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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
Comerica Bank
376
Comerica Bank
Texas
$457K +$78K +2,060 +21%
EWA
377
Elevate Wealth Advisory
Georgia
$456K -$5.45K -144 -1%
HR
378
Hardy Reed
Mississippi
$446K +$445K +11,737 New
AC
379
AlphaCore Capital
California
$445K
NWM
380
Navigoe Wealth Management
California
$444K +$10.2K +269 +2%
LI
381
LRI Investments
Florida
$442K -$1.36K -36 -0.3%
WKWM
382
Walter & Keenan Wealth Management
Indiana
$440K +$985 +26 +0.2%
BPWM
383
Badgley Phelps Wealth Managers
Washington
$438K
AWM
384
Angeles Wealth Management
California
$437K
BCA
385
Bay Colony Advisors
Massachusetts
$436K -$54K -1,425 -11%
NSG
386
Nalls Sherbakoff Group
Tennessee
$429K
5NPW
387
55 North Private Wealth
Florida
$424K +$422K +11,143 New
NFW
388
Noble Family Wealth
Florida
$415K -$151K -3,987 -27%
RIM
389
Rockbridge Investment Management
New York
$413K
PWM
390
Perigon Wealth Management
California
$413K
DEM
391
Disciplined Equity Management
Florida
$412K
SF
392
Summit Financial
New Jersey
$411K -$17.8K -471 -4%
QCIG
393
Quad-Cities Investment Group
Iowa
$408K -$18.4K -485 -4%
HA
394
Hanover Advisors
South Carolina
$397K
PL
395
Plancorp LLC
Missouri
$390K
CSW
396
Cogent Strategic Wealth
Illinois
$382K +$377K +9,942 New
AWM
397
Avondale Wealth Management
Texas
$377K -$38 -1 -0%
CAM
398
Clark Asset Management
New Hampshire
$373K
US Bancorp
399
US Bancorp
Minnesota
$364K -$29.1K -769 -7%
ASN
400
Advisory Services Network
Georgia
$356K +$195K +5,137 +121%