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Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

4% more funds holding

Funds holding: 379393 (+14)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+14
Holders Change %
+3.69%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
45
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$45M -$9.7M -282,208 -17%
FIM
27
Freedom Investment Management
Connecticut
$44.9M -$129K -3,750 -0.3%
HPA
28
High Probability Advisors
New York
$43.7M +$2.15M +62,616 +5%
RS
29
Retirement Solution
Washington
$42.8M +$21.1M +615,356 +91%
SAM
30
Satovsky Asset Management
New York
$42.6M -$175K -5,084 -0.4%
Mariner
31
Mariner
Kansas
$40.5M +$21M +612,520 +100%
DPW
32
DiNuzzo Private Wealth
Pennsylvania
$40.5M -$225K -6,541 -0.5%
MSWMA
33
Market Street Wealth Management Advisors
Indiana
$39.5M +$900K +26,200 +2%
UWPG
34
Ullmann Wealth Partners Group
Florida
$39M -$1.02M -29,647 -2%
EA
35
Efficient Advisors
Ohio
$38.4M -$499K -14,510 -1%
AG
36
AlTi Global
New York
$38.2M -$3.26M -94,800 -8%
CCA
37
Catalyst Capital Advisors
New York
$37.5M +$3.69M +107,528 +10%
MRC
38
Millburn Ridgefield Corp
New York
$37.5M +$3.69M +107,528 +10%
OIA
39
OneDigital Investment Advisors
Kansas
$37M -$2.53M -73,594 -6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$35.3M +$820K +23,869 +2%
CGL
41
Clarius Group LLC
Washington
$35.2M +$4.34M +126,212 +13%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$34.7M +$4.05M +117,743 +13%
WA
43
Wealthstream Advisors
New York
$34.2M +$1.21M +35,237 +4%
SFA
44
Sequoia Financial Advisors
Ohio
$34M +$2M +58,099 +6%
TWA
45
TCI Wealth Advisors
Arizona
$33.5M +$10M +292,348 +41%
CPIG
46
Chicago Partners Investment Group
Illinois
$33.1M +$841K +24,482 +2%
PFM
47
Phillips Financial Management
Indiana
$32.7M +$4.91M +143,046 +17%
Bank of America
48
Bank of America
North Carolina
$32.5M -$1.22M -35,480 -3%
BEW
49
Burton Enright Welch
California
$32.2M +$1.14M +33,091 +4%
GOCP
50
Great Oak Capital Partners
Massachusetts
$30.9M