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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
NA
101
NewEdge Advisors
Louisiana
$17.6M -$1.94M -50,703 -10%
TFA
102
TandemGrowth Financial Advisors
Georgia
$17.4M -$376K -9,817 -2%
ICM
103
Intrepid Capital Management
Florida
$17.3M +$350K +9,126 +2%
HIA
104
HFM Investment Advisors
New Jersey
$17.3M +$658K +17,152 +4%
EFP
105
Envision Financial Planning
Tennessee
$17M +$845K +22,024 +5%
Stifel Financial
106
Stifel Financial
Missouri
$16.8M -$440K -11,460 -2%
SSC
107
Syverson Strege & Co
Iowa
$16.8M +$486K +12,677 +3%
HCM
108
Hutchinson Capital Management
California
$16.5M +$29.8K +776 +0.2%
SC
109
Scratch Capital
Idaho
$16.3M +$1.9M +49,463 +13%
SAI
110
Savvy Advisors Inc
New York
$16M +$2.98M +77,637 +22%
Osaic Holdings
111
Osaic Holdings
Arizona
$15.8M -$5.67M -147,763 -26%
WFA
112
Websterrogers Financial Advisors
South Carolina
$15.7M +$755K +19,688 +5%
WAN
113
Wealth Advisors Northwest
Oregon
$15.5M +$1.1M +28,736 +7%
LFA
114
Level Financial Advisors
New York
$15.4M +$536K +13,982 +3%
EF
115
Entrust Financial
Pennsylvania
$14.9M +$544K +14,182 +4%
TAM
116
TCP Asset Management
Ohio
$14.9M +$149K +3,896 +1%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$14.8M -$2.13M -55,530 -12%
PA
118
Pinnacle Associates
New York
$14.5M -$73.4K -1,914 -0.5%
PWMAG
119
Pinnacle Wealth Management Advisory Group
New Jersey
$14.5M -$73.4K -1,914 -0.5%
BH
120
Burk Holdings
Oklahoma
$14.3M +$655K +17,084 +5%
FH
121
Financial Harvest
Florida
$14.2M +$1.2M +31,355 +9%
AAM
122
Austin Asset Management
Texas
$14.2M +$500K +13,027 +3%
FWMP
123
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$13.9M +$1.78M +46,537 +14%
2L
124
25 LLC
Missouri
$13.7M +$893K +23,294 +7%
BMWS
125
Brady Martz Wealth Solutions
North Dakota
$13.3M +$1.54M +40,099 +12%