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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VT
51
Vise Technologies
New York
$39.1M +$26.6M +702,603 +216%
SC
52
Savant Capital
Illinois
$38.8M +$35.2M +930,271 +1,021%
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$38.5M -$3.29M -86,990 -8%
GOCP
54
Great Oak Capital Partners
Massachusetts
$38.4M +$518K +13,675 +1%
GFA
55
Grunden Financial Advisory
Texas
$37.5M +$623K +16,440 +2%
CCA
56
Catalyst Capital Advisors
New York
$37.5M
MRC
57
Millburn Ridgefield Corp
New York
$37.5M
OIA
58
OneDigital Investment Advisors
Kansas
$35.9M -$1.42M -37,571 -4%
BA
59
Bridgewater Advisors
New York
$34.9M +$2.69M +70,988 +8%
MWP
60
Meredith Wealth Planning
Illinois
$33.3M -$9.05K -239 -0%
SFA
61
Sequoia Financial Advisors
Ohio
$32.5M -$2.72M -71,935 -8%
EWA
62
Exencial Wealth Advisors
Oklahoma
$31.2M +$2.58M +68,213 +9%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$30.6M +$1.73M +45,716 +6%
FFA
64
Farther Finance Advisors
California
$29.2M +$25.9M +684,222 +819%
HFA
65
Hippocratic Financial Advisors
California
$29.1M +$2.05M +54,241 +8%
UWM
66
United Wealth Management
Virginia
$28.5M +$780K +20,589 +3%
GM
67
GeoWealth Management
Illinois
$27.9M +$459K +12,119 +2%
VBA
68
von Borstel & Associates
Oregon
$27.3M +$445K +11,743 +2%
SWA
69
Sax Wealth Advisors
New Jersey
$27M +$789K +20,831 +3%
AWM
70
AE Wealth Management
Kansas
$26.8M -$1.21M -32,031 -4%
LWM
71
Liberty Wealth Management
California
$26.5M -$1.08M -28,406 -4%
TWD
72
True Wealth Design
Ohio
$26.4M -$386K -10,195 -1%
IAS
73
Integrity Advisory Solutions
Texas
$26.3M +$2.7M +71,203 +11%
SA
74
Stolz & Associates
Washington
$26.2M +$26.1M +688,212 New
EWM
75
Empirical Wealth Management
Washington
$25.5M -$710K -18,747 -3%