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Dimensional US High Profitability ETF

535 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, 121 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

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 509535 (+26)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
535
Holders Change
+26
Holders Change %
+5.11%
% of All Funds
6.59%
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
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Strategic Wealth Partners
Ohio
$32.3K +$345 +9 +1%
TFG
502
Team Financial Group
California
$27.3K
1IA
503
1620 Investment Advisors
Massachusetts
$21.9K +$11.5K +300 +101%
RIL
504
Rothschild Investment LLC
Illinois
$21.4K -$20.4K -532 -48%
SAM
505
Smartleaf Asset Management
Massachusetts
$21.1K -$9.97K -260 -31%
MIM
506
Marshall Investment Management
Colorado
$21.1K +$22K +574 New
CA
507
CoreCap Advisors
Michigan
$20.2K +$21K +548 +54,800%
LWM
508
Lodestone Wealth Management
Washington
$19.6K
SL
509
Salomon & Ludwin
Virginia
$19.4K
PCA
510
Providence Capital Advisors
North Carolina
$18.1K
GWS
511
Glassman Wealth Services
Virginia
$16.9K
DF
512
DecisionPoint Financial
Arizona
$15.8K
SWM
513
SHP Wealth Management
Massachusetts
$15.6K +$16.3K +424 New
PA
514
Parallel Advisors
California
$15.5K
SRCM
515
Signature Resources Capital Management
California
$15.1K -$499 -13 -3%
HI
516
Horizon Investments
North Carolina
$15.1K +$7.86K +205 +100%
ACA
517
Aptus Capital Advisors
Alabama
$13.2K
GWANC
518
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.3K +$12.8K +334 New
FWP
519
FAS Wealth Partners
Kansas
$10.7K
KPP
520
Kings Path Partners
Texas
$9.47K
BL
521
BFSG LLC
California
$9.45K
WFA
522
West Financial Advisors
Iowa
$9.19K
VCM
523
Versant Capital Management
Arizona
$8.86K
PCFFS
524
Pacific Center for Financial Services
California
$6.76K +$7.06K +184 New
LFG
525
Larson Financial Group
Missouri
$5.51K