
400
Flow Traders U.S.
New York
$211K -$226K -6,155 -52%