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Dimensional US High Profitability ETF

423 hedge funds and large institutions have $8.38B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 236 increasing their positions, 97 reducing their positions, and 8 closing their positions.

Holders
423
Holders Change
+36
Holders Change %
+9.3%
% of All Funds
5.68%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.22%
New
55
Increased
236
Reduced
97
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFG
76
Premier Financial Group
California
$18.8M 513,705 +513,705 New
OCG
77
Opus Capital Group
Ohio
$18.6M 524,104 -5,740 -1%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$18.4M 516,721 +156,596 +43%
HI
79
Horizon Investments
North Carolina
$18.2M 511,341 +42,036 +9%
FFS
80
Founders Financial Securities
Maryland
$18.2M 511,050 +37,691 +8%
SSC
81
Syverson Strege & Co
Iowa
$18.1M 507,895 +15,106 +3%
MSWM
82
Master's Wealth Management
Pennsylvania
$18M 507,262 +25,207 +5%
KA
83
Kooman & Associates
Pennsylvania
$17.8M 500,876 +6,651 +1%
GCM
84
G2 Capital Management
Ohio
$17.6M 495,200 +372,828 +305%
IWC
85
Integrated Wealth Concepts
Massachusetts
$17.5M 491,194 +13,224 +3%
LFS
86
Lutz Financial Services
Nebraska
$17.3M 487,693 -10,863 -2%
WWA
87
WCG Wealth Advisors
Nevada
$17.3M 487,190 +35,194 +8%
MHB
88
Midwest Heritage Bank
Iowa
$17.2M 484,980 +26,863 +6%
Stifel Financial
89
Stifel Financial
Missouri
$17M 478,868 -12,841 -3%
FWM
90
Fortress Wealth Management
California
$16.8M 473,634 -18,869 -4%
M
91
MATAURO
New York
$16.7M 470,411 -25,068 -5%
LPL Financial
92
LPL Financial
California
$16.6M 466,885 +72,318 +18%
APC
93
Asset Planning Corporation
Tennessee
$16.5M 464,628 +464,628 New
SWM
94
Sterling Wealth Management
Illinois
$16.3M 457,606 +457,606 New
MWA
95
Mills Wealth Advisors
Texas
$16.1M 452,595 +131,902 +41%
LFGO
96
Legacy Financial Group (Oklahoma)
Oklahoma
$15.9M 448,307 +11,995 +3%
TCM
97
Tassel Capital Management
North Carolina
$15.8M 444,078 +134 +0%
RFP
98
Root Financial Partners
California
$15.6M 439,088 +227,081 +107%
HIA
99
HFM Investment Advisors
New Jersey
$15.5M 435,180 +435,180 New
CAM
100
CPA Asset Management
Florida
$15.3M 430,430 +1,327 +0.3%