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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+18
Holders Change %
+4.19%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
126
Moneta Group Investment Advisors
Missouri
$12.1M +$11.8M +321,178 New
HWMT
127
Heritage Wealth Management (Texas)
Texas
$11.9M +$530K +14,446 +5%
SOWAS
128
Silver Oak Wealth Advisors Services
California
$11.1M +$291K +7,948 +3%
BCI
129
Brinker Capital Investments
Pennsylvania
$11M +$740K +20,181 +7%
BMWS
130
Brady Martz Wealth Solutions
North Dakota
$10.9M +$766K +20,887 +8%
CA
131
Claris Advisors
Missouri
$10.8M
FWMP
132
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.7M +$2.39M +65,091 +30%
MPCL
133
My Personal CFO LLC
Washington
$10.7M +$10.4M +284,045 New
AHL
134
Abel Hall LLC
Louisiana
$10.7M +$633K +17,253 +6%
Financial Engines Advisors
135
Financial Engines Advisors
California
$10.6M +$857K +23,369 +9%
WAM
136
Weinberger Asset Management
California
$10.3M +$377K +10,287 +4%
I
137
INVST
Indiana
$10.2M +$2.37M +64,714 +32%
RFP
138
RCS Financial Planning
Maryland
$10M +$199K +5,419 +2%
T
139
Tableaux
Massachusetts
$9.99M +$3.14M +85,608 +48%
FWP
140
Family Wealth Partners
North Carolina
$9.91M +$29K +792 +0.3%
EFA
141
Edge Financial Advisors
Illinois
$9.58M +$623K +16,997 +7%
BI
142
Binnacle Investments
Iowa
$9.35M +$322K +8,773 +4%
RW
143
REDW Wealth
New Mexico
$9.25M -$830K -22,650 -8%
VW
144
Vance Wealth
California
$9.24M +$262K +7,155 +3%
EWA
145
EverSource Wealth Advisors
Alabama
$9.12M +$163K +4,459 +2%
AWA
146
Arkadios Wealth Advisors
Georgia
$8.95M +$593K +16,161 +7%
VF
147
Vestment Financial
Minnesota
$8.92M +$233K +6,341 +3%
FFG
148
Fiduciary Financial Group
California
$8.89M +$141K +3,850 +2%
CFO
149
CVA Family Office
Colorado
$8.83M +$1.97M +53,644 +30%
PWM
150
Parkshore Wealth Management
California
$8.79M +$1.24M +33,919 +17%