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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
SAS
501
Spurstone Advisory Services
Connecticut
$4.64K
MWPCG
502
Measured Wealth Private Client Group
New Hampshire
$4.41K +$4.39K +116 New
CFD
503
Creative Financial Designs
Indiana
$3K
IF
504
Integrity Financial
Wyoming
$2.02K
AWM
505
Abound Wealth Management
Tennessee
$1.72K +$1.71K +45 New
MNA
506
Manning & Napier Advisors
New York
$1.56K
PMIM
507
Prudent Man Investment Management
Colorado
$1.14K +$1.14K +30 New
PWPS
508
Pinnacle Wealth Planning Services
Ohio
$913 +$909 +24 New
FHA
509
Flagship Harbor Advisors
Massachusetts
$538 +$530 +14 New
CA
510
CoreCap Advisors
Michigan
$25 +$38 +1 New
M1FG
511
Mach-1 Financial Group
Arkansas
-$23.5M -621,173 Closed
MPCL
512
My Personal CFO LLC
Washington
-$10.7M -284,045 Closed
WC
513
Waterloo Capital
Texas
-$4.76M -126,007 Closed
MSFS
514
Main Street Financial Solutions
Pennsylvania
-$3.13M -82,903 Closed
TF
515
Tandem Financial
Colorado
-$1.19M -31,614 Closed
BJL
516
Brighton Jones LLC
Washington
-$1.06M -28,194 Closed
Envestnet Portfolio Solutions
517
Envestnet Portfolio Solutions
Illinois
-$462K -12,223 Closed
FCBT
518
First Citizens Bank & Trust
North Carolina
-$460K -12,168 Closed
CPA
519
Capital Performance Advisors
California
-$428K -11,327 Closed
HF
520
HRT Financial
New York
-$254K -6,747 Closed
AIM
521
Archer Investment Management
Texas
-$246K -6,504 Closed
IA
522
IFG Advisory
Georgia
-$236K -6,256 Closed
EGWAG
523
Elwood & Goetz Wealth Advisory Group
Georgia
-$214K -5,673 Closed
FTUS
524
Flow Traders U.S.
New York
-$211K -5,586 Closed
FIA
525
Foundations Investment Advisors
Arizona
-$211K -5,585 Closed