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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
LFS
76
Lutz Financial Services
Nebraska
$16.5M +$890K +25,913 +5%
M
77
MATAURO
New York
$16.4M -$937K -27,278 -5%
KA
78
Kooman & Associates
Pennsylvania
$16.4M +$2.71M +79,014 +19%
SSC
79
Syverson Strege & Co
Iowa
$16.3M -$218K -6,354 -1%
FWM
80
Fortress Wealth Management
California
$16.3M -$4.7M -136,683 -22%
Stifel Financial
81
Stifel Financial
Missouri
$16.3M -$99.1K -2,883 -0.6%
AFA
82
Arlington Financial Advisors
California
$16M +$323K +9,399 +2%
MSWM
83
Master's Wealth Management
Pennsylvania
$16M +$255K +7,417 +2%
IWC
84
Integrated Wealth Concepts
Massachusetts
$15.8M +$91.6K +2,665 +0.6%
HI
85
Horizon Investments
North Carolina
$15.6M -$97.7K -2,844 -0.6%
FFS
86
Founders Financial Securities
Maryland
$15.3M -$118K -3,436 -0.7%
MHB
87
Midwest Heritage Bank
Iowa
$15.2M +$5.04M +146,721 +47%
WWA
88
WCG Wealth Advisors
Nevada
$15M +$642K +18,671 +4%
TCM
89
Tassel Capital Management
North Carolina
$14.7M +$239K +6,960 +2%
Osaic Holdings
90
Osaic Holdings
Arizona
$14.6M +$6.25M +181,983 +70%
SIS
91
Strategic Investment Solutions
Illinois
$14.5M -$3.21M -93,377 -18%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M +$571K +16,619 +4%
CAM
93
CPA Asset Management
Florida
$14.2M +$1.05M +30,655 +8%
ICM
94
Intrepid Capital Management
Florida
$14.2M +$1.53M +44,541 +12%
HCM
95
Hutchinson Capital Management
California
$13.9M -$164K -4,763 -1%
EFP
96
Envision Financial Planning
Tennessee
$13.6M -$64.9K -1,890 -0.5%
LPL Financial
97
LPL Financial
California
$13.1M +$2.53M +73,605 +23%
AF
98
Advisornet Financial
Minnesota
$13M +$453K +13,185 +3%
WFA
99
Websterrogers Financial Advisors
South Carolina
$13M -$137K -3,978 -1%
WFA
100
West Financial Advisors
Iowa
$12.9M -$118K -3,422 -0.9%