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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
TCM
101
Tassel Capital Management
North Carolina
$18.1M +$716K +18,916 +4%
Stifel Financial
102
Stifel Financial
Missouri
$17.8M -$12.6K -332 -0.1%
ICM
103
Intrepid Capital Management
Florida
$17.6M +$245K +6,476 +1%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$17.5M -$1.39M -36,808 -7%
HIA
105
HFM Investment Advisors
New Jersey
$17.2M +$231K +6,090 +1%
HCM
106
Hutchinson Capital Management
California
$17M +$470K +12,416 +3%
SSC
107
Syverson Strege & Co
Iowa
$16.8M -$878K -23,168 -5%
EFP
108
Envision Financial Planning
Tennessee
$16.7M +$293K +7,735 +2%
M
109
MATAURO
New York
$15.7M +$269K +7,089 +2%
WFA
110
Websterrogers Financial Advisors
South Carolina
$15.5M +$90.9K +2,399 +0.6%
LFA
111
Level Financial Advisors
New York
$15.4M +$765K +20,209 +5%
TAM
112
TCP Asset Management
Ohio
$15.3M +$541K +14,292 +4%
PA
113
Pinnacle Associates
New York
$15.1M +$27.8K +733 +0.2%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$15.1M +$27.8K +733 +0.2%
WAN
115
Wealth Advisors Northwest
Oregon
$15M +$1.72M +45,332 +13%
CAM
116
CPA Asset Management
Florida
$15M -$1.23M -32,491 -8%
SC
117
Scratch Capital
Idaho
$14.9M +$1.33M +34,998 +10%
EF
118
Entrust Financial
Pennsylvania
$14.9M +$14.8M +391,706 New
IWC
119
Integrated Wealth Concepts
Massachusetts
$14.7M -$4.15M -109,641 -22%
FF
120
Foundry Financial
California
$14.4M +$14.3M +377,602 New
AAM
121
Austin Asset Management
Texas
$14.2M +$388K +10,244 +3%
BH
122
Burk Holdings
Oklahoma
$14.2M +$1.01M +26,785 +8%
SAI
123
Savvy Advisors Inc
New York
$13.6M +$424K +11,186 +3%
SWGC
124
Summit Wealth Group (Colorado)
Colorado
$13.5M +$13.3M +351,494 +8,437%
FH
125
Financial Harvest
Florida
$13.5M +$1.05M +27,803 +9%