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Dimensional US High Profitability ETF

498 hedge funds and large institutions have $8.87B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 248 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
$66.1M
PCI
27
Planning Center Inc
Illinois
$61.5M
BPA
28
Beacon Pointe Advisors
California
$60M
HPA
29
High Probability Advisors
New York
$57.9M
FIM
30
Freedom Investment Management
Connecticut
$52.5M
PFM
31
Phillips Financial Management
Indiana
$51.2M
Bank of America
32
Bank of America
North Carolina
$50.9M
CGL
33
Clarius Group LLC
Washington
$50.1M
RS
34
Retirement Solution
Washington
$49.4M
SAM
35
Satovsky Asset Management
New York
$48.4M
SIAG
36
Safeguard Investment Advisory Group
California
$48.2M
VAS
37
Vestmark Advisory Solutions
Massachusetts
$47.3M
SP
38
Symmetry Partners
Connecticut
$46.5M
DPW
39
DiNuzzo Private Wealth
Pennsylvania
$46.4M
Mariner
40
Mariner
Kansas
$46M
MSWMA
41
Market Street Wealth Management Advisors
Indiana
$45.4M
EA
42
Efficient Advisors
Ohio
$43M
GA
43
Greenspring Advisors
Maryland
$42.2M
RFP
44
Root Financial Partners
California
$41.6M
BEW
45
Burton Enright Welch
California
$41M
CPIG
46
Chicago Partners Investment Group
Illinois
$41M
LEFP
47
Leading Edge Financial Planning
Tennessee
$40M
TFO
48
Timonier Family Office
North Carolina
$40M
AG
49
AlTi Global
New York
$39.5M
FB
50
Fulton Bank
Pennsylvania
$39.4M