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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
JP Morgan Chase
101
JP Morgan Chase
New York
$12.2M +$1.81M +52,798 +17%
TAM
102
TCP Asset Management
Ohio
$12.1M +$241K +7,021 +2%
PA
103
Pinnacle Associates
New York
$12.1M -$281K -8,190 -2%
PWMAG
104
Pinnacle Wealth Management Advisory Group
New Jersey
$12.1M -$281K -8,190 -2%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$11.9M -$866K -25,192 -7%
LFA
106
Level Financial Advisors
New York
$11.9M +$448K +13,031 +4%
DAS
107
Dynamic Advisor Solutions
Arizona
$11.8M +$569K +16,557 +5%
ACP
108
Aveo Capital Partners
Colorado
$11.8M +$687K +19,997 +6%
RA
109
RFG Advisory
Alabama
$11.1M +$1.9M +55,397 +20%
WAN
110
Wealth Advisors Northwest
Oregon
$11.1M +$1.67M +48,567 +17%
WMS
111
Wealth Management Strategies
Pennsylvania
$11M +$867K +25,239 +8%
MWA
112
Mills Wealth Advisors
Texas
$10.6M +$1.22M +35,580 +12%
HWMT
113
Heritage Wealth Management (Texas)
Texas
$10.4M +$10.8M +314,749 New
GAM
114
Gemmer Asset Management
California
$10.4M -$111K -3,231 -1%
CA
115
Claris Advisors
Missouri
$10.3M -$238K -6,929 -2%
AAM
116
Austin Asset Management
Texas
$10.1M +$1.56M +45,341 +17%
AC
117
Applied Capital
Arkansas
$10.1M +$175K +5,104 +2%
BH
118
Burk Holdings
Oklahoma
$9.44M +$13.2K +385 +0.1%
RW
119
REDW Wealth
New Mexico
$9.24M -$1.01M -29,452 -10%
AHL
120
Abel Hall LLC
Louisiana
$8.86M +$299K +8,692 +3%
RFP
121
RCS Financial Planning
Maryland
$8.53M +$378K +10,996 +4%
WAM
122
Weinberger Asset Management
California
$8.47M -$53.9K -1,569 -0.6%
WMG
123
WESCAP Management Group
California
$8.44M -$230K -6,694 -3%
FWP
124
Family Wealth Partners
North Carolina
$8.39M +$473K +13,764 +6%
SOWAS
125
Silver Oak Wealth Advisors Services
California
$8.29M +$997K +29,011 +13%