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Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

4% more funds holding

Funds holding: 379393 (+14)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+14
Holders Change %
+3.69%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
45
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$30M +$387K +11,274 +1%
FC
52
Financial Consulate
Maryland
$29.6M -$4M -116,377 -12%
BPA
53
Beacon Pointe Advisors
California
$29M +$2.84M +82,753 +10%
CJH
54
Christopher J. Hasenberg
Wisconsin
$28.8M +$5.8M +168,947 +24%
LEFP
55
Leading Edge Financial Planning
Tennessee
$28.1M +$1.65M +47,927 +6%
GFA
56
Grunden Financial Advisory
Texas
$27.3M -$956K -27,837 -3%
AF
57
Allworth Financial
California
$27.2M +$2.94M +85,489 +11%
TFO
58
Timonier Family Office
North Carolina
$26.7M +$5.32M +154,838 +24%
RIM
59
RW Investment Management
Idaho
$25.9M +$6.34M +184,443 +31%
LWM
60
Liberty Wealth Management
California
$25.9M -$85.5K -2,487 -0.3%
TWD
61
True Wealth Design
Ohio
$25.3M -$256K -7,449 -1%
MWP
62
Meredith Wealth Planning
Illinois
$25.2M +$1.16M +33,887 +5%
SWA
63
Sax Wealth Advisors
New Jersey
$23.6M -$861K -25,045 -3%
UWM
64
United Wealth Management
Virginia
$23.5M +$1.97M +57,418 +9%
BA
65
Bridgewater Advisors
New York
$23.3M +$4.77M +138,829 +24%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$22.8M +$3.39M +98,559 +17%
EWA
67
Exencial Wealth Advisors
Oklahoma
$22.2M +$1.92M +55,936 +9%
AWM
68
AE Wealth Management
Kansas
$21.9M +$1.91M +55,548 +9%
VBA
69
von Borstel & Associates
Oregon
$21M +$4.99M +145,102 +30%
PWM
70
PBMares Wealth Management
Virginia
$18.6M +$1.59M +46,325 +9%
MGW
71
MB Generational Wealth
Washington
$18.2M +$493K +14,341 +3%
OA
72
Oceanside Advisors
South Carolina
$17.7M +$352K +10,232 +2%
OCG
73
Opus Capital Group
Ohio
$17.6M -$80K -2,328 -0.4%
IA
74
Integrity Alliance
Iowa
$17.5M +$18.2M +529,492 New
HFA
75
Hippocratic Financial Advisors
California
$16.6M +$1.5M +43,760 +10%