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Dimensional US High Profitability ETF

534 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
76
WPWealth
Texas
$24.7M +$2.46M +64,264 +11%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$24.1M +$654K +17,043 +3%
SWM
78
Sterling Wealth Management
Illinois
$23.8M +$1.33M +34,565 +6%
IA
79
Integrity Alliance
Iowa
$23.6M +$1M +26,076 +4%
SC
80
Savant Capital
Illinois
$23.3M -$14.8M -386,435 -38%
CFO
81
CVA Family Office
Colorado
$23.3M +$4.31M +112,498 +22%
JP Morgan Chase
82
JP Morgan Chase
New York
$23M +$5.44M +141,926 +28%
LPL Financial
83
LPL Financial
California
$22.6M -$78.1K -2,037 -0.3%
MSWM
84
Master's Wealth Management
Pennsylvania
$21.5M +$1.13M +29,390 +5%
TAWM
85
Three Arch Wealth Management
California
$21.3M +$1.38M +35,978 +7%
LFS
86
Lutz Financial Services
Nebraska
$21.3M +$605K +15,786 +3%
KA
87
Kooman & Associates
Pennsylvania
$20.8M +$458K +11,937 +2%
OA
88
Oceanside Advisors
South Carolina
$20.8M +$880K +22,945 +4%
EFP
89
Elser Financial Planning
Indiana
$20.6M +$21.6M +562,024 New
PFG
90
Premier Financial Group
California
$20.3M +$787K +20,531 +4%
WWA
91
WCG Wealth Advisors
Nevada
$20.2M +$972K +25,350 +5%
GCM
92
G2 Capital Management
Ohio
$20.1M +$308K +8,029 +1%
OCG
93
Opus Capital Group
Ohio
$19.8M +$161K +4,202 +0.8%
MGW
94
MB Generational Wealth
Washington
$19.8M -$796K -20,748 -4%
IWC
95
Integrated Wealth Concepts
Massachusetts
$19.5M +$5.57M +145,136 +38%
MHB
96
Midwest Heritage Bank
Iowa
$19.4M +$1.51M +39,434 +8%
MWA
97
Mills Wealth Advisors
Texas
$18.7M +$375K +9,780 +2%
LFGO
98
Legacy Financial Group (Oklahoma)
Oklahoma
$18.4M +$494K +12,875 +3%
FF
99
Foundry Financial
California
$18.2M +$4.52M +117,811 +31%
TCM
100
Tassel Capital Management
North Carolina
$18.2M +$700K +18,240 +4%