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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
FIA
401
Foundations Investment Advisors
Arizona
$211K +$205K +5,585 New
HCM
402
Hollencrest Capital Management
California
$206K
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$190K +$35.2K +959 +24%
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$168K
ASN
405
Advisory Services Network
Georgia
$160K +$155K +4,236 New
MWA
406
Medallion Wealth Advisors
Connecticut
$151K +$73 +2 +0.1%
SWP
407
Strategic Wealth Partners
Ohio
$150K +$146K +3,979 New
WP
408
WealthShield Partners
North Carolina
$144K +$403 +11 +0.3%
FFO
409
Fortitude Family Office
Arizona
$135K -$34.7K -947 -21%
UB
410
UMB Bank
Missouri
$127K
TCM
411
Tradewinds Capital Management
Washington
$121K
SIC
412
SJS Investment Consulting
Ohio
$107K
Fidelity Investments
413
Fidelity Investments
Massachusetts
$101K
HPC
414
HM Payson & Co
Maine
$98.2K
FCAS
415
First Command Advisory Services
Texas
$88.8K -$23.8K -650 -22%
MAM
416
Morse Asset Management
Connecticut
$85.3K -$1.83K -50 -2%
HNB
417
Huntington National Bank
Ohio
$84.4K
RF
418
Robinswood Financial
Washington
$82K +$79.6K +2,170 New
RWM
419
Rialto Wealth Management
New York
$75K -$7.37K -201 -9%
LWA
420
Lowe Wealth Advisors
Maryland
$67.3K
VWA
421
VSM Wealth Advisory
Maryland
$65.9K +$27.3K +744 +74%
MEG
422
Millstone Evans Group
Colorado
$62.7K -$39.8K -1,086 -40%
Optiver Holding
423
Optiver Holding
Netherlands
$62.6K +$60.8K +1,657 New
CI
424
CX Institutional
Indiana
$62K +$60K +1,635 New
BlackRock
425
BlackRock
New York
$60.4K +$58.7K +1,600 New