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Dimensional US High Profitability ETF

423 hedge funds and large institutions have $8.38B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 236 increasing their positions, 97 reducing their positions, and 8 closing their positions.

Holders
423
Holders Change
+36
Holders Change %
+9.3%
% of All Funds
5.68%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.22%
New
55
Increased
236
Reduced
97
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LEFP
51
Leading Edge Financial Planning
Tennessee
$32.2M 906,348 +58,634 +7%
BPA
52
Beacon Pointe Advisors
California
$32.2M 905,461 +30,588 +3%
HWM
53
HB Wealth Management
Georgia
$30.8M 865,963 +865,963 New
UWPG
54
Ullmann Wealth Partners Group
Florida
$29.8M 836,754 -339,261 -29%
FB
55
Fulton Bank
Pennsylvania
$29.5M 829,280 +829,280 New
MWP
56
Meredith Wealth Planning
Illinois
$29.3M 824,568 +63,942 +8%
NA
57
NewEdge Advisors
Louisiana
$28.3M 795,236 -110,457 -12%
BA
58
Bridgewater Advisors
New York
$27.8M 765,808 +50,510 +7%
AWM
59
AE Wealth Management
Kansas
$26.9M 756,608 +96,619 +15%
SWA
60
Sax Wealth Advisors
New Jersey
$26M 732,193 +19,704 +3%
LWM
61
Liberty Wealth Management
California
$26M 729,659 -50,113 -6%
GM
62
GeoWealth Management
Illinois
$25.7M 722,762 +671,212 +1,302%
UWM
63
United Wealth Management
Virginia
$25.7M 721,458 +11,532 +2%
EWA
64
Exencial Wealth Advisors
Oklahoma
$25.6M 718,959 +49,880 +7%
EWM
65
Empirical Wealth Management
Washington
$25.2M 708,946 +635,664 +867%
TWD
66
True Wealth Design
Ohio
$25M 703,846 -59,421 -8%
VBA
67
von Borstel & Associates
Oregon
$24.9M 683,869 +49,742 +8%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$24.6M 692,702 +4,956 +0.7%
HFA
69
Hippocratic Financial Advisors
California
$24.4M 685,215 +185,272 +37%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$22.6M 635,166 -430,579 -40%
WFA
71
West Financial Advisors
Iowa
$21.8M 613,956 +223,532 +57%
PWM
72
PBMares Wealth Management
Virginia
$20.9M 586,435 +25,182 +4%
IA
73
Integrity Alliance
Iowa
$19.2M 540,013 +10,521 +2%
OA
74
Oceanside Advisors
South Carolina
$19.1M 536,873 +2,293 +0.4%
AFA
75
Arlington Financial Advisors
California
$19.1M 536,724 +54,037 +11%