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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
SWP
426
Stratos Wealth Partners
Ohio
$243K +$530 +14 +0.2%
KPWS
427
Kestra Private Wealth Services
Texas
$243K +$242K +6,377 New
FWM
428
FMB Wealth Management
California
$242K +$1.97K +52 +0.8%
RFA
429
Reyes Financial Architecture
California
$241K
EFG
430
Elevated Financial Group
Indiana
$238K +$237K +6,262 New
AIM
431
Advyzon Investment Management
Illinois
$237K +$236K +6,239 New
PWS
432
Physician Wealth Solutions
Nevada
$237K
RG
433
RHL Group
Michigan
$235K +$234K +6,181 New
BlackRock
434
BlackRock
New York
$231K +$170K +4,480 +280%
QCM
435
QRG Capital Management
Illinois
$231K +$230K +6,065 New
AFP
436
Ausdal Financial Partners
Iowa
$226K +$226K +5,954 New
ACA
437
American Capital Advisory
Idaho
$223K
XT
438
XTX Topco
Cayman Islands
$223K -$309K -8,151 -58%
PPL
439
Planning Project LLC
Texas
$220K +$219K +5,781 New
MWM
440
Melfa Wealth Management
Massachusetts
$217K
BFC
441
Bedel Financial Consulting
Indiana
$216K +$114 +3 +0.1%
PB
442
Pinnacle Bancorp
Nebraska
$211K -$1.63K -43 -0.8%
GWL
443
Generations Wealth LLC
Ohio
$210K +$209K +5,514 New
HCM
444
Hollencrest Capital Management
California
$207K
TCWM
445
Total Clarity Wealth Management
Illinois
$205K +$205K +5,399 New
DFS
446
Dixon Fnancial Services
California
$205K +$204K +5,391 New
GFPC
447
Global Financial Private Client
Florida
$205K +$204K +5,387 New
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$171K +$947 +25 +0.6%
Fidelity Investments
449
Fidelity Investments
Massachusetts
$149K +$47.1K +1,243 +46%
MWA
450
Medallion Wealth Advisors
Connecticut
$147K -$4.17K -110 -3%