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Dimensional US High Profitability ETF

441 hedge funds and large institutions have $8.13B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 247 increasing their positions, 101 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
PCI
26
Planning Center Inc
Illinois
$64.9M
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$64.2M
HWM
28
HB Wealth Management
Georgia
$57.9M
HPA
29
High Probability Advisors
New York
$56.1M
FIM
30
Freedom Investment Management
Connecticut
$55M
Bank of America
31
Bank of America
North Carolina
$50.2M
SIAG
32
Safeguard Investment Advisory Group
California
$50M
EA
33
Efficient Advisors
Ohio
$49.9M
CGL
34
Clarius Group LLC
Washington
$49M
RS
35
Retirement Solution
Washington
$48.5M
SAM
36
Satovsky Asset Management
New York
$47.6M
Mariner
37
Mariner
Kansas
$47.3M
PFM
38
Phillips Financial Management
Indiana
$46.2M
DPW
39
DiNuzzo Private Wealth
Pennsylvania
$45.7M
VAS
40
Vestmark Advisory Solutions
Massachusetts
$44.7M
MSWMA
41
Market Street Wealth Management Advisors
Indiana
$44M
WA
42
Wealthstream Advisors
New York
$41.6M
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$41.5M
AG
44
AlTi Global
New York
$41.5M
CPIG
45
Chicago Partners Investment Group
Illinois
$40.8M
BPA
46
Beacon Pointe Advisors
California
$39.2M
GOCP
47
Great Oak Capital Partners
Massachusetts
$37.9M
TFO
48
Timonier Family Office
North Carolina
$37.9M
MRC
49
Millburn Ridgefield Corp
New York
$37.2M
CCA
50
Catalyst Capital Advisors
New York
$37.2M