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Dimensional US High Profitability ETF

536 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 288 increasing their positions, 122 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

136% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 122

5% more funds holding

Funds holding: 510536 (+26)

3% more capital invested

Capital invested by funds: $9.02B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.46%88.19% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
536
Holders Change
+26
Holders Change %
+5.1%
% of All Funds
6.6%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
60
Increased
288
Reduced
122
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
476
HM Payson & Co
Maine
$95.6K
SA
477
Seneschal Advisors
Washington
$91.3K
MAM
478
Morse Asset Management
Connecticut
$83K
HNB
479
Huntington National Bank
Ohio
$82.1K
HFS
480
Hantz Financial Services
Michigan
$80K +$67.1K +1,749 +404%
RF
481
Robinswood Financial
Washington
$79.8K
FFO
482
Fortitude Family Office
Arizona
$73.5K
MCM
483
MAI Capital Management
Ohio
$68.9K
MEG
484
Millstone Evans Group
Colorado
$66.2K -$1.23K -32 -2%
RWM
485
Rialto Wealth Management
New York
$64.8K -$8.59K -224 -11%
VAI
486
Vanguard Advisers Inc
Pennsylvania
$64.6K +$67.4K +1,758 New
VWA
487
VSM Wealth Advisory
Maryland
$64.1K
FFG
488
Forum Finance Group
$63K +$81.7K +2,130 New
SWM
489
Spire Wealth Management
Virginia
$60.7K -$466K -12,150 -88%
CI
490
CX Institutional
Indiana
$60K +$192 +5 +0.3%
TCM
491
Triumph Capital Management
Colorado
$57.8K +$153 +4 +0.3%
FC
492
Fairscale Capital
New Hampshire
$57.8K
IPS
493
Investors Portfolio Services
Washington
$57.7K
TCWA
494
Turtle Creek Wealth Advisors
Texas
$55.6K +$58K +1,513 New
TWM
495
Timmons Wealth Management
Massachusetts
$54.6K
TWM
496
Topsail Wealth Management
North Carolina
$50.3K +$52.5K +1,368 New
AIC
497
Archer Investment Corporation
Indiana
$44.6K +$46.5K +1,213 New
ADL
498
Asset Dedication LLC
California
$43.9K +$115 +3 +0.3%
HC
499
Hurley Capital
New York
$35.5K +$37K +966 New
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$32.5K +$16.4K +428 +94%