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Dimensional US High Profitability ETF

535 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 509535 (+26)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
535
Holders Change
+26
Holders Change %
+5.11%
% of All Funds
6.59%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
60
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
401
Delos Wealth Advisors
Texas
$368K +$384K +10,018 New
CSW
402
Cogent Strategic Wealth
Illinois
$367K +$1.99K +52 +0.5%
BCA
403
Bay Colony Advisors
Massachusetts
$364K -$59.6K -1,555 -14%
CAM
404
Clark Asset Management
New Hampshire
$360K
BAM
405
Belpointe Asset Management
Nevada
$357K -$104K -2,708 -22%
FCA
406
Fortis Capital Advisors
Kansas
$357K -$104K -2,708 -22%
LIA
407
Lynx Investment Advisory
District of Columbia
$356K +$371K +9,682 New
US Bancorp
408
US Bancorp
Minnesota
$355K +$2.38K +62 +0.6%
ASN
409
Advisory Services Network
Georgia
$340K -$4.56K -119 -1%
IWM
410
IHT Wealth Management
Illinois
$339K +$354K +9,226 New
ZF
411
Zhang Financial
Michigan
$330K -$221K -5,753 -39%
RYA
412
Richard Young Associates
Georgia
$329K +$882 +23 +0.3%
Brown Advisory
413
Brown Advisory
Maryland
$325K
Jane Street
414
Jane Street
New York
$323K +$337K +8,775 New
AIA
415
AssuredPartners Investment Advisors
Florida
$314K +$959 +25 +0.3%
SFM
416
Signet Financial Management
New Jersey
$306K -$39.8K -1,038 -11%
HH
417
Hilltop Holdings
Texas
$303K +$18K +470 +6%
DWA
418
Delap Wealth Advisory
Oregon
$301K +$24.3K +634 +8%
CWMA
419
Capstone Wealth Management (Alabama)
Alabama
$297K +$309K +8,066 New
SIMC
420
Squire Investment Management Company
Utah
$292K +$8.86K +231 +3%
CCA
421
Clarity Capital Advisors
Florida
$286K +$805 +21 +0.3%
MWM
422
Mission Wealth Management
California
$284K
SCM
423
Saxony Capital Management
Missouri
$276K
HW
424
Hancock Whitney
Mississippi
$275K
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
$274K +$8.09K +211 +3%