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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
SFM
401
Signet Financial Management
New Jersey
$356K -$1.4K -37 -0.4%
PNC Financial Services Group
402
PNC Financial Services Group
Pennsylvania
$355K
PWMG
403
Pioneer Wealth Management Group
Texas
$354K +$353K +9,308 New
RYA
404
Richard Young Associates
Georgia
$340K +$339K +8,938 New
Brown Advisory
405
Brown Advisory
Maryland
$336K
AIA
406
AssuredPartners Investment Advisors
Florida
$321K +$606 +16 +0.2%
FAT
407
First American Trust
California
$315K +$314K +8,289 New
CPA
408
Capital Planning Advisors
California
$312K +$311K +8,209 New
AFG
409
Atomi Financial Group
New York
$307K -$369K -9,732 -55%
CL
410
Choreo LLC
Illinois
$296K +$341 +9 +0.1%
HH
411
Hilltop Holdings
Texas
$296K +$3.18K +84 +1%
CCA
412
Clarity Capital Advisors
Florida
$295K +$644 +17 +0.2%
MWM
413
Mission Wealth Management
California
$294K
SIMC
414
Squire Investment Management Company
Utah
$293K +$57K +1,506 +24%
DWA
415
Delap Wealth Advisory
Oregon
$288K -$1.17K -31 -0.4%
AAS
416
Ameritas Advisory Services
Nebraska
$285K +$284K +7,505 New
SCM
417
Saxony Capital Management
Missouri
$285K
HW
418
Hancock Whitney
Mississippi
$284K -$4.66K -123 -2%
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$275K -$2.5M -66,133 -90%
APC
420
Aspire Private Capital
North Carolina
$262K -$70.5K -1,861 -21%
MFG
421
Merit Financial Group
Georgia
$260K +$19.6K +518 +8%
OP
422
Oath Planning
Oklahoma
$260K +$259K +6,827 New
MPW
423
MASECO Private Wealth
$258K +$455 +12 +0.2%
WJA
424
Willis Johnson & Associates
Texas
$257K -$2.73K -72 -1%
Northern Trust
425
Northern Trust
Illinois
$244K -$11.4K -302 -5%