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Dimensional US High Profitability ETF

447 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 429447 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
447
Holders Change
+18
Holders Change %
+4.2%
% of All Funds
5.87%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MRC
51
Millburn Ridgefield Corp
New York
$37.2M -$2.64M -72,119 -7%
OIA
52
OneDigital Investment Advisors
Kansas
$37M -$1.03M -28,162 -3%
GFA
53
Grunden Financial Advisory
Texas
$36.6M +$1.66M +45,171 +5%
FB
54
Fulton Bank
Pennsylvania
$36.5M +$5.03M +137,203 +17%
LEFP
55
Leading Edge Financial Planning
Tennessee
$36.2M +$1.88M +51,167 +6%
SFA
56
Sequoia Financial Advisors
Ohio
$34.9M +$301K +8,213 +0.9%
MWP
57
Meredith Wealth Planning
Illinois
$33.1M +$1.9M +51,853 +6%
BA
58
Bridgewater Advisors
New York
$31.5M +$2.77M +75,522 +10%
RFP
59
Root Financial Partners
California
$29.4M +$12.5M +340,148 +77%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$28.7M +$2.46M +67,046 +10%
EWA
61
Exencial Wealth Advisors
Oklahoma
$28.5M +$1.26M +34,439 +5%
AWM
62
AE Wealth Management
Kansas
$27.8M -$714K -19,481 -3%
NA
63
NewEdge Advisors
Louisiana
$27.6M -$2.37M -64,560 -8%
UWM
64
United Wealth Management
Virginia
$27.5M +$267K +7,269 +1%
LWM
65
Liberty Wealth Management
California
$27.4M -$134K -3,657 -0.5%
GM
66
GeoWealth Management
Illinois
$27.3M -$34K -927 -0.1%
HFA
67
Hippocratic Financial Advisors
California
$26.9M +$969K +26,425 +4%
VBA
68
von Borstel & Associates
Oregon
$26.8M +$836K +22,808 +3%
TWD
69
True Wealth Design
Ohio
$26.6M +$33.7K +918 +0.1%
EWM
70
Empirical Wealth Management
Washington
$26M -$753K -20,543 -3%
SWA
71
Sax Wealth Advisors
New Jersey
$26M -$1.61M -43,824 -6%
PWM
72
PBMares Wealth Management
Virginia
$25M +$2.81M +76,712 +13%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$23.7M -$266K -7,252 -1%
IAS
74
Integrity Advisory Solutions
Texas
$23.5M +$22.8M +621,173 New
M1FG
75
Mach-1 Financial Group
Arkansas
$23.5M +$22.8M +621,173 New