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Dimensional US High Profitability ETF

534 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 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

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
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GOCP
51
Great Oak Capital Partners
Massachusetts
$39.8M +$1.49M +38,770 +4%
FB
52
Fulton Bank
Pennsylvania
$39.7M +$1.66M +43,393 +4%
VT
53
Vise Technologies
New York
$39.1M
BA
54
Bridgewater Advisors
New York
$38.6M +$2.11M +54,984 +6%
EWA
55
Exencial Wealth Advisors
Oklahoma
$37.3M +$7.41M +193,137 +24%
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$35.9M -$1.41M -36,722 -4%
OIA
57
OneDigital Investment Advisors
Kansas
$33.8M -$878K -22,893 -2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$30.7M +$1.13M +29,536 +4%
HFA
59
Hippocratic Financial Advisors
California
$30.3M +$2.27M +59,135 +8%
SFA
60
Sequoia Financial Advisors
Ohio
$30.2M -$1.27M -33,019 -4%
FFA
61
Farther Finance Advisors
California
$28.9M +$523K +13,638 +2%
SA
62
Stolz & Associates
Washington
$28.6M +$1.83M +47,690 +7%
UWM
63
United Wealth Management
Virginia
$28.5M +$996K +25,959 +3%
IAS
64
Integrity Advisory Solutions
Texas
$28.3M +$3.02M +78,765 +11%
GM
65
GeoWealth Management
Illinois
$28M +$1.05M +27,483 +4%
VBA
66
von Borstel & Associates
Oregon
$27.7M +$1.34M +34,919 +5%
AWM
67
AE Wealth Management
Kansas
$27.4M +$1.52M +39,753 +6%
SWA
68
Sax Wealth Advisors
New Jersey
$26.9M -$87.6K -2,285 -0.3%
TWD
69
True Wealth Design
Ohio
$26.5M +$1.02M +26,471 +4%
DWS
70
Discipline Wealth Solutions
South Carolina
$26.4M +$16.3M +424,158 +144%
EA
71
Efficient Advisors
Ohio
$26.3M -$15.9M -414,462 -37%
LWM
72
Liberty Wealth Management
California
$25.8M +$137K +3,577 +0.5%
LI
73
LVZ Inc
Michigan
$25.3M -$43.4M -1,132,508 -62%
EWM
74
Empirical Wealth Management
Washington
$24.9M +$331K +8,622 +1%
AFA
75
Arlington Financial Advisors
California
$24.7M +$2.71M +70,746 +12%