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Dimensional US High Profitability ETF

445 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, 250 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
76
Arlington Financial Advisors
California
$22.5M
UWPG
77
Ullmann Wealth Partners Group
Florida
$21.7M
IA
78
Integrity Alliance
Iowa
$20.9M
LPL Financial
79
LPL Financial
California
$20.8M
OA
80
Oceanside Advisors
South Carolina
$20.4M
OCG
81
Opus Capital Group
Ohio
$20M
SWM
82
Sterling Wealth Management
Illinois
$20M
KA
83
Kooman & Associates
Pennsylvania
$19.9M
MGW
84
MB Generational Wealth
Washington
$19.8M
GCM
85
G2 Capital Management
Ohio
$19.6M
W
86
WPWealth
Texas
$19.5M
PFG
87
Premier Financial Group
California
$19.4M
LFS
88
Lutz Financial Services
Nebraska
$19.4M
MSWM
89
Master's Wealth Management
Pennsylvania
$19.4M
WWA
90
WCG Wealth Advisors
Nevada
$19M
IWC
91
Integrated Wealth Concepts
Massachusetts
$18.7M
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$18.7M
MHB
93
Midwest Heritage Bank
Iowa
$18.3M
FWM
94
Fortress Wealth Management
California
$18.2M
APC
95
Asset Planning Corporation
Tennessee
$18M
Stifel Financial
96
Stifel Financial
Missouri
$17.7M
Osaic Holdings
97
Osaic Holdings
Arizona
$17.7M
MWA
98
Mills Wealth Advisors
Texas
$17.6M
SSC
99
Syverson Strege & Co
Iowa
$17.6M
LFGO
100
Legacy Financial Group (Oklahoma)
Oklahoma
$17.6M