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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
RWA
426
Resolute Wealth Advisor
Ohio
$268K +$280K +7,288 New
RG
427
RHL Group
Michigan
$265K +$39.3K +1,024 +17%
OP
428
Oath Planning
Oklahoma
$262K +$11.1K +290 +4%
KPWS
429
Kestra Private Wealth Services
Texas
$259K +$26K +678 +11%
ACA
430
American Capital Advisory
Idaho
$258K +$43.8K +1,143 +19%
Northern Trust
431
Northern Trust
Illinois
$252K +$17.7K +462 +7%
WJA
432
Willis Johnson & Associates
Texas
$249K -$153 -4 -0.1%
TCM
433
Tufton Capital Management
Maryland
$248K +$259K +6,765 New
AIM
434
Advyzon Investment Management
Illinois
$248K +$19.3K +504 +8%
5NPW
435
55 North Private Wealth
Florida
$247K -$170K -4,420 -40%
APC
436
Aspire Private Capital
North Carolina
$246K -$7.4K -193 -3%
TWM
437
Thrive Wealth Management
Pennsylvania
$238K +$248K +6,468 New
Bank of New York Mellon
438
Bank of New York Mellon
New York
$237K +$247K +6,443 New
IA
439
IFG Advisory
Georgia
$235K +$246K +6,406 New
SIM
440
Stratos Investment Management
Ohio
$235K -$221K -5,769 -47%
FWM
441
FMB Wealth Management
California
$234K
PNC Financial Services Group
442
PNC Financial Services Group
Pennsylvania
$233K -$115K -2,986 -32%
RF
443
Rossby Financial
Florida
$233K +$242K +6,306 New
RFA
444
Reyes Financial Architecture
California
$233K
PWS
445
Physician Wealth Solutions
Nevada
$229K
MOS
446
MGO One Seven
Ohio
$225K -$632K -16,471 -73%
BlackRock
447
BlackRock
New York
$224K
AFP
448
Ausdal Financial Partners
Iowa
$219K
Goldman Sachs
449
Goldman Sachs
New York
$217K +$227K +5,910 New
SWM
450
Selective Wealth Management
Virginia
$211K +$208K +5,423 New