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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
GAM
126
Gemmer Asset Management
California
$13.3M +$335K +8,845 +3%
2L
127
25 LLC
Missouri
$13.3M +$12.4M +327,975 +1,576%
SCM
128
SB Capital Management
California
$13M +$13M +342,515 New
RA
129
RFG Advisory
Alabama
$12.8M +$109K +2,878 +0.9%
AC
130
Applied Capital
Arkansas
$12.8M +$265K +6,988 +2%
FWMP
131
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.6M +$1.84M +48,518 +17%
HWMT
132
Heritage Wealth Management (Texas)
Texas
$12.5M +$568K +14,985 +5%
MGIA
133
Moneta Group Investment Advisors
Missouri
$12.5M +$240K +6,336 +2%
RWM
134
Riverchase Wealth Management
Texas
$12.4M +$43.1K +1,139 +0.4%
CA
135
Claris Advisors
Missouri
$12.3M +$753K +19,885 +7%
BMWS
136
Brady Martz Wealth Solutions
North Dakota
$12.2M +$1.22M +32,107 +11%
BCI
137
Brinker Capital Investments
Pennsylvania
$11.6M +$543K +14,331 +5%
MHS
138
M Holdings Securities
Oregon
$11.4M +$7.28M +192,108 +178%
DWS
139
Discipline Wealth Solutions
South Carolina
$11.2M +$9.12M +240,843 +455%
SOWAS
140
Silver Oak Wealth Advisors Services
California
$10.8M -$358K -9,454 -3%
AHL
141
Abel Hall LLC
Louisiana
$10.8M -$2.04K -54 -0%
KFAS
142
Keating Financial Advisory Services
Kansas
$10.7M +$10.7M +281,805 New
I
143
INVST
Indiana
$10.7M +$452K +11,925 +4%
AWA
144
Arkadios Wealth Advisors
Georgia
$10.6M +$1.56M +41,295 +17%
DWM
145
DWR Wealth Management
California
$10.5M +$10.4M +274,939 New
UWPG
146
Ullmann Wealth Partners Group
Florida
$10.5M -$11.3M -298,163 -52%
PWM
147
Parkshore Wealth Management
California
$10.3M +$1.45M +38,228 +16%
EWA
148
EverSource Wealth Advisors
Alabama
$10.3M +$1.07M +28,144 +12%
WAM
149
Weinberger Asset Management
California
$10.1M -$231K -6,109 -2%
RFP
150
RCS Financial Planning
Maryland
$10.1M +$26.2K +692 +0.3%