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Dimensional US High Profitability ETF

536 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, 122 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

136% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 122

5% more funds holding

Funds holding: 510536 (+26)

3% more capital invested

Capital invested by funds: $9.02B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.46%88.19% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
536
Holders Change
+26
Holders Change %
+5.1%
% of All Funds
6.6%
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
122
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
401
Stenger Family Office
Illinois
$377K +$393K +10,253 New
DWA
402
Delos Wealth Advisors
Texas
$368K +$384K +10,018 New
CSW
403
Cogent Strategic Wealth
Illinois
$367K +$1.99K +52 +0.5%
BCA
404
Bay Colony Advisors
Massachusetts
$364K -$59.6K -1,555 -14%
CAM
405
Clark Asset Management
New Hampshire
$360K
BAM
406
Belpointe Asset Management
Nevada
$357K -$104K -2,708 -22%
FCA
407
Fortis Capital Advisors
Kansas
$357K -$104K -2,708 -22%
LIA
408
Lynx Investment Advisory
District of Columbia
$356K +$371K +9,682 New
US Bancorp
409
US Bancorp
Minnesota
$355K +$2.38K +62 +0.6%
ASN
410
Advisory Services Network
Georgia
$340K -$4.56K -119 -1%
IWM
411
IHT Wealth Management
Illinois
$339K +$354K +9,226 New
ZF
412
Zhang Financial
Michigan
$330K -$221K -5,753 -39%
RYA
413
Richard Young Associates
Georgia
$329K +$882 +23 +0.3%
Brown Advisory
414
Brown Advisory
Maryland
$325K
Jane Street
415
Jane Street
New York
$323K +$337K +8,775 New
AIA
416
AssuredPartners Investment Advisors
Florida
$314K +$959 +25 +0.3%
SFM
417
Signet Financial Management
New Jersey
$306K -$39.8K -1,038 -11%
HH
418
Hilltop Holdings
Texas
$303K +$18K +470 +6%
DWA
419
Delap Wealth Advisory
Oregon
$301K +$24.3K +634 +8%
CWMA
420
Capstone Wealth Management (Alabama)
Alabama
$297K +$309K +8,066 New
SIMC
421
Squire Investment Management Company
Utah
$292K +$8.86K +231 +3%
CCA
422
Clarity Capital Advisors
Florida
$286K +$805 +21 +0.3%
MWM
423
Mission Wealth Management
California
$284K
SCM
424
Saxony Capital Management
Missouri
$276K
HW
425
Hancock Whitney
Mississippi
$275K