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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
SWM
451
Selective Wealth Management
Virginia
$211K +$208K +5,423 New
MWM
452
Melfa Wealth Management
Massachusetts
$210K
AAS
453
Ameritas Advisory Services
Nebraska
$209K -$69.8K -1,821 -24%
PPW
454
Pasadena Private Wealth
California
$209K +$218K +5,673 New
CWMP
455
Clarion Wealth Managment Partners
Virginia
$208K +$217K +5,653 New
DFS
456
Dixon Fnancial Services
California
$205K +$6.98K +182 +3%
AFG
457
Atomi Financial Group
New York
$204K -$97K -2,528 -31%
EFG
458
Elevated Financial Group
Indiana
$204K -$27.3K -713 -11%
PB
459
Pinnacle Bancorp
Nebraska
$203K -$882 -23 -0.4%
GWL
460
Generations Wealth LLC
Ohio
$203K +$153 +4 +0.1%
CWA
461
Consilio Wealth Advisors
Washington
$202K +$211K +5,509 New
TCWM
462
Total Clarity Wealth Management
Illinois
$201K +$2.69K +70 +1%
HCM
463
Hollencrest Capital Management
California
$200K
MPW
464
MASECO Private Wealth
$152K -$102K -2,663 -39%
SGFG
465
Silver Grove Financial Group
New York
$146K -$729K -19,006 -83%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$143K -$1.76M -45,828 -92%
MWA
467
Medallion Wealth Advisors
Connecticut
$143K +$192 +5 +0.1%
WP
468
WealthShield Partners
North Carolina
$140K +$384 +10 +0.3%
AssetMark Inc
469
AssetMark Inc
California
$126K +$123K +3,202 +1,442%
UB
470
UMB Bank
Missouri
$124K
William Blair & Company
471
William Blair & Company
Illinois
$119K +$124K +3,244 New
TCM
472
Tradewinds Capital Management
Washington
$117K
SIC
473
SJS Investment Consulting
Ohio
$116K +$12.3K +322 +11%
ATPW
474
Ashton Thomas Private Wealth
Arizona
$106K +$110K +2,876 New
WETS
475
Wealth Enhancement Trust Services
South Dakota
$98K