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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
RFP
151
RCS Financial Planning
Maryland
$9.51M -$301K -7,848 -3%
MML Investors Services
152
MML Investors Services
Massachusetts
$9.49M +$1.29M +33,584 +15%
Financial Engines Advisors
153
Financial Engines Advisors
California
$9.44M -$176K -4,578 -2%
VW
154
Vance Wealth
California
$9.43M +$238K +6,207 +2%
TP
155
Trailhead Planners
Minnesota
$9.37M +$515K +13,438 +6%
BCI
156
Brinker Capital Investments
Pennsylvania
$9.35M -$1.94M -50,643 -17%
AF
157
Advisornet Financial
Minnesota
$9.26M +$658K +17,157 +7%
KRW
158
Kaufman Rossin Wealth
Florida
$9.11M +$891K +23,222 +10%
WMG
159
WESCAP Management Group
California
$9.06M +$646K +16,837 +7%
W
160
WorthPointe
California
$9.03M +$3.71M +96,622 +65%
IFA
161
Index Fund Advisors
California
$9M +$4.86M +126,677 +107%
DAS
162
Dynamic Advisor Solutions
Arizona
$8.89M +$216K +5,640 +2%
CWA
163
CogentBlue Wealth Advisors
Tennessee
$8.69M +$213K +5,545 +2%
CFG
164
CSP Financial Group
Arizona
$8.61M +$8.98M +234,162 New
KAS
165
Kestra Advisory Services
Texas
$8.51M +$1.13M +29,547 +15%
LIP
166
Lynch Investment Planning
Pennsylvania
$8.47M +$1.07K +28 +0%
MMA
167
Miracle Mile Advisors
California
$8.44M +$890K +23,209 +11%
SCM
168
Sollinda Capital Management
Florida
$8.33M +$780K +20,329 +10%
FFG
169
Fiduciary Financial Group
California
$8.26M -$591K -15,403 -6%
Betterment LLC
170
Betterment LLC
New York
$8.25M +$497K +12,950 +6%
CPA
171
Cardiff Park Advisors
California
$8.15M +$575 +15 +0%
WCM
172
Warburton Capital Management
Oklahoma
$8.07M +$2.11M +54,917 +35%
CWG
173
Crown Wealth Group
North Carolina
$7.77M -$167K -4,343 -2%
ACS
174
Archford Capital Strategies
Illinois
$7.72M -$659K -17,190 -8%
QCM
175
Quantinno Capital Management
New York
$7.66M +$1.14M +29,614 +17%