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Dimensional US High Profitability ETF

437 hedge funds and large institutions have $7.99B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 245 increasing their positions, 99 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$64.2M
HWM
27
HB Wealth Management
Georgia
$57.9M
HPA
28
High Probability Advisors
New York
$56.1M
FIM
29
Freedom Investment Management
Connecticut
$55M
Bank of America
30
Bank of America
North Carolina
$50.2M
SIAG
31
Safeguard Investment Advisory Group
California
$50M
EA
32
Efficient Advisors
Ohio
$49.9M
CGL
33
Clarius Group LLC
Washington
$49M
RS
34
Retirement Solution
Washington
$48.5M
SAM
35
Satovsky Asset Management
New York
$47.6M
Mariner
36
Mariner
Kansas
$47.3M
PFM
37
Phillips Financial Management
Indiana
$46.2M
DPW
38
DiNuzzo Private Wealth
Pennsylvania
$45.7M
VAS
39
Vestmark Advisory Solutions
Massachusetts
$44.7M
MSWMA
40
Market Street Wealth Management Advisors
Indiana
$44M
WA
41
Wealthstream Advisors
New York
$41.6M
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$41.5M
AG
43
AlTi Global
New York
$41.5M
CPIG
44
Chicago Partners Investment Group
Illinois
$40.8M
BPA
45
Beacon Pointe Advisors
California
$39.2M
GOCP
46
Great Oak Capital Partners
Massachusetts
$37.9M
TFO
47
Timonier Family Office
North Carolina
$37.9M
MRC
48
Millburn Ridgefield Corp
New York
$37.2M
CCA
49
Catalyst Capital Advisors
New York
$37.2M
OIA
50
OneDigital Investment Advisors
Kansas
$37M