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Dimensional US High Profitability ETF

529 hedge funds and large institutions have $9.22B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 287 increasing their positions, 119 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$97.1M
2 -$48.3M
3 -$43.4M
4
AG
AlTi Global
New York
-$33M
5
EA
Efficient Advisors
Ohio
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$65.8M
Raymond James Financial
27
Raymond James Financial
Florida
$61.2M
PCI
28
Planning Center Inc
Illinois
$60.7M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$57.4M
HPA
30
High Probability Advisors
New York
$55.8M
Bank of America
31
Bank of America
North Carolina
$52.4M
RFP
32
Root Financial Partners
California
$48.6M
Mariner
33
Mariner
Kansas
$48.6M
SAM
34
Satovsky Asset Management
New York
$48.2M
RS
35
Retirement Solution
Washington
$48.2M
VAS
36
Vestmark Advisory Solutions
Massachusetts
$48.2M
SP
37
Symmetry Partners
Connecticut
$47.4M
PFM
38
Phillips Financial Management
Indiana
$45.9M
SIAG
39
Safeguard Investment Advisory Group
California
$45.2M
DPW
40
DiNuzzo Private Wealth
Pennsylvania
$45M
LEFP
41
Leading Edge Financial Planning
Tennessee
$44.1M
MWP
42
Meredith Wealth Planning
Illinois
$44.1M
MSWMA
43
Market Street Wealth Management Advisors
Indiana
$43.7M
FIM
44
Freedom Investment Management
Connecticut
$43.6M
MRC
45
Millburn Ridgefield Corp
New York
$43.1M
CCA
46
Catalyst Capital Advisors
New York
$43.1M
CPIG
47
Chicago Partners Investment Group
Illinois
$42.8M
GA
48
Greenspring Advisors
Maryland
$42.1M
BEW
49
Burton Enright Welch
California
$40.9M
HI
50
Harbour Investments
Wisconsin
$40.3M