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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
LFG
526
Larson Financial Group
Missouri
$5.51K
MWPCG
527
Measured Wealth Private Client Group
New Hampshire
$4.26K
CFD
528
Creative Financial Designs
Indiana
$2.9K
LWMI
529
Legacy Wealth Management (Idaho)
Idaho
$2.39K +$2.49K +65 New
IF
530
Integrity Financial
Wyoming
$1.95K
AWM
531
Abound Wealth Management
Tennessee
$1.66K
MNA
532
Manning & Napier Advisors
New York
$1.51K
LG
533
LAM Group
Oregon
$1.47K +$1.53K +40 New
PMIM
534
Prudent Man Investment Management
Colorado
$1.14K
PWPS
535
Pinnacle Wealth Planning Services
Ohio
$882
Q1WB
536
Quest 10 Wealth Builders
Virginia
$625 +$652 +17 New
SIS
537
Sound Income Strategies
Florida
$22 +$38 +1 New
AWM
538
Axxcess Wealth Management
California
-$5.2M -136,772 Closed
WAP
539
Wealthcare Advisory Partners
Pennsylvania
-$1.77M -46,595 Closed
IAN
540
Integrated Advisors Network
Texas
-$1.05M -27,561 Closed
Renaissance Technologies
541
Renaissance Technologies
New York
-$1.02M -26,900 Closed
AA
542
Altman Advisors
Illinois
-$810K -21,289 Closed
WWM
543
Westwood Wealth Management
California
-$690K -18,141 Closed
DAS
544
Diversify Advisory Services
Utah
-$605K -15,726 Closed
CA
545
CGN Advisors
Kansas
-$479K -12,600 Closed
NFW
546
Noble Family Wealth
Florida
-$415K -10,917 Closed
PWMG
547
Pioneer Wealth Management Group
Texas
-$354K -9,308 Closed
FAT
548
First American Trust
California
-$315K -8,289 Closed
CPA
549
Capital Planning Advisors
California
-$312K -8,209 Closed
SWP
550
Stratos Wealth Partners
Ohio
-$243K -6,389 Closed