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Dimensional US High Profitability ETF

534 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 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

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
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Melfa Wealth Management
Massachusetts
$210K
AAS
452
Ameritas Advisory Services
Nebraska
$209K -$69.8K -1,821 -24%
PPW
453
Pasadena Private Wealth
California
$209K +$218K +5,673 New
CWMP
454
Clarion Wealth Managment Partners
Virginia
$208K +$217K +5,653 New
DFS
455
Dixon Fnancial Services
California
$205K +$6.98K +182 +3%
AFG
456
Atomi Financial Group
New York
$204K -$97K -2,528 -31%
EFG
457
Elevated Financial Group
Indiana
$204K -$27.3K -713 -11%
PB
458
Pinnacle Bancorp
Nebraska
$203K -$882 -23 -0.4%
GWL
459
Generations Wealth LLC
Ohio
$203K +$153 +4 +0.1%
CWA
460
Consilio Wealth Advisors
Washington
$202K +$211K +5,509 New
TCWM
461
Total Clarity Wealth Management
Illinois
$201K +$2.69K +70 +1%
HCM
462
Hollencrest Capital Management
California
$200K
MPW
463
MASECO Private Wealth
$152K -$102K -2,663 -39%
SGFG
464
Silver Grove Financial Group
New York
$146K -$729K -19,006 -83%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$143K -$1.76M -45,828 -92%
MWA
466
Medallion Wealth Advisors
Connecticut
$143K +$192 +5 +0.1%
WP
467
WealthShield Partners
North Carolina
$140K +$384 +10 +0.3%
AssetMark Inc
468
AssetMark Inc
California
$126K +$123K +3,202 +1,442%
UB
469
UMB Bank
Missouri
$124K
William Blair & Company
470
William Blair & Company
Illinois
$119K +$124K +3,244 New
TCM
471
Tradewinds Capital Management
Washington
$117K
SIC
472
SJS Investment Consulting
Ohio
$116K +$12.3K +322 +11%
ATPW
473
Ashton Thomas Private Wealth
Arizona
$106K +$110K +2,876 New
WETS
474
Wealth Enhancement Trust Services
South Dakota
$98K
HPC
475
HM Payson & Co
Maine
$95.6K