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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
Financial Engines Advisors
126
Financial Engines Advisors
California
$8.27M -$33K -959 -0.4%
RWM
127
Riverchase Wealth Management
Texas
$7.94M +$5.88M +171,222 +250%
CWA
128
CogentBlue Wealth Advisors
Tennessee
$7.57M +$111K +3,239 +1%
BI
129
Binnacle Investments
Iowa
$7.52M +$7.8M +226,977 New
BOC
130
Blue Oak Capital
California
$7.46M -$523K -15,235 -6%
SC
131
Scratch Capital
Idaho
$7.27M +$6.76M +196,860 +874%
AWA
132
Arkadios Wealth Advisors
Georgia
$7.13M -$940K -27,359 -11%
VF
133
Vestment Financial
Minnesota
$7.08M +$713K +20,754 +11%
VW
134
Vance Wealth
California
$7.07M +$7.33M +213,372 New
CPA
135
Cardiff Park Advisors
California
$7.06M +$515 +15 +0%
RFP
136
Root Financial Partners
California
$7.03M +$6.78M +197,414 +1,353%
ACS
137
Archford Capital Strategies
Illinois
$7.02M +$6.99M +203,383 +2,379%
FFG
138
Fiduciary Financial Group
California
$6.85M +$665K +19,360 +10%
WIM
139
Waycross Investment Management
Washington
$6.64M -$140K -4,061 -2%
FWMP
140
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.58M +$487K +14,177 +8%
SFS
141
Security Financial Services
Indiana
$6.58M +$139K +4,043 +2%
EFA
142
Edge Financial Advisors
Illinois
$6.54M +$4.01M +116,611 +144%
EWA
143
EverSource Wealth Advisors
Alabama
$6.48M +$675K +19,637 +11%
SPA
144
Shore Point Advisors
New Jersey
$6.23M +$244K +7,091 +4%
I
145
INVST
Indiana
$6.12M +$6.35M +184,809 New
WANY
146
Wealthspire Advisors (New York)
New York
$6.12M -$35.1K -1,022 -0.5%
KRW
147
Kaufman Rossin Wealth
Florida
$6.06M +$237K +6,906 +4%
T
148
Tableaux
Massachusetts
$6M +$559K +16,277 +10%
CFO
149
CVA Family Office
Colorado
$5.8M +$2.49M +72,577 +71%
AFG
150
Altiora Financial Group
Ohio
$5.74M +$310K +9,011 +5%