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Dimensional US High Profitability ETF

529 hedge funds and large institutions have $9.22B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 287 increasing their positions, 119 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$97.1M
2 -$48.3M
3 -$43.4M
4
AG
AlTi Global
New York
-$33M
5
EA
Efficient Advisors
Ohio
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
W
76
WPWealth
Texas
$24.7M
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$24.1M
SWM
78
Sterling Wealth Management
Illinois
$23.8M
IA
79
Integrity Alliance
Iowa
$23.6M
SC
80
Savant Capital
Illinois
$23.3M
CFO
81
CVA Family Office
Colorado
$23.3M
JP Morgan Chase
82
JP Morgan Chase
New York
$23M
LPL Financial
83
LPL Financial
California
$22.6M
MSWM
84
Master's Wealth Management
Pennsylvania
$21.5M
TAWM
85
Three Arch Wealth Management
California
$21.3M
LFS
86
Lutz Financial Services
Nebraska
$21.3M
KA
87
Kooman & Associates
Pennsylvania
$20.8M
OA
88
Oceanside Advisors
South Carolina
$20.8M
EFP
89
Elser Financial Planning
Indiana
$20.6M
PFG
90
Premier Financial Group
California
$20.3M
WWA
91
WCG Wealth Advisors
Nevada
$20.2M
GCM
92
G2 Capital Management
Ohio
$20.1M
OCG
93
Opus Capital Group
Ohio
$19.8M
MGW
94
MB Generational Wealth
Washington
$19.8M
IWC
95
Integrated Wealth Concepts
Massachusetts
$19.5M
MHB
96
Midwest Heritage Bank
Iowa
$19.4M
MWA
97
Mills Wealth Advisors
Texas
$18.7M
LFGO
98
Legacy Financial Group (Oklahoma)
Oklahoma
$18.4M
FF
99
Foundry Financial
California
$18.2M
TCM
100
Tassel Capital Management
North Carolina
$18.2M