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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$24.3M +$375K +9,905 +2%
IA
77
Integrity Alliance
Iowa
$23.4M +$2.33M +61,580 +11%
LPL Financial
78
LPL Financial
California
$23.4M +$2.46M +64,930 +12%
SWM
79
Sterling Wealth Management
Illinois
$23.3M +$3.15M +83,090 +16%
HI
80
Harbour Investments
Wisconsin
$23.1M +$22M +581,032 +2,226%
W
81
WPWealth
Texas
$23.1M +$3.4M +89,648 +17%
AFA
82
Arlington Financial Advisors
California
$22.9M +$211K +5,561 +0.9%
Osaic Holdings
83
Osaic Holdings
Arizona
$22M +$4.03M +106,509 +23%
LFS
84
Lutz Financial Services
Nebraska
$21.4M +$1.82M +48,026 +9%
MGW
85
MB Generational Wealth
Washington
$21.2M +$1.28M +33,741 +6%
MSWM
86
Master's Wealth Management
Pennsylvania
$21.1M +$1.55M +40,995 +8%
KA
87
Kooman & Associates
Pennsylvania
$21M +$947K +25,008 +5%
TAWM
88
Three Arch Wealth Management
California
$20.7M +$20.6M +543,232 New
OA
89
Oceanside Advisors
South Carolina
$20.6M +$53.4K +1,409 +0.3%
GCM
90
G2 Capital Management
Ohio
$20.4M +$707K +18,660 +4%
OCG
91
Opus Capital Group
Ohio
$20.4M +$215K +5,663 +1%
NA
92
NewEdge Advisors
Louisiana
$20.2M -$7.57M -199,892 -27%
PFG
93
Premier Financial Group
California
$20M +$284K +7,494 +1%
WWA
94
WCG Wealth Advisors
Nevada
$19.9M +$786K +20,759 +4%
CFO
95
CVA Family Office
Colorado
$19.8M +$10.9M +287,577 +123%
JP Morgan Chase
96
JP Morgan Chase
New York
$19M +$1.35M +35,588 +8%
MWA
97
Mills Wealth Advisors
Texas
$19M +$1.27M +33,638 +7%
MHB
98
Midwest Heritage Bank
Iowa
$18.6M +$128K +3,379 +0.7%
LFGO
99
Legacy Financial Group (Oklahoma)
Oklahoma
$18.6M +$844K +22,283 +5%
TFA
100
TandemGrowth Financial Advisors
Georgia
$18.3M +$18.3M +482,445 New