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Dimensional US High Profitability ETF

447 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 429447 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
447
Holders Change
+18
Holders Change %
+4.2%
% of All Funds
5.87%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
26
Planning Center Inc
Illinois
$64.9M +$277K +7,556 +0.4%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$64.2M +$2.63M +71,609 +4%
HWM
28
HB Wealth Management
Georgia
$57.9M +$24.5M +667,899 +77%
HPA
29
High Probability Advisors
New York
$56.1M +$1.66M +45,291 +3%
FIM
30
Freedom Investment Management
Connecticut
$55M -$4.78M -130,246 -8%
Bank of America
31
Bank of America
North Carolina
$50.2M +$8.31M +226,712 +21%
SIAG
32
Safeguard Investment Advisory Group
California
$50M -$3.28M -89,386 -6%
EA
33
Efficient Advisors
Ohio
$49.9M +$2.1M +57,208 +5%
CGL
34
Clarius Group LLC
Washington
$49M +$7.99M +218,016 +20%
RS
35
Retirement Solution
Washington
$48.5M -$221K -6,014 -0.5%
SAM
36
Satovsky Asset Management
New York
$47.6M -$754K -20,564 -2%
Mariner
37
Mariner
Kansas
$47.3M -$4.46M -121,714 -9%
PFM
38
Phillips Financial Management
Indiana
$46.2M +$5.25M +143,228 +13%
DPW
39
DiNuzzo Private Wealth
Pennsylvania
$45.7M +$248K +6,751 +0.5%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$44.7M -$38.1M -1,038,542 -47%
MSWMA
41
Market Street Wealth Management Advisors
Indiana
$44M -$416K -11,346 -1%
WA
42
Wealthstream Advisors
New York
$41.6M +$1.48M +40,321 +4%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$41.5M -$4M -109,162 -9%
AG
44
AlTi Global
New York
$41.5M -$18.2M -495,650 -31%
CPIG
45
Chicago Partners Investment Group
Illinois
$40.8M +$777K +21,193 +2%
BPA
46
Beacon Pointe Advisors
California
$39.2M +$4.82M +131,587 +15%
BEW
47
Burton Enright Welch
California
$39.1M +$1.64M +44,798 +5%
GOCP
48
Great Oak Capital Partners
Massachusetts
$37.9M +$1.2M +32,861 +3%
TFO
49
Timonier Family Office
North Carolina
$37.9M +$3.46M +94,272 +10%
CCA
50
Catalyst Capital Advisors
New York
$37.2M -$2.64M -72,119 -7%