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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
GAM
126
Gemmer Asset Management
California
$13.2M +$295K +7,693 +2%
RWM
127
Riverchase Wealth Management
Texas
$13.1M +$1.22M +31,681 +10%
M
128
MATAURO
New York
$13.1M -$2.12M -55,385 -13%
AC
129
Applied Capital
Arkansas
$12.9M +$540K +14,090 +4%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$12.7M +$7.96M +207,450 +149%
Cerity Partners
131
Cerity Partners
New York
$12.6M +$12.5M +325,585 +1,772%
HWMT
132
Heritage Wealth Management (Texas)
Texas
$12.5M +$452K +11,781 +4%
KFAS
133
Keating Financial Advisory Services
Kansas
$12.5M +$2.19M +57,150 +20%
SWGC
134
Summit Wealth Group (Colorado)
Colorado
$12.3M -$850K -22,170 -6%
MGIA
135
Moneta Group Investment Advisors
Missouri
$12.2M +$217K +5,659 +2%
PWM
136
Parkshore Wealth Management
California
$12.2M +$2.36M +61,420 +23%
CA
137
Claris Advisors
Missouri
$12.1M +$273K +7,131 +2%
CAM
138
CPA Asset Management
Florida
$11.9M -$2.65M -69,203 -18%
MHS
139
M Holdings Securities
Oregon
$11.7M +$82.3K +2,147 +0.7%
DWM
140
DWR Wealth Management
California
$11.1M +$1.34M +34,831 +13%
GWM
141
GK Wealth Management
Nevada
$11.1M +$11.9M +309,770 New
FWP
142
Family Wealth Partners
North Carolina
$11M +$1.67M +43,536 +17%
AHL
143
Abel Hall LLC
Louisiana
$10.7M +$312K +8,137 +3%
UBS AM
144
UBS AM
Illinois
$10.6M +$11M +287,882 New
SOWAS
145
Silver Oak Wealth Advisors Services
California
$10.5M +$93.8K +2,445 +0.9%
RA
146
RFG Advisory
Alabama
$10.5M -$2.02M -52,708 -16%
I
147
INVST
Indiana
$10.3M -$56.1K -1,464 -0.5%
WAM
148
Weinberger Asset Management
California
$9.99M +$191K +4,980 +2%
VF
149
Vestment Financial
Minnesota
$9.95M +$408K +10,642 +4%
AWA
150
Arkadios Wealth Advisors
Georgia
$9.89M -$353K -9,196 -3%