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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: 508534 (+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
534
Holders Change
+26
Holders Change %
+5.12%
% 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
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$65.8M +$2.01M +52,307 +3%
Raymond James Financial
27
Raymond James Financial
Florida
$61.2M -$7.95M -207,401 -11%
PCI
28
Planning Center Inc
Illinois
$60.7M +$1.33M +34,783 +2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$57.4M -$48.3M -1,259,919 -45%
HPA
30
High Probability Advisors
New York
$55.8M -$178K -4,645 -0.3%
Bank of America
31
Bank of America
North Carolina
$52.4M +$3.36M +87,514 +7%
RFP
32
Root Financial Partners
California
$48.6M +$8.76M +228,460 +21%
Mariner
33
Mariner
Kansas
$48.6M +$4.25M +110,944 +9%
SAM
34
Satovsky Asset Management
New York
$48.2M +$1.52M +39,505 +3%
RS
35
Retirement Solution
Washington
$48.2M +$500K +13,049 +1%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$48.2M +$2.54M +66,122 +5%
SP
37
Symmetry Partners
Connecticut
$47.4M +$2.61M +68,132 +6%
PFM
38
Phillips Financial Management
Indiana
$45.9M -$3.75M -97,818 -7%
SIAG
39
Safeguard Investment Advisory Group
California
$45.2M -$1.45M -37,758 -3%
DPW
40
DiNuzzo Private Wealth
Pennsylvania
$45M +$209K +5,457 +0.4%
LEFP
41
Leading Edge Financial Planning
Tennessee
$44.1M +$5.67M +147,928 +14%
MWP
42
Meredith Wealth Planning
Illinois
$44.1M +$12.4M +323,440 +37%
MSWMA
43
Market Street Wealth Management Advisors
Indiana
$43.7M -$218K -5,687 -0.5%
FIM
44
Freedom Investment Management
Connecticut
$43.6M -$7.45M -194,350 -14%
CCA
45
Catalyst Capital Advisors
New York
$43.1M +$7.14M +186,099 +19%
MRC
46
Millburn Ridgefield Corp
New York
$43.1M +$7.14M +186,099 +19%
CPIG
47
Chicago Partners Investment Group
Illinois
$42.8M +$1.04M +27,120 +3%
GA
48
Greenspring Advisors
Maryland
$42.1M +$1.39M +36,224 +3%
BEW
49
Burton Enright Welch
California
$40.9M +$1.31M +34,064 +3%
HI
50
Harbour Investments
Wisconsin
$40.3M +$18.7M +488,515 +80%