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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$66.1M +$1.44M +37,944 +2%
PCI
27
Planning Center Inc
Illinois
$61.5M -$3.82M -100,837 -6%
BPA
28
Beacon Pointe Advisors
California
$60M +$20.5M +541,437 +52%
HPA
29
High Probability Advisors
New York
$57.9M +$1.43M +37,641 +3%
FIM
30
Freedom Investment Management
Connecticut
$52.5M -$2.92M -77,203 -5%
PFM
31
Phillips Financial Management
Indiana
$51.2M +$4.7M +123,991 +10%
Bank of America
32
Bank of America
North Carolina
$50.9M +$409K +10,797 +0.8%
CGL
33
Clarius Group LLC
Washington
$50.1M +$813K +21,454 +2%
RS
34
Retirement Solution
Washington
$49.4M +$564K +14,883 +1%
SAM
35
Satovsky Asset Management
New York
$48.4M +$414K +10,927 +0.9%
SIAG
36
Safeguard Investment Advisory Group
California
$48.2M -$2.08M -54,992 -4%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$47.3M +$2.29M +60,450 +5%
SP
38
Symmetry Partners
Connecticut
$46.5M +$46.3M +1,221,978 New
DPW
39
DiNuzzo Private Wealth
Pennsylvania
$46.4M -$774K -20,442 -2%
Mariner
40
Mariner
Kansas
$46M -$1.6M -42,360 -3%
MSWMA
41
Market Street Wealth Management Advisors
Indiana
$45.4M +$1.15M +30,432 +3%
EA
42
Efficient Advisors
Ohio
$43M -$7.28M -192,199 -15%
GA
43
Greenspring Advisors
Maryland
$42.2M +$42M +1,109,388 New
RFP
44
Root Financial Partners
California
$41.6M +$12M +315,744 +41%
BEW
45
Burton Enright Welch
California
$41M +$1.63M +42,917 +4%
CPIG
46
Chicago Partners Investment Group
Illinois
$41M +$206K +5,427 +0.5%
LEFP
47
Leading Edge Financial Planning
Tennessee
$40M +$3.58M +94,630 +10%
TFO
48
Timonier Family Office
North Carolina
$40M +$1.82M +48,059 +5%
AG
49
AlTi Global
New York
$39.5M -$2.31M -61,001 -6%
FB
50
Fulton Bank
Pennsylvania
$39.4M +$2.67M +70,373 +7%