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Dimensional US High Profitability ETF

437 hedge funds and large institutions have $7.99B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 245 increasing their positions, 99 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
51
Grunden Financial Advisory
Texas
$36.6M
FB
52
Fulton Bank
Pennsylvania
$36.5M
LEFP
53
Leading Edge Financial Planning
Tennessee
$36.2M
SFA
54
Sequoia Financial Advisors
Ohio
$34.9M
MWP
55
Meredith Wealth Planning
Illinois
$33.1M
BA
56
Bridgewater Advisors
New York
$31.5M
RFP
57
Root Financial Partners
California
$29.4M
Baird Financial Group
58
Baird Financial Group
Wisconsin
$28.7M
EWA
59
Exencial Wealth Advisors
Oklahoma
$28.5M
AWM
60
AE Wealth Management
Kansas
$27.8M
NA
61
NewEdge Advisors
Louisiana
$27.6M
UWM
62
United Wealth Management
Virginia
$27.5M
LWM
63
Liberty Wealth Management
California
$27.4M
GM
64
GeoWealth Management
Illinois
$27.3M
HFA
65
Hippocratic Financial Advisors
California
$26.9M
VBA
66
von Borstel & Associates
Oregon
$26.8M
TWD
67
True Wealth Design
Ohio
$26.6M
EWM
68
Empirical Wealth Management
Washington
$26M
SWA
69
Sax Wealth Advisors
New Jersey
$26M
PWM
70
PBMares Wealth Management
Virginia
$25M
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$23.7M
M1FG
72
Mach-1 Financial Group
Arkansas
$23.5M
IAS
73
Integrity Advisory Solutions
Texas
$23.5M
AFA
74
Arlington Financial Advisors
California
$22.5M
UWPG
75
Ullmann Wealth Partners Group
Florida
$21.7M