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Dimensional US High Profitability ETF

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
126
Riverchase Wealth Management
Texas
$7.94M +$5.67M +171,222 +250%
CWA
127
CogentBlue Wealth Advisors
Tennessee
$7.57M +$107K +3,239 +1%
BI
128
Binnacle Investments
Iowa
$7.52M +$7.52M +226,977 New
BOC
129
Blue Oak Capital
California
$7.46M -$505K -15,235 -6%
SC
130
Scratch Capital
Idaho
$7.27M +$6.52M +196,860 +874%
AWA
131
Arkadios Wealth Advisors
Georgia
$7.13M -$907K -27,359 -11%
VF
132
Vestment Financial
Minnesota
$7.08M +$689K +20,754 +11%
VW
133
Vance Wealth
California
$7.07M +$7.07M +213,372 New
CPA
134
Cardiff Park Advisors
California
$7.06M +$497 +15 +0%
RFP
135
Root Financial Partners
California
$7.03M +$6.54M +197,414 +1,353%
ACS
136
Archford Capital Strategies
Illinois
$7.02M +$6.74M +203,383 +2,379%
FFG
137
Fiduciary Financial Group
California
$6.85M +$596K +19,360 +10%
WIM
138
Waycross Investment Management
Washington
$6.64M -$135K -4,061 -2%
FWMP
139
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.58M +$470K +14,177 +8%
SFS
140
Security Financial Services
Indiana
$6.58M +$134K +4,043 +2%
EFA
141
Edge Financial Advisors
Illinois
$6.54M +$3.86M +116,611 +144%
EWA
142
EverSource Wealth Advisors
Alabama
$6.48M +$651K +19,637 +11%
SPA
143
Shore Point Advisors
New Jersey
$6.23M +$235K +7,091 +4%
I
144
INVST
Indiana
$6.12M +$6.12M +184,809 New
WANY
145
Wealthspire Advisors (New York)
New York
$6.12M -$33.9K -1,022 -0.5%
KRW
146
Kaufman Rossin Wealth
Florida
$6.06M +$229K +6,906 +4%
T
147
Tableaux
Massachusetts
$6M +$539K +16,277 +10%
CFO
148
CVA Family Office
Colorado
$5.8M +$2.41M +72,577 +71%
AFG
149
Altiora Financial Group
Ohio
$5.74M +$299K +9,011 +5%
Morgan Stanley
150
Morgan Stanley
New York
$5.65M -$758K -22,867 -12%