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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
WP
451
WealthShield Partners
North Carolina
$145K +$303 +8 +0.2%
UB
452
UMB Bank
Missouri
$128K
TCM
453
Tradewinds Capital Management
Washington
$121K
SIC
454
SJS Investment Consulting
Ohio
$108K
WETS
455
Wealth Enhancement Trust Services
South Dakota
$101K +$101K +2,666 New
HPC
456
HM Payson & Co
Maine
$98.9K
SA
457
Seneschal Advisors
Washington
$94.5K +$94.1K +2,484 New
FCAS
458
First Command Advisory Services
Texas
$89.4K
MAM
459
Morse Asset Management
Connecticut
$85.9K
HNB
460
Huntington National Bank
Ohio
$85K
RF
461
Robinswood Financial
Washington
$82.5K
FFO
462
Fortitude Family Office
Arizona
$76.1K -$59.6K -1,573 -44%
RWM
463
Rialto Wealth Management
New York
$75.6K
MCM
464
MAI Capital Management
Ohio
$71.3K +$67.5K +1,781 +1,915%
MEG
465
Millstone Evans Group
Colorado
$69.7K +$6.55K +173 +10%
VWA
466
VSM Wealth Advisory
Maryland
$66.3K
CI
467
CX Institutional
Indiana
$62K +$114 +3 +0.2%
FC
468
Fairscale Capital
New Hampshire
$59.8K
TCM
469
Triumph Capital Management
Colorado
$59.7K +$59.4K +1,569 New
IPS
470
Investors Portfolio Services
Washington
$59.7K +$59.4K +1,569 New
TWM
471
Timmons Wealth Management
Massachusetts
$56.5K +$56.3K +1,487 New
ADL
472
Asset Dedication LLC
California
$45.3K +$114 +3 +0.3%
TRCT
473
Tower Research Capital (TRC)
New York
$43.4K -$433K -11,428 -91%
RIL
474
Rothschild Investment LLC
Illinois
$42.4K +$42.2K +1,114 New
GWM
475
Geneos Wealth Management
Colorado
$33.5K +$33.3K +880 New